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Original filing (PDF)20251013122929NAL0001935888001
SELLARS ABSORBENT MATERIALS, INC.
Form 5500
FILING_RECEIVED
SELLARS ABSORBENT MATERIALS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
283
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
28 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
- 49 bps in Schedule C fees — 69% 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 SELLARS ABSORBENT MATERIALS, INC..
Plan sponsor
Name
SELLARS ABSORBENT MATERIALS, INC.
EIN
39-1518030
Address
6565 N 60TH STREET · MILWAUKEE, WI · 53223
Phone
(414) 353-5650
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
VRAKAS-BLUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $61K | — |
| IFP GROUP, LLC | 83-0951655 | — | NONE | $53K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
27 direct securities· $23.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.7M | 16.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.7M | 11.8% | |
| JP Morgan Growth Advantage Fund | — | — | — | $2.1M | 9.1% | |
| Columbia Dividend Income Fund | — | — | — | $1.3M | 5.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.3M | 5.6% | |
| Vanguard 500 Index Fund | — | — | — | $1.2M | 5.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 5.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.1M | 4.6% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $1.0M | 4.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $845K | 3.7% | |
| MFS International Diversification Fund | — | — | — | $694K | 3.0% | |
| Fidelity Advisor Total Bond Fund | — | — | — | $692K | 3.0% | |
| Participants Notes receivable from participants - various repayment schedules through December 2029 with interest rates ranging from 4.25% to 9.50% - | — | — | — | $623K | 2.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $594K | 2.6% | |
| Parnassus Core Equity Fund | — | — | — | $493K | 2.1% | |
| MFS Mid Cap Growth Fund | — | — | — | $450K | 1.9% | |
| Standard Insurance Company Stable Asset Fund A | — | — | — | $440K | 1.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $352K | 1.5% | |
| American Century Mid Cap Value Fund | — | — | — | $149K | 0.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $146K | 0.6% | |
| Vanguard Small Cap Index Fund | — | — | — | $141K | 0.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $138K | 0.6% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $104K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $79K | 0.3% | |
| JP Morgan Income Fund | — | — | — | $13K | <0.1% | |
| PIMCO Real Return Fund | — | — | — | $11K | <0.1% |