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Original filing (PDF)20251014131000NAL0001395443001
SUPER EXCAVATOR, INC.
Form 5500
FILING_RECEIVED
SUPER EXCAVATOR, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
204
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPER EXCAVATOR, INC..
Plan sponsor
Name
SUPER EXCAVATOR, INC.
EIN
39-1050777
Address
N59W 14601 BOBOLINK AVE · MENOMONEE FALLS, WI · 53051
Phone
(262) 252-3200
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | BROKER/DEALER | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA, LLC | 54-1172176 | — | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $25K | — |
Investments
33 direct securities · 7 pooled funds· $26.8M(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.
Uncategorized
$22.4M
31 holdings
Common Collective Trust
$3.3M
7 holdings
Mutual Funds
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.4M | 12.8% | |
| TIAA-CREF Lifecycle Index 2040 Fund | — | — | — | $2.2M | 8.3% | |
| TIAA-CREF Lifecycle Index 2030 Fund | — | — | — | $1.9M | 7.2% | |
| TIAA-CREF Lifecycle Index 2035 Fund | — | — | — | $1.9M | 7.2% | |
| TIAA-CREF Lifecycle Index 2050 Fund | — | — | — | $1.4M | 5.3% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 5.2% | |
| Vanguard Treasury Money Market Fund Investment | — | — | — | $1.3M | 4.9% | |
| TIAA-CREF Lifecycle Index 2045 Fund | — | — | — | $1.2M | 4.6% | |
| and Money Market Mutual Funds American Funds American Balanced Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| LARGE CAP GROWTH FUND III - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.8% | |
| Group Annuity Contract VOYA Retirement Insurance and * Annuity Company Group Annuity Contract | — | — | — | $974K | 3.6% | |
| TIAA-CREF Lifecycle Index 2025 Fund | — | — | — | $829K | 3.1% | |
| TIAA-CREF Lifecycle Index 2055 Fund | — | — | — | $817K | 3.0% | |
| T. Rowe Price Science and Technology Fund | — | — | — | $812K | 3.0% | |
| TIAA-CREF Lifecycle Index 2020 Fund | — | — | — | $768K | 2.9% | |
| Hartford Funds Dividend and Growth Fund | — | — | — | $756K | 2.8% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund | — | — | — | $664K | 2.5% | |
| Virtus Mutual Funds Mid-Cap Value Fund | — | — | — | $533K | 2.0% | |
| TIAA-CREF Lifecycle Index 2060 Fund | — | — | — | $442K | 1.6% | |
| T. Rowe Price Global Stock Fund | — | — | — | $409K | 1.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $395K | 1.5% | |
| CORE PLUS BOND FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $388K | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $331K | 1.2% | |
| MID CAP GROWTH FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $239K | 0.9% | |
| Hartford Schroders International Multi-Cap Value Fund | — | — | — | $238K | 0.9% | |
| Fidelity International Index Fund | — | — | — | $206K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $167K | 0.6% | |
| Goldman Sachs Small Cap Value Insights Fund | — | — | — | $116K | 0.4% | |
| TIAA-CREF Lifecycle Index 2065 Fund | — | — | — | $94K | 0.3% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $93K | 0.3% | |
| SMALL CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $89K | 0.3% | |
| EMERGING MARKETS FUND - FEE CLASS R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $88K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $86K | 0.3% | |
| Western Asserts Core Bond Fund | — | — | — | $85K | 0.3% | |
| Dimensional Fund Advisor LP Inflation Protected Securities Portfolio Fund | — | — | — | $73K | 0.3% | |
| INTERNATIONAL EQUITY FUND - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $68K | 0.3% | |
| Fidelity Long Term Treasury Bond Index | — | — | — | $57K | 0.2% | |
| Lazard Global Investment Bank Global Listed Infrastructure Portfolio Fund | — | — | — | $7K | <0.1% | |
| and Money Market Mutual Funds (Continued) TIAA-CREF Lifecycle Index 2015 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| VOYA Investments Government Money Market Fund | — | — | — | $4K | <0.1% |