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Original filing (PDF)20250624071029NAL0009519664001
SKYWARD, INC.
Form 5500
FILING_RECEIVED
SKYWARD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
718
Accounts w/ balance
725
Plan assets (EOY)
$106.5M
Net assets (EOY)
$106.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 68% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYWARD, INC..
Plan sponsor
Name
SKYWARD, INC.
EIN
39-1471992
Address
2601 SKYWARD DRIVE · STEVENS POINT, WI · 54482
Phone
(715) 341-9406
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-06-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $179K | — |
Investments
28 direct securities · 3 pooled funds· $106.4M(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
$98.7M
28 holdings
Common Collective Trust
$7.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual Fund | — | — | — | $13.0M | 12.2% | |
| Vanguard Index TR 500 Admiral SHS | — | — | — | $8.6M | 8.1% | |
| Harbor Capital Appreciation Fund | — | — | — | $8.4M | 7.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $7.0M | 6.6% | |
| Dodge and Cox Balanced Fund | — | — | — | $6.4M | 6.0% | |
| American Funds Europacific Growth Fund | — | — | — | $6.1M | 5.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $5.6M | 5.2% | |
| Virtus Ceredex Mid-Cap Value Equity Fund R6 | — | — | — | $5.1M | 4.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $4.3M | 4.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.1M | 3.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $4.0M | 3.8% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.7% | |
| Goldman Sachs Mid Cap Growth Fund R6 | — | — | — | $4.0M | 3.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.8M | 3.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.5M | 3.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.0% | |
| Vanguard Small Cap Index ADM Fund | — | — | — | $2.8M | 2.7% | |
| Vanguard Real Estate Index Fund ADM | — | — | — | $2.0M | 1.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.8M | 1.7% | |
| Wasatch Small Cap Growth Fund | — | — | — | $1.7M | 1.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.3M | 1.2% | |
| Dodge and Cox International Stock Fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement Income | — | — | — | $895K | 0.8% | |
| Goldman Sachs Small Cap Value Fund R6 | — | — | — | $821K | 0.8% | |
| Vanguard Target Retirement 2025 | — | — | — | $778K | 0.7% | |
| American Funds New World Fund R6 | — | — | — | $634K | 0.6% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $542K | 0.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $503K | 0.5% | |
| Templeton Global Bond R6 | — | — | — | $290K | 0.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $108K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $21K | <0.1% |
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