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Original filing (PDF)20251230183946NAL0020258625001
SERIGRAPH, INC.
Form 5500
FILING_RECEIVED
SERIGRAPH, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
324
Accounts w/ balance
535
Plan assets (EOY)
$79.2M
Net assets (EOY)
$79.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
299 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
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERIGRAPH, INC..
Plan sponsor
Name
SERIGRAPH, INC.
EIN
39-1591367
Address
3801 EAST DECORAH ROAD · WEST BEND, WI · 53095
Phone
(262) 335-7347
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | — | BROOKFIELD, WI | INVESTMENT ADVISOR | $99K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $55K | — |
Investments
290 direct securities · 17 pooled funds· $91.2M(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.
Common Collective Trust
$49.0M
17 holdings
Uncategorized
$42.2M
290 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $13.0M | 16.4% | |
| [DFE: HARBOR CAPITAL APPRECIATION CIT (extraction pending)] | — | — | — | $6.9M | 8.7% | |
| HARBOR COLLECTIVE INVESTMENT TRUST HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $6.9M | 8.7% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.1M | 7.7% | |
| T ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.9M | 7.4% | |
| GREAT GRAY CIT GAC 25554 FD J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.7M | 4.6% | |
| T ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.2% | |
| PUTNAM STABLE VALUE FUND CL 20 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 3.1% | |
| T ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| T ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| TRP BOND TRUST I | — | — | — | $1.5M | 1.9% | |
| T ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| TRP GROWTH STOCK TRUST | — | — | — | $1.3M | 1.7% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $1.3M | 1.6% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $926K | 1.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $889K | 1.1% | |
| T ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $800K | 1.0% | |
| TRP BOND TRUST I | — | — | — | $798K | 1.0% | |
| TRP GROWTH STOCK TRUST | — | — | — | $766K | 1.0% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $756K | 1.0% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $652K | 0.8% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $624K | 0.8% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $580K | 0.7% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $567K | 0.7% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $552K | 0.7% | |
| TRP REAL ASSETS TRUST I | — | — | — | $552K | 0.7% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $531K | 0.7% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $528K | 0.7% | |
| TRP EQUITY INDEX TRUST | — | — | — | $513K | 0.6% | |
| TRP BOND TRUST I | — | — | — | $511K | 0.6% | |
| TRP GROWTH STOCK TRUST | — | — | — | $481K | 0.6% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $470K | 0.6% | |
| TRP GROWTH STOCK TRUST | — | — | — | $464K | 0.6% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $462K | 0.6% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $440K | 0.6% | |
| T ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $439K | 0.6% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $382K | 0.5% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $379K | 0.5% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $360K | 0.5% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $353K | 0.4% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $335K | 0.4% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $333K | 0.4% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $328K | 0.4% | |
| TRP BOND TRUST I | — | — | — | $326K | 0.4% | |
| TRP EQUITY INDEX TRUST | — | — | — | $322K | 0.4% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $320K | 0.4% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $318K | 0.4% | |
| TRP EQUITY INDEX TRUST | — | — | — | $314K | 0.4% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $310K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $307K | 0.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $303K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $301K | 0.4% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $288K | 0.4% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $265K | 0.3% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $263K | 0.3% | |
| TRP HIGH YIELD TRUST | — | — | — | $260K | 0.3% | |
| T ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $244K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $237K | 0.3% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $235K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $231K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $225K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $219K | 0.3% | |
| TRP BOND TRUST I | — | — | — | $214K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $212K | 0.3% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $208K | 0.3% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $206K | 0.3% | |
| TRP EQUITY INDEX TRUST | — | — | — | $206K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $204K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $199K | 0.3% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $196K | 0.2% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $189K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $187K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $186K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $185K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $184K | 0.2% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $184K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $181K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $176K | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCED T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $166K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $166K | 0.2% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $165K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $164K | 0.2% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $159K | 0.2% | |
| TRP US TREASURY MM TRUST | — | — | — | $157K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $152K | 0.2% | |
| TRP HIGH YIELD TRUST | — | — | — | $151K | 0.2% | |
| TRP NEW HORIZONS TRUST | — | — | — | $150K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $144K | 0.2% | |
| TRP BOND TRUST I | — | — | — | $141K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $135K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $130K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $124K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $123K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $122K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $121K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $121K | 0.2% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $121K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $117K | 0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $116K | 0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $112K | 0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $112K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $106K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $106K | 0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $100K | 0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $98K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $96K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $95K | 0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $94K | 0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $84K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $84K | 0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $84K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $83K | 0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $82K | 0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $81K | 0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $78K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $78K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $77K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $76K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $75K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $75K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $74K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $74K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $73K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $73K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $70K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $70K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $70K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $69K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $69K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $69K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $68K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $68K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $68K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $67K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $63K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $62K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $61K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $60K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $60K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $59K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $58K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $56K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $55K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $54K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $54K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $54K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $53K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $50K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $49K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $49K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $49K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $49K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $48K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $48K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $47K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $47K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $46K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $46K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $45K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $44K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $44K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $42K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $42K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $41K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $39K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $38K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $38K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $38K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $38K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $37K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $34K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $33K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $33K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $32K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $31K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $30K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $29K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $29K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $28K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $27K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $27K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $27K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $26K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $26K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $26K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $26K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $26K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $26K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $26K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $25K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $24K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $23K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $23K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $23K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $22K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $22K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $22K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $21K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $21K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $20K | <0.1% |
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JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B