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Original filing (PDF)20250923112543NAL0007251328001
BATTERIES PLUS, LLC
Form 5500
FILING_RECEIVED
BATTERIES PLUS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,015
Accounts w/ balance
1,274
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
How this plan invests
This plan
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 BATTERIES PLUS, LLC.
Plan sponsor
Name
BATTERIES PLUS, LLC
EIN
39-1703248
Address
1325 WALNUT RIDGE DRIVE · HARTLAND, WI · 53029
Phone
(262) 912-3000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | FINANCIAL ADVISOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $69K | — |
Investments
28 direct securities· $41.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Investor Shares | — | — | — | $8.2M | 19.8% | |
| Vanguard Target Retirement 2040 Investor Shares | — | — | — | $7.7M | 18.8% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $4.6M | 11.2% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $3.1M | 7.5% | |
| Vanguard Target Retirement 2045 Investor Shares | — | — | — | $2.4M | 5.8% | |
| Ishares S&P 500 Index Class K | — | — | — | $2.3M | 5.5% | |
| Jpmorgan Large Cap Growth Class R6 | — | — | — | $1.6M | 4.0% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $1.1M | 2.7% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $1.1M | 2.6% | |
| Jpmorgan Equity Income Class R6 | — | — | — | $952K | 2.3% | |
| Lincoln Stable Value Account -Lngpa Collective Trust Fund | — | — | — | $784K | 1.9% | |
| Neuberger Berman Genesis Class R6 | — | — | — | $763K | 1.9% | |
| Vanguard Target Retirement 2065 Investor Shares | — | — | — | $677K | 1.6% | |
| Mfs Mid Cap Growth Class R6 | — | — | — | $645K | 1.6% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $589K | 1.4% | |
| Participants Participant loans rates from 4.25% to 9.50% | — | — | — | $562K | 1.4% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $486K | 1.2% | |
| American Funds Capital World Growth And Income Class R6 | — | — | — | $473K | 1.2% | |
| American Century Mid Cap Value R6 Class | — | — | — | $399K | 1.0% | |
| Mfs International Growth Class R6 | — | — | — | $318K | 0.8% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $299K | 0.7% | |
| Vanguard Real Estate Index Admiral Shares | — | — | — | $263K | 0.6% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $246K | 0.6% | |
| American Century Small Cap Value R6 Class | — | — | — | $200K | 0.5% | |
| Pimco Income Institutional Class | — | — | — | $125K | 0.3% | |
| Doubleline Total Return Bond Class R6 | — | — | — | $119K | 0.3% | |
| Vanguard Target Retirement 2020 Investor Shares | — | — | — | $116K | 0.3% |
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