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Original filing (PDF)20251006105702NAL0001804115001
STANDARD PROCESS INC.
Form 5500
FILING_RECEIVED
STANDARD PROCESS INC. 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
653
Accounts w/ balance
810
Plan assets (EOY)
$131.0M
Net assets (EOY)
$131.0M
How this plan invests
This plan
27 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 51% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD PROCESS INC..
Plan sponsor
Name
STANDARD PROCESS INC.
EIN
39-0762936
Address
1200 WEST ROYAL LEE DRIVE · PALMYRA, WI · 53156
Phone
(262) 495-6436
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | — | BROOKFIELD, WI | NONE | $74K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $69K | — |
| FRANCIS LLC | — | BROOKFIELD, WI | NONE | $54K | — |
Investments
14 direct securities · 27 pooled funds· $127.1M(97% 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
$85.4M
27 holdings
Uncategorized
$29.0M
13 holdings
Mutual Funds
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $16.1M | 12.3% | |
| Vanguard Total Stock Market Index Fund | Mutual Funds | — | — | $12.7M | 9.7% | |
| TRP RET BLEND 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $12.1M | 9.2% | |
| HARBOR CAP APPRECIATION CIT C3 HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $9.3M | 7.1% | |
| TRP RET BLEND 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $8.1M | 6.1% | |
| TRP RET BLEND 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $7.5M | 5.8% | |
| TRP RET BLEND 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $7.4M | 5.6% | |
| Dodge & Cox Stock Fund X | — | — | — | $7.1M | 5.4% | |
| TRP RET BLEND 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $6.9M | 5.3% | |
| American Funds EuroPacific Growth Fund | — | — | — | $5.5M | 4.2% | |
| TRP RET BLEND 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.8% | |
| JPMorgan Small Cap Equity Fund | — | — | — | $4.7M | 3.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.5M | 3.5% | |
| TRP RET BLEND 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.9% | |
| Baird Aggregate Bond Fund | — | — | — | $3.0M | 2.3% | |
| Delaware Emerging Markets Fund | — | — | — | $2.3M | 1.7% | |
| TRP RET BLEND 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| TRP RET BLEND 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Victory Trivalent International Small Cap Fund | — | — | — | $1.3M | 1.0% | |
| Vanguard Emerging Markets Fund | — | — | — | $1.3M | 1.0% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $1.2M | 0.9% | |
| Victory Sycamore Established Value Fund | — | — | — | $1.2M | 0.9% | |
| PIMCO Commodities Plus Strategy Fund | — | — | — | $1.1M | 0.8% | |
| ARTISAN MID CAP GROWTH TR T1 ARTISAN MULTIPLE INVESTMENT TRUST · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $945K | 0.7% | |
| TRP RET BLEND 2005 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $700K | 0.5% | |
| T. Rowe Government Money | — | — | — | $290K | 0.2% | |
| Dodge & Cox Stock Fund I | — | — | — | $1K | <0.1% | |
| Invesco Developing Markets Fund | — | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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