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Original filing (PDF)20251015164444NAL0005168417001
E.C. STYBERG ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
E.C. STYBERG ENGINEERING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
129
Accounts w/ balance
164
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
100
Knocking points off
- Top holding "STABLE VALUE FUND CLASS R1 Collective Trust Funds" is 26% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.C. STYBERG ENGINEERING COMPANY.
Plan sponsor
Name
E.C. STYBERG ENGINEERING COMPANY
EIN
39-0644639
Address
1600 GOOLD ST · RACINE, WI · 53404
Phone
(262) 631-1303
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
Investments
13 direct securities · 19 pooled funds· $23.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$17.2M
19 holdings
Uncategorized
$6.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH STABLE VALUE CL R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $6.1M | 26.2% | |
| CALLAN GLIDEPATH 2030 FUND WILMINGTON TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $3.1M | 13.6% | |
| CALLAN GLIDEPATH 2035 FUND WILMINGTON TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $1.7M | 7.5% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Mutual Funds | — | — | — | $1.6M | 7.0% | |
| VANGUARD 500 INDEX F Mutual Funds | — | — | — | $1.1M | 4.9% | |
| CALLAN GLIDEPATH 2025 FUND WILMINGTON TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $930K | 4.0% | |
| CALLAN GLIDEPATH 2040 FUND WILMINGTON TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $907K | 3.9% | |
| VANGUARD ENERGY INDEX ADM Mutual Funds | — | — | — | $878K | 3.8% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $809K | 3.5% | |
| MID CAP VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $633K | 2.7% | |
| MID CAP GROWTH FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $582K | 2.5% | |
| POLEN GROWTH FD INST Mutual Funds | — | — | — | $487K | 2.1% | |
| WESTERN ASSET CORE PLUS BD FD I Mutual Funds | — | — | — | $466K | 2.0% | |
| HARTFORD SCHRODERS INTERNTL STK SDR Mutual Funds | — | — | — | $445K | 1.9% | |
| SMALL CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $398K | 1.7% | |
| CALLAN GLIDEPATH 2020 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $386K | 1.7% | |
| Notes receivable from participants (at 3.25% to 8.25%) Outstanding participant loans | — | — | — | $341K | 1.5% | |
| CALLAN GLIDEPATH 2045 FUND WILMINGTON TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $323K | 1.4% | |
| CALLAN GLIDEPATH 2050 FUND WILMINGTON TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $293K | 1.3% | |
| EMERGING MARKETS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $243K | 1.0% | |
| LOOMIS SAYLES SM CAP GROWTH I Mutual Funds | — | — | — | $235K | 1.0% | |
| CALLAN GLIDEPATH 2015 FUND WILMINGTON TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $204K | 0.9% | |
| CALLAN GLIDEPATH RETIREMENT INC R6 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $201K | 0.9% | |
| CALLAN GLIDEPATH 2055 FUND WILMINGTON TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $189K | 0.8% | |
| ARTISAN GLOBAL EQUITY INSTITUTIONAL Mutual Funds | — | — | — | $152K | 0.7% | |
| CALLAN GLIDEPATH 2060 FUND WILMINGTON TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $118K | 0.5% | |
| MATTHEWS PACIFIC TIGER FD INV Mutual Funds | — | — | — | $75K | 0.3% | |
| VANGUARD SMALL CAP I Mutual Funds | — | — | — | $71K | 0.3% | |
| DWS RREEF REAL ESTATE SEC FD INST Mutual Funds | — | — | — | $49K | 0.2% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $29K | 0.1% | |
| BAIRD AGGREGATE BD INST Mutual Funds | — | — | — | $3K | <0.1% | |
| INTERNATIONAL STOCK FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $3K | <0.1% |
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