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Original filing (PDF)20251003084832NAL0001169345001
ITU ABSORBTECH, INC
Form 5500
FILING_RECEIVED
ITU ABSORBTECH RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
468
Accounts w/ balance
430
Plan assets (EOY)
$49.3M
Net assets (EOY)
$49.3M
How this plan invests
This plan
1 pooled trust
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITU ABSORBTECH, INC.
Plan sponsor
Name
ITU ABSORBTECH, INC
EIN
39-0367080
Address
2700 SOUTH 160TH STREET · NEW BERLIN, WI · 53151
Phone
(262) 782-1950
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| KESTRA INVESTMENT SERVICES, LLC | 74-2794194 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $98.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$49.6M
35 holdings
Pooled Separate Account
$45.6M
1 holding
Mutual Funds
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $45.6M | 92.6% | |
| Fully Benefit-Responsive Investment Contract * Voya Funds Voya Fixed Account N/R | — | — | — | $3.7M | 7.4% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd A Registered Investment Company | Mutual Funds | — | — | $3.5M | 7.2% | |
| BNYM NSL Stk Ind Fd IV Common Collective Trust | — | — | — | $3.5M | 7.1% | |
| BNY Mellon Funds BNY Mellon Stk Index Fund IV N/R | — | — | — | $3.5M | 7.1% | |
| American Funds American Funds AM Balanced R4 N/R | — | — | — | $3.2M | 6.5% | |
| T Rowe Price Funds TRwPr Retirement 2035 Fund N/R | — | — | — | $3.2M | 6.5% | |
| Voya Funds VY TRwPr Grw Eqty Pt I N/R | — | — | — | $3.1M | 6.3% | |
| American Funds American Funds Wash Mutual R4 N/R | — | — | — | $3.0M | 6.0% | |
| American Funds Nw Prspct R4 N/R | — | — | — | $2.9M | 5.8% | |
| Voya Funds Voya GNMA Income Fund I N/R | — | — | — | $2.4M | 4.9% | |
| TRwPr Retrmt 2045 Fd - Inv Cl Registered Investment Company | — | — | — | $2.4M | 4.9% | |
| Voya Funds VY AmCen Sm-MdCp VI Port I N/R | — | — | — | $2.0M | 4.0% | |
| Baron Growth Fund Ins Registered Investment Company | — | — | — | $1.9M | 3.8% | |
| PIMCO Funds PIMCO Real Return Fund Adm N/R | — | — | — | $1.8M | 3.7% | |
| T Rowe Price Funds TRwPr Mid Cap Growth Fund N/R | — | — | — | $1.3M | 2.6% | |
| American Funds American Funds EuroPacific Grw R4 N/R | — | — | — | $1.2M | 2.4% | |
| Pioneer Funds Pioneer Bond Fund, Class A N/R | — | — | — | $1.1M | 2.3% | |
| TRwPr Retrmt 2040 Fd - Inv Cl Registered Investment Company | — | — | — | $1.1M | 2.2% | |
| TRwPr Retrmt 2050 Fd - Inv Cl Registered Investment Company | — | — | — | $953K | 1.9% | |
| PIMCO Funds PIMCO Income Fund Adm N/R | — | — | — | $924K | 1.9% | |
| American Beacon Funds Am Bcn Small Cap Value Fund Inst N/R | — | — | — | $914K | 1.9% | |
| TRwPr Retrmt 2055 Fd - Inv Cl Registered Investment Company | — | — | — | $909K | 1.8% | |
| BNYM NSL MC Stk Ind Fd IV Common Collective Trust | — | — | — | $890K | 1.8% | |
| PIMCO Funds PIMCO Intl Bd Fd US Dl-Hdg A N/R | — | — | — | $783K | 1.6% | |
| T Rowe Price Funds TRwPr Retirement Balanced Fund N/R | — | — | — | $778K | 1.6% | |
| T Rowe Price Funds TRwPr Retirement 2025 Fund N/R | — | — | — | $467K | 0.9% | |
| T Rowe Price Funds TRwPr Retirement 2060 Fund N/R | — | — | — | $451K | 0.9% | |
| BNYM NSL SC Stk Ind Fd IV Common Collective Trust | — | — | — | $316K | 0.6% | |
| BNY Mellon Funds BNY Mellon Sm Cap Stk Index Fund IV N/R | — | — | — | $316K | 0.6% | |
| TRwPr Retrmt 2030 Fd - Inv Cl Registered Investment Company | — | — | — | $297K | 0.6% | |
| ClearBridge Funds ClrBrg SmCp Grw Fund 1 N/R | — | — | — | $155K | 0.3% | |
| Cohen & Steers Realty Cohen & Steers Realty N/R | — | — | — | $122K | 0.2% | |
| T Rowe Price Funds TRwPr Retirement 2015 Fund N/R 116 T Rowe Price Funds TRwPr Retirement 2020 Fund N/R | — | — | — | $70K | 0.1% | |
| T Rowe Price Funds TRwPr Retirement 2065 Fund N/R | — | — | — | $64K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $13K | <0.1% | |
| T Rowe Price Funds TRwPr Retirement 2005 Fund N/R 116 T Rowe Price Funds TRwPr Retirement 2010 Fund N/R | — | — | — | $4K | <0.1% |