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Original filing (PDF)20251015141703NAL0004802625001
POWER TEST, LLC
Form 5500
FILING_RECEIVED
POWER TEST, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
167
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly 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 POWER TEST, LLC.
Plan sponsor
Name
POWER TEST, LLC
EIN
39-1562231
Address
N60 W22700 SILVER SPRING DR · SUSSEX, WI · 53089
Phone
(262) 252-4301
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US, 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 | $66K | — |
Investments
13 direct securities · 8 pooled funds· $17.9M(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
$11.4M
13 holdings
Common Collective Trust
$6.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | — | — | — | $2.4M | 14.6% | |
| Vanguard 500 Index Fund | — | — | — | $2.0M | 12.6% | |
| Associated Trust Company Conservative Balanced Lifestage Fund | — | — | — | $1.7M | 10.5% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.1% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| Goldman Sachs Growth Opportunity Fund | — | — | — | $1.0M | 6.5% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $847K | 5.2% | |
| Dodge and Cox Stock Fund | — | — | — | $801K | 5.0% | |
| Vanguard Small Cap Index Fund | — | — | — | $684K | 4.2% | |
| American Funds Europacific Growth Fund | — | — | — | $648K | 4.0% | |
| MFS Mid Cap Value Fund | — | — | — | $610K | 3.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $608K | 3.8% | |
| Wasatch Small Cap Growth Fund | — | — | — | $506K | 3.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $479K | 3.0% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $430K | 2.7% | |
| American Funds New World Fund | — | — | — | $295K | 1.8% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $285K | 1.8% | |
| Vanguard Small-Cap Val Ind Fd Adm Cl | — | — | — | $135K | 0.8% | |
| Participants 5.25% to 10.50%; maturing through June 2038 - | — | — | — | $104K | 0.6% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
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