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Original filing (PDF)20251014110706NAL0002595505001
TRACHTE BUILDING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
99% in single holding99% employer stockNo recordkeeper disclosed
Active participants
251
Accounts w/ balance
318
Plan assets (EOY)
$315.1M
Net assets (EOY)
$287.6M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Trachte Building Systems, Inc. 1,115,614 shares of common stock" is 99% of plan.
- 99% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRACHTE BUILDING SYSTEMS, INC..
Plan sponsor
Name
TRACHTE BUILDING SYSTEMS, INC.
EIN
39-0662360
Address
314 WILBURN RD. · SUN PRAIRIE, WI · 53590
Phone
(608) 837-7899
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
VRAKAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $315.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Trachte Building Systems, Inc. 1,115,614 shares of common stock | — | — | $96.6M | $311.0M | 98.7% | |
| Alerus Financial, N.A. Money Market Account | — | — | $2.1M | $2.1M | 0.7% | |
| Vanguard Funds Federal Money Market Mutual Fund | — | — | $2.0M | $2.0M | 0.6% |
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