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Original filing (PDF)20251015133928NAL0006269296001
SID GRINKER RESTORATION INC.
Form 5500
FILING_RECEIVED
SID GRINKER RESTORATION 401K PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
123
Accounts w/ balance
147
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
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 SID GRINKER RESTORATION INC..
Plan sponsor
Name
SID GRINKER RESTORATION INC.
EIN
39-0983766
Address
1719 VEL R. PHILLIPS AVENUE · MILWAUKEE, WI · 53212
Phone
(414) 639-8312
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | 15-3168081 | — | RECORDKEEPER | $8K | — |
| SIKICH CAPITAL MANAGEMENT | 36-3168081 | — | RECORDKEEPER | $8K | — |
| SIKICH LLC | 99-2733489 | — | RECORDKEEPER | $2K | — |
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $13K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
28 direct securities · 1 pooled fund· $18.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.4M
28 holdings
Pooled Separate Account
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.9M | 75.4% | |
| Various Self-directed brokerage account | — | — | — | $2.3M | 22.2% | |
| AUL Retirement Track American Funds 2045 Fund | — | — | — | $1.8M | 17.5% | |
| AUL Retirement Track American Funds 2035 Fund | — | — | — | $1.6M | 14.9% | |
| AUL Retirement Track American Funds 2030 Fund | — | — | — | $1.1M | 10.8% | |
| AUL Retirement Track American Funds 2025 Fund | — | — | — | $950K | 9.0% | |
| AUL Retirement Track American Funds 2040 Fund | — | — | — | $552K | 5.3% | |
| AUL Vanguard 500 Index Fund | — | — | — | $540K | 5.1% | |
| AUL Retirement Track American Funds 2050 Fund | — | — | — | $457K | 4.3% | |
| AUL Retirement Track American Funds 2055 Fund | — | — | — | $287K | 2.7% | |
| AUL American Funds Growth Fund of America Fund | — | — | — | $155K | 1.5% | |
| Participants Notes receivable from participants, repayment schedules through July 2054 with interest rates ranging from 4.25% to 9.50% | — | — | — | $142K | 1.4% | |
| AUL Retirement Track American Funds 2065 Fund | — | — | — | $133K | 1.3% | |
| AUL Retirement Track American Funds 2060 Fund | — | — | — | $125K | 1.2% | |
| AUL Vanguard Mid Cap Index Fund | — | — | — | $68K | 0.6% | |
| AUL Stable Value Account | — | — | — | $54K | 0.5% | |
| AUL Retirement Track American Funds 2020 Fund | — | — | — | $42K | 0.4% | |
| AUL Baird Funds Aggregate Bond Fund | — | — | — | $18K | 0.2% | |
| AUL BlackRock Mid Cap Growth Equity Fund | — | — | — | $15K | 0.1% | |
| AUL Federated Hermes Government Obligations Fund | — | — | — | $15K | 0.1% | |
| AUL Vanguard Small Cap Index Fund | — | — | — | $11K | 0.1% | |
| AUL DFA US Small Cap Growth Fund | — | — | — | $8K | <0.1% | |
| AUL Federated Hermes Institutional High Yield Bond Fund | — | — | — | $5K | <0.1% | |
| AUL American Funds American Balanced Fund | — | — | — | $4K | <0.1% | |
| AUL Putnam Large Cap Value Fund | — | — | — | $3K | <0.1% | |
| AUL American Funds Washington Mutual Fund | — | — | — | $2K | <0.1% | |
| AUL Vanguard Windsor II Fund | — | — | — | $2K | <0.1% | |
| AUL DFA Funds Emerging Markets Portfolio Fund | — | — | — | $19 | <0.1% | |
| AUL Hartford Schroders International Stock Fund | — | — | — | $19 | <0.1% |
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