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Original filing (PDF)20251014151301NAL0001595731004
SAPUTO CHEESE USA INC.
Form 5500
FILING_RECEIVED
SAPUTO USA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,523
Accounts w/ balance
8,440
Plan assets (EOY)
$649.9M
Net assets (EOY)
$649.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 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 SAPUTO CHEESE USA INC..
Plan sponsor
Name
SAPUTO CHEESE USA INC.
EIN
39-1629977
Address
10700 W RESEARCH DRIVE, SUITE 400 · MILWAUKEE, WI · 532260226
Phone
(847) 267-1100
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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON LAMBERT LLP | — | CHARLOTTE, NC | AUDIT/TAX SERVICES | $34K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $364K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $70K | — |
Investments
13 direct securities · 15 pooled funds· $649.9M(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.
Common Collective Trust
$467.4M
15 holdings
Uncategorized
$182.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $73.3M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $60.2M | 9.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $52.4M | 8.1% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $49.2M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $48.5M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $45.4M | 7.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $42.6M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $39.2M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $38.9M | 6.0% | |
| T. Rowe Price Large Capital Growth Mutual Fund | — | — | — | $35.4M | 5.4% | |
| Diamond Hill Large Cap Mutual Fund | — | — | — | $28.9M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $24.4M | 3.7% | |
| T. Rowe Price New Horizons Fund Mutual Fund | — | — | — | $20.7M | 3.2% | |
| Vanguard Total Bond Market Index Signal Mutual Fund | — | — | — | $17.1M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.6% | |
| Vanguard Inter Growth Fund Mutual Fund | — | — | — | $16.1M | 2.5% | |
| WELLINGTON CIF SMALL CAP OPPS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $13.0M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.3% | |
| WF Spec/Allspring Spec Mid Cap Val Inst Mutual Fund | — | — | — | $7.8M | 1.2% | |
| Vanguard TTL Intl STK IND Adm Mutual Fund | — | — | — | $3.1M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $2.0M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| American Funds Europac GRW R6 Mutual Fund | — | — | — | $1.2M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $949K | 0.1% | |
| Blackrock Total Return K Mutual Fund | — | — | — | $937K | 0.1% | |
| Participant loans 2041) $0 | — | — | — | $114K | <0.1% | |
| US Treasury Money Fund Mutual Fund | — | — | — | $8K | <0.1% |