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Original filing (PDF)20250722071342NAL0005077474001
KOHLER CREDIT UNION
Form 5500
FILING_RECEIVED
KOHLER CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
168
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock Lifepath Index 2040 Portfolio Fund K" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHLER CREDIT UNION.
Plan sponsor
Name
KOHLER CREDIT UNION
EIN
39-0402815
Address
5727 SUPERIOR AVENUE · SHEBOYGAN, WI · 530833329
Phone
(920) 459-2585
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $27K | — |
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $6K | — |
Investments
23 direct securities· $8.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2040 Portfolio Fund K | — | — | — | $2.0M | 25.2% | |
| BlackRock Lifepath Index 2030 Portfolio Fund K | — | — | — | $1.1M | 13.7% | |
| BlackRock Lifepath Index Retirement Portfolio Fund K | — | — | — | $794K | 9.8% | |
| CFMG Life Insurance Stable Value Fund | — | — | — | $737K | 9.1% | |
| BlackRock Lifepath Index 2050 Portfolio Fund K | — | — | — | $587K | 7.2% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $384K | 4.7% | |
| BlackRock Lifepath Index 2060 Portfolio Fund K | — | — | — | $376K | 4.6% | |
| Fidelity 500 Index Fund | — | — | — | $284K | 3.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $257K | 3.2% | |
| JP Morgan Equity Income Fund R6 | — | — | — | $251K | 3.1% | |
| BlackRock Lifepath Index 2055 Portfolio Fund K | — | — | — | $233K | 2.9% | |
| Dodge & Cox Income Fund | — | — | — | $219K | 2.7% | |
| BlackRock Lifepath Index 2045 Portfolio Fund K | — | — | — | $164K | 2.0% | |
| DFA International Core Equity I | — | — | — | $150K | 1.9% | |
| BlackRock Lifepath Index 2065 Portfolio Fund K | — | — | — | $101K | 1.2% | |
| BlackRock Lifepath Index 2035 Portfolio Fund K | — | — | — | $74K | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $71K | 0.9% | |
| DFA U.S. Small Cap I | — | — | — | $62K | 0.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $59K | 0.7% | |
| PIMCO Real Return Instl | — | — | — | $38K | 0.5% | |
| Participants Participant Loans Interest Rate Range of 4.25% to 9.50% - | — | — | — | $30K | 0.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $29K | 0.4% | |
| Fidelity Global Extended U.S. Index Fund | — | — | — | $23K | 0.3% |