Original filing (PDF)20231016083316NAL0050006240001

U.S. VENTURE, INC.

Name: U.S. VENTURE, INC. — U.S. VENTURE AFFILIATES 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: U.S. VENTURE, INC.

Form 5500

FILING_RECEIVED

U.S. VENTURE AFFILIATES 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. VENTURE, INC..

Plan sponsor

Name

U.S. VENTURE, INC.

EIN

39-0964014

Address

425 BETTER WAY · APPLETON, WI · 54915

Phone

(920) 739-6101

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$83K	—
FRANCIS INVESTMENT COUNSEL LLC	—	BROOKFIELD, WI	NONE	$33K	—

Investments

13 pooled funds· $0

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.

Investment	Type	Current value	% of plan
TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	$0	—

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