Form 5500 Search
Back to filter
Original filing (PDF)20251015135400NAL0006315360001

TEEL PLASTICS, LLC

Form 5500
FILING_RECEIVED
TEEL RETIREMENT PLAN
401(k) retirement plan
Active participants
457
Accounts w/ balance
569
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
12 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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEEL PLASTICS, LLC.
Plan sponsor
Name
TEEL PLASTICS, LLC
EIN
39-0817249
Address
1060 TEEL COURT · BARABOO, WI · 53913
Phone
(608) 355-4516
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANYGREENWOOD VILLAGE, CORECORDKEEPER$0
Other
2
NameEINLocationRelationDirect compIndirect comp
ONEAMERICA RETIREMENT SERVICES LLC46-5378846INDIANAPOLIS, INNONE$72K
MATRIX TRUST COMPANY75-3182674NONE$0

Investments

17 direct securities · 12 pooled funds· $26.7M(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
$16.9M
12 holdings
Uncategorized
$9.8M
17 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
GREAT GRAY TROWE PRICE 2035 TR R1
GREAT GRAY · EIN 38-7289835 / PN 001
Common Collective Trust
$3.6M13.6%
GREAT GRAY TROWE PRICE 2030 TR R1
GREAT GRAY · EIN 38-7289834 / PN 001
Common Collective Trust
$3.0M11.4%
Fidelity 500 Index N/R$2.6M9.7%
Vanguard Federal Money Market Inv N/R$1.8M6.7%
GREAT GRAY TROWE PRICE 2040 TR R1
GREAT GRAY · EIN 38-7289836 / PN 001
Common Collective Trust
$1.8M6.6%
REAT GRAY TROWE PRICE 2050 TR R1
GREAT GRAY · EIN 38-7289838 / PN 001
Common Collective Trust
$1.5M5.6%
GREAT GRAY TROWE PRICE 2055 TR R1
GREAT GRAY · EIN 38-7289839 / PN 001
Common Collective Trust
$1.4M5.3%
GREAT GRAY TROWE PRICE 2045 TR R1
GREAT GRAY · EIN 38-7289837 / PN 001
Common Collective Trust
$1.3M4.8%
GREAT GRAY TROWE PRICE 2060 TR R1
GREAT GRAY · EIN 38-7289840 / PN 001
Common Collective Trust
$1.2M4.6%
Great Gray Large Cap Growth Fund II Fee Class R1 N/R$1.1M4.2%
LRG CAP GWTH FUND II FEE CLASS R1
GREAT GRAY · EIN 31-4139848 / PN 001
Common Collective Trust
$1.1M4.2%
GREAT GRAY TROWE PRICE 2025 TR R1
GREAT GRAY · EIN 38-7289833 / PN 001
Common Collective Trust
$1.0M3.9%
Vanguard Small Cap Index Adm N/R$742K2.8%
GREAT GRAY TROWE PRICE 2065 TR R1
GREAT GRAY · EIN 38-7289841 / PN 001
Common Collective Trust
$671K2.5%
Allspring Discovery SMID Cap Growth Fund A N/R$549K2.1%
Participant Loans Interest Rates: 3.25%-8.50% $0$477K1.8%
Dodge & Cox Stock I N/R$473K1.8%
Janus Henderson Global Research I N/R$365K1.4%
Vanguard Mid Cap Index Fund - Admiral N/R$354K1.3%
Vanguard Total Intl Stock Index Admiral N/R$327K1.2%
Vanguard Emerging Mkts Stock Idx Adm N/R$271K1.0%
GREAT GRAY TROWE PRICE 2020 TR R1
GREAT GRAY · EIN 38-7289830 / PN 001
Common Collective Trust
$252K0.9%
Vanguard Small Cap Value Index Admiral N/R$212K0.8%
Federated Hermes Kaufmann Small Cap R Fund N/R$170K0.6%
John Hancock Disciplined Value Mid Cap A N/R$169K0.6%
Vanguard Inter-Term Treasury Ind Admiral N/R$123K0.5%
GREAT GRAY TROWE PRICE 2015 TR R1
GREAT GRAY · EIN 38-7289831 / PN 001
Common Collective Trust
$27K<0.1%
Baird Core Plus Bond Inst N/R$26K<0.1%
JP Morgan Core Bond R6 N/R$6K<0.1%

Related plans