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Original filing (PDF)20251024155727NAL0002842179001
VENTUREDYNE LTD
Form 5500
FILING_RECEIVED
VENTUREDYNE LTD SALARIED DEFFERRAL INVESTMENT PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
402
Accounts w/ balance
292
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Columbia Trust" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENTUREDYNE LTD.
Plan sponsor
Name
VENTUREDYNE LTD
EIN
39-1568252
Address
600 COLLEGE AVE · PEWAUKEE, WI · 530723572
Phone
(262) 691-9900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 3 pooled funds· $27.8M(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.
Common Collective Trust
$20.5M
3 holdings
Uncategorized
$7.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLUMBIA TRUST LARGE CAP INDX FND B AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 010 | Common Collective Trust | — | — | $11.2M | 40.4% | |
| Columbia Trust | — | — | — | $7.2M | 25.8% | |
| COLUMBIA TUST STABLE INCOME 1-10 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 019 | Common Collective Trust | — | — | $5.0M | 18.0% | |
| COLUMBIA TRUST SM & MID CAP INDX FN AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 008 | Common Collective Trust | — | — | $4.3M | 15.5% | |
| Participants | — | — | — | $97K | 0.3% |
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