Back to filter
Original filing (PDF)20251015144214NAL0002472819001
LOOS MACHINE & AUTOMATION, LLC
Form 5500
FILING_RECEIVED
LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
129
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOS MACHINE & AUTOMATION, LLC.
Plan sponsor
Name
LOOS MACHINE & AUTOMATION, LLC
EIN
39-1031349
Address
205 WEST WASHINGTON STREET, · COLBY, WI · 54421
Phone
(715) 223-2844
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $26K | — |
Investments
23 direct securities · 1 pooled fund· $17.1M(95% 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.
Uncategorized
$17.0M
23 holdings
Common Collective Trust
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alerus Financial, N.A. Vanguard Target Retirement 2050 | — | — | — | $2.5M | 13.8% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2040 | — | — | — | $1.9M | 10.5% | |
| Alerus Financial, N.A. Vanguard 500 Index Admiral Fund | — | — | — | $1.6M | 9.2% | |
| Alerus Financial, N.A. Pimco Income Fund Institutional Class | — | — | — | $1.4M | 7.8% | |
| Alerus Financial, N.A. Jpmorgan Large Cap Growth R6 | — | — | — | $1.2M | 6.9% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2045 | — | — | — | $1.1M | 6.3% | |
| Alerus Financial, N.A. Vanguard Equity Income - Admiral | — | — | — | $1.0M | 5.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2060 | — | — | — | $950K | 5.3% | |
| Alerus Financial, N.A. Baird Core Plus Bond Fund Class Institutional | — | — | — | $798K | 4.5% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2030 | — | — | — | $659K | 3.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2055 | — | — | — | $603K | 3.4% | |
| Alerus Financial, N.A. Dimensional International Core Equity | — | — | — | $494K | 2.8% | |
| Alerus Financial, N.A. AFS Europacific Growth R6 | — | — | — | $480K | 2.7% | |
| Alerus Financial, N.A. T. Rowe Price Spectrum Moderate Growth Allocation | — | — | — | $459K | 2.6% | |
| Alerus Financial, N.A. Victory Sycamore Established Value Fund Class R6 | — | — | — | $390K | 2.2% | |
| Alerus Financial, N.A. Vanguard Small Cap Index Admiral Fund | — | — | — | $341K | 1.9% | |
| Alerus Financial, N.A. Primecap Odyssey Aggressive Growth | — | — | — | $307K | 1.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2035 | — | — | — | $287K | 1.6% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2065 | — | — | — | $200K | 1.1% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2025 | — | — | — | $199K | 1.1% | |
| Alerus Financial, N.A. Great Gray Collective Investment Trust III For Met | — | — | — | $45K | 0.3% | |
| WILMINGTON TRUST GREAT GREY CIT III FOR METLIFE GAC FO · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $45K | 0.3% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2070 | — | — | — | $7K | <0.1% | |
| Alerus Financial, N.A. T. Rowe Price Spectrum Conservative Allocation Fun | — | — | — | $3K | <0.1% |
Related plans
Other plans using ALERUS FINANCIAL, N.A.
EIDE BAILLY LLP
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
$615.3M · 3,154 participants
JANE STREET GROUP, LLC
JANE STREET GROUP, LLC 401(K) PLAN
$521.4M · 1,728 participants
AVI SYSTEMS, INC.
AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$399.5M · 1,191 participants
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
ASPCA 401(K) RETIREMENT PLAN
$164.0M · 1,191 participants
NORAN NEUROLOGICAL CLINIC, P.A.
NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN
$153.6M · 242 participants
PERFORMANCE CONTRACTORS, INC.
PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN
$131.6M · 4,376 participants
Similar-size Manufacturing plans
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLC WALBRIDGE 401(K) RETIREMENT PLAN
$17.9M · 134 participants
AMERICAN STAIR CORPORATION, INC.
AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN
$17.9M · 97 participants
SERVER PRODUCTS, INC.
SERVER PRODUCTS, INC. EMPLOYEES 401(K) RETIREMENT PLAN
$18.0M · 103 participants
BAE INDUSTRIES, INC.
BAE INDUSTRIES 401K PLAN
$17.8M · 290 participants
KNIGHT ERGONOMICS, LTD.
KNIGHT INDUSTRIES & ASSOCIATES, INC. 401(K) PLAN
$18.0M · 258 participants
THE CLY-DEL MANUFACTURING COMPANY
THE CLY-DEL MANUFACTURING COMPANY 401(K) PLAN
$18.1M · 138 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B