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Original filing (PDF)20251022142039NAL0001199747001
BENEFIT PLAN ADMINISTRATORS OF EAU CLAIRE
Form 5500
FILING_RECEIVED
POINT C RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
325
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
36 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 BENEFIT PLAN ADMINISTRATORS OF EAU CLAIRE.
Plan sponsor
Name
BENEFIT PLAN ADMINISTRATORS OF EAU CLAIRE
EIN
39-0819344
Address
402 GRAHAM AVE. · EAU CLAIRE, WI · 54702
Phone
(715) 832-5535
Industry
Insurance Agencies & Brokerages· 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
2025-10-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS | 36-4906731 | — | FINANCIAL ADVISOR | $0 | — |
Investments
4 direct securities · 36 pooled funds· $17.2M(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.
Pooled Separate Account
$16.2M
36 holdings
Uncategorized
$937K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 19.1% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 17.9% | |
| VOYA INDEX SOLUTION 2025 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 9.2% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 7.2% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $950K | 5.6% | |
| VANGUARD 500 INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $884K | 5.2% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST FUNDS · EIN 38-7289851 / PN 001 | Pooled Separate Account | — | — | $849K | 5.0% | |
| Voya Fixed Account (4450) Investment Contract N/A | — | — | — | $608K | 3.6% | |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $483K | 2.8% | |
| LARGE CAP VALUE FUND II R1 WILMINGTON TRUST FUNDS · EIN 38-7264544 / PN 707 | Pooled Separate Account | — | — | $408K | 2.4% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $407K | 2.4% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $348K | 2.0% | |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $338K | 2.0% | |
| JPMORGAN US EQUITY FUND R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $335K | 2.0% | |
| INTERNATIONAL GROWTH FND II R1 WILMINGTON TRUST FUNDS · EIN 38-4139842 / PN 619 | Pooled Separate Account | — | — | $257K | 1.5% | |
| JPMORGAN MID CAP GROWTH FD R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $231K | 1.4% | |
| VANGUARD MID-CAP INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $196K | 1.2% | |
| JPMORGAN CORE PLUS BOND FND R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $194K | 1.1% | |
| Participant loans Interest rates range of 4.25 to 10.50% - | — | — | — | $185K | 1.1% | |
| BLACKROCK HIGH YIELD PORT K BLACK ROCK FUNDS · EIN 51-0383635 / PN 000 | Pooled Separate Account | — | — | $167K | 1.0% | |
| PUTNAM SMALL CAP GROWTH FND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $162K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS · EIN 95-4727424 / PN 000 | Pooled Separate Account | — | — | $133K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 AMERICAN FUNDS · EIN 95-2817150 / PN 000 | Pooled Separate Account | — | — | $124K | 0.7% | |
| Royce Small-Cap Opportunity Fund Institutional Class Pooled Separate Account N/A | — | — | — | $116K | 0.7% | |
| ROYAL SMCAPOPPFD INSTL CLASS VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $116K | 0.7% | |
| VANGUARD SMALL-CAP INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $106K | 0.6% | |
| AMERICAN FUNDS AM BALANCED R6 AMERICAN FUNDS · EIN 94-6050854 / PN 000 | Pooled Separate Account | — | — | $95K | 0.6% | |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $91K | 0.5% | |
| AB DISC VALUE FUND Z RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.3% | |
| COLUMBIA OVERSEAS VAL INST 3 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.3% | |
| VANGUARD INTERM-TM BND INDEX FD ADM VANGUARD FUNDS · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $44K | 0.3% | |
| MFS MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| BlackRock Commodity Strategies Fund K Pooled Separate Account N/A | — | — | — | $28K | 0.2% | |
| BLK RCK COMMODITY STRAT FD K BLACK ROCK FUNDS · EIN 51-0383635 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| COHEN & STEERS INSTIT REALTY SHARES COHEN & STEERS · EIN 01-3335336 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| VOYA GOV MONEY MKT FND A (HOLD ACCT VOYA MUTUAL FUNDS · EIN 06-1330795 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| MFS VALUE FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL GRW FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMCEN ULTRA FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MSSMTL MD CP GR FD I VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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