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Original filing (PDF)20250922085111NAL0004471089001
LUVATA APPLETON, LLC
Form 5500
FILING_RECEIVED
LUVATA APPLETON LLC INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
182
Accounts w/ balance
218
Plan assets (EOY)
$35.5M
Net assets (EOY)
$35.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUVATA APPLETON, LLC.
Plan sponsor
Name
LUVATA APPLETON, LLC
EIN
39-1714255
Address
553 CARTER COURT · KIMBERLY, WI · 54136
Phone
(920) 738-5087
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
Investments
23 direct securities · 1 pooled fund· $35.5M(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
$31.5M
23 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Fund Mutual Fund | — | — | — | $5.3M | 14.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.0M | 11.2% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual Fund | — | — | — | $3.5M | 9.8% | |
| Schwab S&P 500 Index Select Fund Mutual Fund | — | — | — | $3.1M | 8.8% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $2.9M | 8.1% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.6M | 7.5% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.1M | 5.8% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.8M | 5.2% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.8M | 5.1% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.8M | 5.1% | |
| JP Morgan Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $1.7M | 4.8% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual Fund | — | — | — | $705K | 2.0% | |
| Vanguard Mid Cap Index Fund, Admiral Fund Mutual Fund | — | — | — | $691K | 1.9% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual Fund | — | — | — | $488K | 1.4% | |
| Maturing through $0 | — | — | — | $486K | 1.4% | |
| Baird Core Plus Bond Institutional Fund Mutual Fund | — | — | — | $411K | 1.2% | |
| Vanguard Small Cap Index Fund, Admiral Fund Mutual Fund | — | — | — | $399K | 1.1% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual Fund | — | — | — | $315K | 0.9% | |
| Vanguard Institutional Target Retirement Income Fund Mutual Fund | — | — | — | $310K | 0.9% | |
| Vanguard REIT Index Fund, Admiral Fund Mutual Fund | — | — | — | $306K | 0.9% | |
| T. Rowe Price Integrated U.S. Small Cap Equity Fund I Class Fund Mutual Fund | — | — | — | $305K | 0.9% | |
| Vanguard Value Index Admiral Fund Mutual Fund | — | — | — | $149K | 0.4% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund | — | — | — | $136K | 0.4% | |
| Money Market * T. Rowe Price Government Money Market Fund | — | — | — | $128K | 0.4% |
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