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Original filing (PDF)20250909143233NAL0043613618001
POLYFAB LLC
Form 5500
FILING_RECEIVED
POLYFAB LLC EMPLOYEES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
122
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYFAB LLC.
Plan sponsor
Name
POLYFAB LLC
EIN
39-1151695
Address
1705 MARTIN AVE · SHEBOYGAN, WI · 530834636
Phone
(920) 459-2525
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $37K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $9K | — |
Investments
26 direct securities · 2 pooled funds· $8.1M(98% 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
$7.5M
26 holdings
Common Collective Trust
$570K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Balanced Fund Class X | — | — | — | $1.0M | 12.4% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $972K | 11.8% | |
| American Funds Growth Fund of America Class R6 | — | — | — | $767K | 9.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $653K | 7.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $540K | 6.5% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $404K | 4.9% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $334K | 4.0% | |
| American Funds New Perspective Fund Class R6 | — | — | — | $319K | 3.9% | |
| Goldman Sachs Small Cap Value Fund | — | — | — | $319K | 3.9% | |
| American Funds Europacific Growth Fund Class R6 | — | — | — | $317K | 3.8% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $311K | 3.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $266K | 3.2% | |
| Harbor Capital Small Cap Growth Retirement Fund | — | — | — | $249K | 3.0% | |
| Nicholas Company Nicholas II Fund | — | — | — | $245K | 3.0% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $237K | 2.9% | |
| Vanguard Target Retirement 2030 | — | — | — | $166K | 2.0% | |
| American Funds Washington Mutual Investment Fund | — | — | — | $155K | 1.9% | |
| Vanguard Short - Term Investment Grade | — | — | — | $135K | 1.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $131K | 1.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $123K | 1.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $107K | 1.3% | |
| T. Rowe Price Mid Cap Value Fund I | — | — | — | $82K | 1.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $72K | 0.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $67K | 0.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $42K | 0.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2070 | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1K | <0.1% |
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