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Original filing (PDF)20251003080751NAL0000715923001
OEM FABRICATORS, INC.
Form 5500
FILING_RECEIVED
OEM FABRICATORS, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
276
Accounts w/ balance
357
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OEM FABRICATORS, INC..
Plan sponsor
Name
OEM FABRICATORS, INC.
EIN
39-1571676
Address
300 MCMILLAN ROAD · WOODVILLE, WI · 54028
Phone
(715) 716-3227
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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP | 51-0295792 | — | NONE | $28K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $25K | — |
Investments
35 direct securities · 1 pooled fund· $20.9M(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
$20.9M
35 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.0M | 14.4% | |
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $2.8M | 13.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.1M | 10.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 6.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 6.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.3M | 6.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $872K | 4.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $833K | 4.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $791K | 3.8% | |
| Fidelity International Index Fidelity 0 | — | — | — | $673K | 3.2% | |
| T. Rowe Price Large Cap Growth I T. Rowe Price 0 | — | — | — | $665K | 3.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $620K | 3.0% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $473K | 2.3% | |
| JPMorgan Large Cap Value R6 JPMorgan 0 | — | — | — | $472K | 2.3% | |
| Schwab Fundamental Intl Equity Index Schwab 0 | — | — | — | $422K | 2.0% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $381K | 1.8% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $363K | 1.7% | |
| Fidelity Emerging Markets K Fidelity 0 | — | — | — | $310K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $297K | 1.4% | |
| Invesco Small Cap Value R6 Invesco 0 | — | — | — | $268K | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $254K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $210K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $207K | 1.0% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $183K | 0.9% | |
| Buffalo Small Cap Growth Instl Buffalo 0 | — | — | — | $177K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $160K | 0.8% | |
| JPMorgan Short Duration Bond R6 JPMorgan 0 | — | — | — | $73K | 0.3% | |
| Vanguard Financials Index Adm Vanguard 0 | — | — | — | $59K | 0.3% | |
| Victory Market Neutral Income I Victory 0 | — | — | — | $57K | 0.3% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $51K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $41K | 0.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $32K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $26K | 0.1% | |
| Baron Real Estate R6 Baron 0 | — | — | — | $12K | <0.1% | |
| Fidelity Select Health Care Portfolio Fidelity 0 | — | — | — | $6K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
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