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Original filing (PDF)20251014100301NAL0001211827001
FIVE STAR FABRICATING, INC.
Form 5500
FILING_RECEIVED
FIVE STAR FABRICATING, INC. 401K SAVINGS PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
120
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
81
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Voya American Funds Fundamental Investors Fund" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVE STAR FABRICATING, INC..
Plan sponsor
Name
FIVE STAR FABRICATING, INC.
EIN
39-1505250
Address
8899 368TH AVENUE · PO BOX 700 · TWIN LAKES, WI · 531819136
Phone
(262) 877-2171
Industry
Manufacturingsee 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
2025-10-14
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
VRAKAS, S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPG RETIREMENT PLAN SERVICES, LTD. | 39-1915811 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
Investments
31 direct securities · 1 pooled fund· $18.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.2M
31 holdings
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.8M | 95.8% | |
| Voya American Funds Fundamental Investors Fund | — | — | — | $3.4M | 37.0% | |
| Voya American Funds American Balanced Fund | — | — | — | $749K | 8.1% | |
| Voya Vanguard Target Retirement 2045 Fund | — | — | — | $608K | 6.6% | |
| Voya Vanguard Target Retirement 2025 Fund | — | — | — | $544K | 5.9% | |
| Voya Vanguard Target Retirement 2035 Fund | — | — | — | $460K | 5.0% | |
| Voya Mid-Cap Growth Equity Fund | — | — | — | $446K | 4.8% | |
| Voya Vanguard Target Retirement 2050 Fund | — | — | — | $308K | 3.3% | |
| Voya Money Market Fund ** 212 * Voya Fixed Account | — | — | — | $273K | 3.0% | |
| Voya Vanguard Target Retirement 2040 Fund | — | — | — | $241K | 2.6% | |
| Voya separate accounts * Voya Alliance Bernstein Large Cap Growth Fund | — | — | — | $210K | 2.3% | |
| Voya American Funds EuroPacific Growth Fund | — | — | — | $198K | 2.2% | |
| Voya American Funds New Perspective Fund | — | — | — | $187K | 2.0% | |
| Voya Vanguard Target Retirement 2030 Fund | — | — | — | $169K | 1.8% | |
| Voya Intermediate Bond Fund | — | — | — | $162K | 1.8% | |
| Voya Vanguard 500 Index Fund | — | — | — | $152K | 1.6% | |
| Voya Vanguard Mid-Cap Index Fund | — | — | — | $150K | 1.6% | |
| Voya Franklin Small Cap Value Fund | — | — | — | $150K | 1.6% | |
| Voya Vanguard Total International Stock Index Fund | — | — | — | $143K | 1.6% | |
| Participants Participant notes receivable, various repayment schedules through October 2028 with interest rates ranging from 4.25% to 9.50% - | — | — | — | $115K | 1.2% | |
| Voya Vanguard Target Retirement 2055 Fund | — | — | — | $97K | 1.1% | |
| Voya Vanguard Target Retirement 2060 Fund | — | — | — | $92K | 1.0% | |
| Voya Vanguard Small-Cap Index Fund | — | — | — | $83K | 0.9% | |
| Voya JPMorgan Equity Income Fund | — | — | — | $78K | 0.9% | |
| Voya Vanguard Target Retirement Income Fund | — | — | — | $47K | 0.5% | |
| Voya Vanguard Target Retirement 2065 Fund | — | — | — | $45K | 0.5% | |
| Voya American Funds New World Fund | — | — | — | $29K | 0.3% | |
| Voya PIMCO Real Return Fund | — | — | — | $25K | 0.3% | |
| Voya ClearBridge Small Cap Growth Fund ** 2 * Voya DFA Real Estate Securities Portfolio | — | — | — | $19K | 0.2% | |
| Voya PIMCO International Bond Fund (Unhedged) | — | — | — | $10K | 0.1% | |
| Voya Victory Sycamore Established Value Fund | — | — | — | $5K | <0.1% | |
| Voya Vanguard Target Retirement 2020 Fund | — | — | — | $5K | <0.1% |
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