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Original filing (PDF)20251006141124NAL0003741889001
PUSH, INC.
Form 5500
FILING_RECEIVED
PUSH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
330
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUSH, INC..
Plan sponsor
Name
PUSH, INC.
EIN
39-1202644
Address
PO BOX 72 · RICE LAKE, WI · 54868
Phone
(715) 236-7874
Industry
Constructionsee 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
2025-10-06
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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $46K | — |
| INTELLICENTS, INC | 41-1471080 | — | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $11.2M(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
$10.8M
30 holdings
Common Collective Trust
$386K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 K | — | — | — | $1.8M | 16.4% | |
| JP Morgan Large Cap Growth A | — | — | — | $840K | 7.6% | |
| Baird Core Plus Bond Inv | — | — | — | $775K | 7.0% | |
| T Rowe Price All Cap Opportunities Fund | — | — | — | $669K | 6.0% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $587K | 5.3% | |
| BlackRock LifePath Index 2060 K | — | — | — | $572K | 5.2% | |
| Columbia Dividend Income Fund Instl | — | — | — | $542K | 4.9% | |
| BlackRock LifePath Index Retirement K | — | — | — | $518K | 4.7% | |
| BlackRock LifePath Index 2045 K | — | — | — | $437K | 3.9% | |
| BlackRock LifePath Index 2055 K | — | — | — | $405K | 3.7% | |
| BlackRock LifePath Index 2050 K | — | — | — | $390K | 3.5% | |
| Galliard Stable Return Fund M | — | — | — | $386K | 3.5% | |
| SEI TRUST COMPANY GALLIARD STABLE RETURN FUND C · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $386K | 3.5% | |
| AFS Europacific Growth Class R4 | — | — | — | $373K | 3.4% | |
| BlackRock LifePath Index 2040 K | — | — | — | $362K | 3.3% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $354K | 3.2% | |
| Janus Henderson Enterprise Fund Class T | — | — | — | $295K | 2.7% | |
| BlackRock LifePath Index 2035 K | — | — | — | $260K | 2.3% | |
| BlackRock LifePath Index 2065 K | — | — | — | $212K | 1.9% | |
| Victory Sycamore Small Company Opportunity | — | — | — | $120K | 1.1% | |
| Vanguard Real Estate Index Fund | — | — | — | $119K | 1.1% | |
| JP Morgan Mid Cap Value A | — | — | — | $107K | 1.0% | |
| Invesco Developing Markets A | — | — | — | $103K | 0.9% | |
| Janus Henderson Venture I | — | — | — | $103K | 0.9% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $100K | 0.9% | |
| Vanguard Index Trust Mid Cap Index Fund Admiral | — | — | — | $97K | 0.9% | |
| BlackRock High Yield Bond Portfolio Instl | — | — | — | $92K | 0.8% | |
| T Rowe Price New Horizons | — | — | — | $74K | 0.7% | |
| Vanguard Inflation Protected Secs Admiral Class Fund | — | — | — | $29K | 0.3% | |
| Alerus Money Market Fund | — | — | — | $20K | 0.2% | |
| PIMCO International Bond (Unhedged) | — | — | — | $11K | <0.1% |
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