Back to filter
Original filing (PDF)20250829133857NAL0006149683001
PLANK ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
PLANK ENTERPRISES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
142
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
33 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 PLANK ENTERPRISES, INC..
Plan sponsor
Name
PLANK ENTERPRISES, INC.
EIN
39-1374364
Address
4404 ANDERSON DRIVE · EAU CLAIRE, WI · 54703
Phone
(715) 839-1225
Industry
Management of Companies / Holdingssee 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
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $41K | — |
Investments
33 direct securities· $19.4M(98% of reported assets)
Uncategorized
$16.3M
32 holdings
Mutual Funds
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity New Insights Fund, Class Z N/R | Mutual Funds | — | — | $3.2M | 15.9% | |
| Alger Focus Equity Fund, Class Z N/R | — | — | — | $3.0M | 15.3% | |
| Fidelity International Capital Appreciation N/R | — | — | — | $2.0M | 10.0% | |
| Fund, Class Z * Fidelity 500 Index Fund N/R | — | — | — | $1.9M | 9.6% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.5M | 7.7% | |
| Alger Small Cap Focus Fund, Class Z N/R | — | — | — | $1.0M | 5.1% | |
| JPMorgan Equity Income Fund, Class R6 N/R | — | — | — | $909K | 4.6% | |
| Invesco Oppenheimer Discovery Mid Cap N/R | — | — | — | $752K | 3.8% | |
| Dodge & Cox Stock Fund N/R | — | — | — | $632K | 3.2% | |
| American Funds American Balanced Fund, Class R6 N/R | — | — | — | $541K | 2.7% | |
| Money Market Fund * Fidelity Government Money Market Fund N/A | — | — | — | $518K | 2.6% | |
| Growth, Fund Y PGIM Total Return Bond Fund, Class R6 N/R | — | — | — | $479K | 2.4% | |
| JPMorgan Mid Cap Value Fund, Class R6 N/R | — | — | — | $382K | 1.9% | |
| BlackRock High Yield Bond Institutional Fund N/R | — | — | — | $341K | 1.7% | |
| Janus Henderson Triton Fund, Class I N/R | — | — | — | $321K | 1.6% | |
| American Beacon Small Cap Value Fund, Class R5 N/R | — | — | — | $278K | 1.4% | |
| Fidelity Total International Index Fund N/R | — | — | — | $255K | 1.3% | |
| Fidelity Freedom 2045 Fund, Class Z N/R | — | — | — | $244K | 1.2% | |
| Fidelity Freedom 2030 Fund, Class Z N/R | — | — | — | $230K | 1.2% | |
| Fidelity Limited Term Bond Fund, Class Z N/R | — | — | — | $226K | 1.1% | |
| Class Z * Fidelity Freedom 2060 Fund, Class Z N/R | — | — | — | $160K | 0.8% | |
| Fidelity Freedom 2040 Fund, Class Z N/R | — | — | — | $115K | 0.6% | |
| Fidelity Freedom 2055 Fund, Class Z N/R | — | — | — | $82K | 0.4% | |
| Fidelity Focus Emerging Markets Fund, N/R | — | — | — | $67K | 0.3% | |
| Fidelity Freedom 2050 Fund, Class Z N/R | — | — | — | $60K | 0.3% | |
| Fidelity International Small Cap Opp Z N/R | — | — | — | $56K | 0.3% | |
| Fidelity Freedom 2065 Fund, Class Z N/R | — | — | — | $56K | 0.3% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $49K | 0.2% | |
| Fidelity Freedom 2025 Fund, Class Z N/R | — | — | — | $32K | 0.2% | |
| Fidelity Freedom 2035 Fund, Class Z N/R | — | — | — | $30K | 0.2% | |
| Participant Loans Interest rate: 9.50% $0 | — | — | — | $21K | 0.1% | |
| Fidelity Freedom 2020 Fund, Class Z N/R | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2015 Fund, Class Z N/R | — | — | — | $3K | <0.1% |
Related plans
Other plans using COMMONWEALTH FINANCIAL NETWORK
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
$9.2B · 68,206 participants
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
EMORY UNIVERSITY RETIREMENT PLAN
$5.5B · 21,409 participants
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
$4.3B
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
COZEN OCONNOR
COZEN OCONNOR PROFIT SHARING PLAN A
$750.8M · 1,527 participants
Similar-size Management of Companies / Holdings plans
ILLINOIS TOOL WORKS INC.
ITW BARGAINING SAVINGS AND INVESTMENT PLAN
$19.8M · 357 participants
ASSURANCEAMERICA CORPORATION
ASSURANCEAMERICA CORPORATION 401(K) RETIREMENT PLAN
$19.9M · 372 participants
QSRSOFT, LLC
THE QUMULUS 401(K) PLAN
$19.7M · 128 participants
M & S ACQUISITION CORPORATION
M & S ACQUISITION CORPORATION 401(K) PLAN
$19.9M · 164 participants
RADIANS, INC.
RADIANS, INC. 401(K) PLAN
$20.0M · 411 participants
AUS, INC.
AUS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$19.6M · 264 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