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Original filing (PDF)20250912065056NAL0000944400001
DIVERSATEK, INC.
Form 5500
FILING_RECEIVED
DIVERSATEK, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
225
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
22 pooled trusts
Schedule D
23 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
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSATEK, INC..
Plan sponsor
Name
DIVERSATEK, INC.
EIN
39-1558213
Address
102 E. KEEFE · MILWAUKEE, WI · 532121535
Phone
(414) 253-0600
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
2025-09-12
Pension benefit codes
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
2E · Profit-sharing
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 | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HECK CAPITAL ADVISORS LLC | 26-0202276 | — | ADVISOR | $16K | — |
Investments
22 direct securities · 22 pooled funds· $17.5M(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
$16.1M
21 holdings
Common Collective Trust
$1.2M
17 holdings
Pooled Separate Account
$160K
5 holdings
Mutual Funds
$34K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Total Market Index Fund N/R | — | — | — | $3.4M | 19.3% | |
| American Funds 2050 Target Date Retire R6 Fund N/R | — | — | — | $2.2M | 12.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.8% | |
| American Funds 2035 Target Date Retire R6 Fund N/R | — | — | — | $1.0M | 5.8% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $968K | 5.5% | |
| JPMorgan Equity Income R6 N/R | — | — | — | $869K | 5.0% | |
| Fidelity Investments Extended Market Index N/R | — | — | — | $785K | 4.5% | |
| BlackRock Total Return K N/R | — | — | — | $758K | 4.3% | |
| MFS International Equity R6 N/R | — | — | — | $677K | 3.9% | |
| Fidelity Investments Total Int Index Fund N/R | — | — | — | $643K | 3.7% | |
| Fidelity Investments Mid Cap Index Fund N/R | — | — | — | $573K | 3.3% | |
| American Funds 2025 Target Date Retire R6 Fund N/R | — | — | — | $557K | 3.2% | |
| American Funds 2060 Target Date Retire R6 Fund N/R | — | — | — | $556K | 3.2% | |
| American Funds 2030 Target Date Retire R6 Fund N/R | — | — | — | $544K | 3.1% | |
| American Funds 2055 Target Date Retire R6 Fund N/R | — | — | — | $508K | 2.9% | |
| American Funds 2045 Target Date Retire R6 Fund N/R | — | — | — | $454K | 2.6% | |
| American Funds 2040 Target Date Retire R6 Fund N/R | — | — | — | $414K | 2.4% | |
| American Funds 2020 Target Date Retire R6 Fund N/R | — | — | — | $401K | 2.3% | |
| Fidelity Investments Small Cap Value Index N/R | — | — | — | $397K | 2.3% | |
| Fidelity Investments Small Gap Growth Index N/R | — | — | — | $240K | 1.4% | |
| PRINCIPAL U S PROPERTY SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $160K | 0.9% | |
| American Funds 2065 Target Date Retire R6 Fund N/R | — | — | — | $128K | 0.7% | |
| American Funds 2015 Target Date Retire R6 Fund N/R | — | — | — | $75K | 0.4% | |
| American Funds 2010 Target Date Retire R6 Fund N/R | Mutual Funds | — | — | $34K | 0.2% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANYGREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| JANUS HND INT ALP EQ CF CI III GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL SMALLCAP GROWTH I SEP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL SMALLCAP VALUE II SEP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
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