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Original filing (PDF)20251008120518NAL0003257811001
VENTUREDYNE LTD
Form 5500
FILING_RECEIVED
THERMOTRON EMPLOYEES RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
—
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
1 pooled trust
Schedule D
88 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- 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
017
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
88 direct securities · 1 pooled fund· $109.3M(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
$71.4M
88 holdings
Master Trust
$37.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VENTUREDYNE LTD MASTER RETIREMENT VENTUREDYNE LTD · EIN 39-1568252 / PN 016 | Master Trust | — | — | $37.9M | 100.0% | |
| Cash and Equivalents * FIRST AMERICAN INST PRIME OBLIG FD CL T #3424 | — | — | $3.2M | $3.2M | 8.5% | |
| AXON ENTERPRISE INC | — | — | $432K | $2.4M | 6.3% | |
| AMPHENOL CORP CL A | — | — | $140K | $2.3M | 6.0% | |
| O REILLY AUTOMOTIVE INC | — | — | $192K | $2.2M | 5.9% | |
| COPART INC | — | — | $132K | $2.1M | 5.5% | |
| FISERV INC | — | — | $195K | $2.0M | 5.3% | |
| GARTNER INC | — | — | $445K | $2.0M | 5.2% | |
| TYLER TECHNOLOGIES INC | — | — | $391K | $1.8M | 4.8% | |
| VERISK ANALYTICS INC COM | — | — | $589K | $1.7M | 4.6% | |
| H E I C O CORPORATION CL A | — | — | $1.1M | $1.6M | 4.3% | |
| KEYSIGHT TECHNOLOGIES INC | — | — | $1.1M | $1.5M | 3.9% | |
| CADENCE DESIGN SYS INC | — | — | $844K | $1.4M | 3.7% | |
| Domestic Common Stocks (continued) ROLLINS INC | — | — | $1.3M | $1.4M | 3.7% | |
| BURLINGTON STORES INC | — | — | $807K | $1.3M | 3.4% | |
| ROPER TECHNOLOGIES INC COM | — | — | $417K | $1.2M | 3.3% | |
| STERIS PLC SHS USD | — | — | $699K | $1.2M | 3.2% | |
| BROADRIDGE FINANCIAL SOLUTIONS INC | — | — | $329K | $1.2M | 3.2% | |
| IDEX CORP | — | — | $546K | $1.2M | 3.2% | |
| RYAN SPECIALTY HOLDINGS INC | — | — | $803K | $1.2M | 3.2% | |
| HUBSPOT INC | — | — | $425K | $1.2M | 3.1% | |
| INTERCONTINENTAL EXCHANGE INC | — | — | $161K | $1.2M | 3.1% | |
| POOL CORPORATION | — | — | $479K | $1.2M | 3.1% | |
| WATSCO INC COM | — | — | $324K | $1.1M | 2.9% | |
| INTUIT INC | — | — | $38K | $1.1M | 2.8% | |
| CHURCH AND DWIGHT CO INC | — | — | $406K | $1.1M | 2.8% | |
| COSTAR GROUP INC | — | — | $317K | $1.0M | 2.7% | |
| Domestic Common Stocks ADVANCED DRAINAGE SYSTEMS IN | — | — | $811K | $1.0M | 2.7% | |
| IDEXX LABS INC | — | — | $222K | $996K | 2.6% | |
| OLD DOMINION FGHT LINE INC | — | — | $899K | $851K | 2.2% | |
| MONOLITHIC POWER SYSTEMS INC | — | — | $774K | $789K | 2.1% | |
| VULCAN MATLS CO COM | — | — | $658K | $750K | 2.0% | |
| DELTA AIRLINES INC | — | — | $471K | $720K | 1.9% | |
| RAYMOND JAMES FINL INC | — | — | $171K | $688K | 1.8% | |
| HEALTHEQUITY INC | — | — | $603K | $680K | 1.8% | |
| REPLIGEN CORP | — | — | $621K | $649K | 1.7% | |
| FRESHPET INC | — | — | $546K | $618K | 1.6% | |
| EPAM SYS INC COM | — | — | $465K | $606K | 1.6% | |
| CME GROUP INC | — | — | $496K | $597K | 1.6% | |
| LABORATORY CORP OF AMERICA HOLDINGS $ | — | — | $495K | $588K | 1.6% | |
| Foreign Common Stocks AIRBUS SE A D R REPSTG 0.25 ORD SHS | — | — | $436K | $586K | 1.5% | |
| ALPHABET INC CL A | — | — | $165K | $573K | 1.5% | |
| GLOBAL PAYMENTS INC | — | — | $739K | $572K | 1.5% | |
| UBER TECHNOLOGIES INC | — | — | $484K | $565K | 1.5% | |
| AMAZON COM INC | — | — | $279K | $562K | 1.5% | |
| CHEVRON CORPORATION | — | — | $623K | $560K | 1.5% | |
| SYSCO CORP | — | — | $522K | $560K | 1.5% | |
| BRISTOL MYERS SQUIBB CO | — | — | $433K | $559K | 1.5% | |
| JPMORGAN CHASE CO | — | — | $248K | $559K | 1.5% | |
| TEXAS INSTRUMENTS INC | — | — | $479K | $552K | 1.5% | |
| ANSYS INC | — | — | $101K | $550K | 1.5% | |
| UNION PACIFIC CORP COM | — | — | $452K | $545K | 1.4% | |
| COMCAST CORP | — | — | $551K | $541K | 1.4% | |
| CONTRA ABIOMED INC 1 COOPER COS | — | — | $356K | $534K | 1.4% | |
| CHUBB LIMITED COM | — | — | $231K | $526K | 1.4% | |
| DEXCOM INC | — | — | $835K | $524K | 1.4% | |
| ELEVANCE HEALTH | — | — | $582K | $515K | 1.4% | |
| ULTA BEAUTY INC COM | — | — | $331K | $509K | 1.3% | |
| MEDTRONIC PLC SHS | — | — | $541K | $504K | 1.3% | |
| DIAGEO PLC | — | — | $561K | $501K | 1.3% | |
| P G INDS INC | — | — | $520K | $490K | 1.3% | |
| US BANCORP | — | — | $429K | $481K | 1.3% | |
| SEMPRA COM | — | — | $358K | $480K | 1.3% | |
| TE CONNECTIVITY LTD SHS | — | — | $348K | $477K | 1.3% | |
| P N C FINANCIAL SERVICES GROUP INC | — | — | $286K | $460K | 1.2% | |
| CENTENE CORP | — | — | $476K | $446K | 1.2% | |
| JOHNSON | — | — | $488K | $410K | 1.1% | |
| TRIMBLE NAV LTD | — | — | $192K | $409K | 1.1% | |
| TJX COMPANIES INC | — | — | $180K | $402K | 1.1% | |
| LAUDER ESTEE | — | — | $480K | $391K | 1.0% | |
| CENOVUS ENERGY INC | — | — | $459K | $381K | 1.0% | |
| CORTEVA INC COM | — | — | $258K | $381K | 1.0% | |
| MASTERCARD INC | — | — | $238K | $381K | 1.0% | |
| GOLDMAN SACHS GROUP INC | — | — | $168K | $370K | 1.0% | |
| AIRBNB INC | — | — | $378K | $367K | 1.0% | |
| AMERICAN ELEC PWR CO INC COM | — | — | $378K | $362K | 1.0% | |
| LULULEMON ATHLETICA INC | — | — | $295K | $357K | 0.9% | |
| ALIGN TECHNOLOGY INC | — | — | $223K | $357K | 0.9% | |
| CONSTELLATION BRANDS INC A | — | — | $364K | $355K | 0.9% | |
| SS C TECHNOLOGIES HOLDINGS | — | — | $154K | $350K | 0.9% | |
| BENTLEY SYS INC COM | — | — | $384K | $339K | 0.9% | |
| AMERICAN EXPRESS CO | — | — | $113K | $303K | 0.8% | |
| RTX CORPORATION | — | — | $166K | $256K | 0.7% | |
| Domestic Common Stocks (continued) FORTUNE BRANDS INNOVATIONS INC | — | — | $182K | $247K | 0.7% | |
| APPLIED MATERIALS INC | — | — | $87K | $200K | 0.5% | |
| BLACKLINE INC | — | — | $207K | $198K | 0.5% | |
| GENERAC HOLDINGS INC | — | — | $345K | $181K | 0.5% | |
| COGNEX CORP | — | — | $166K | $135K | 0.4% | |
| CHARLES RIV LABS INTL INC | — | — | $210K | $132K | 0.3% |
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