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Original filing (PDF)20260216062400NAL0005252304001
COLDER'S, INC.
Form 5500
FILING_RECEIVED
COLDER'S, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
133
Accounts w/ balance
142
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLDER'S, INC..
Plan sponsor
Name
COLDER'S, INC.
EIN
39-1750149
Address
333 SOUTH 108TH STREET · WEST ALLIS, WI · 53214
Phone
(414) 476-1574
Industry
Retail Tradesee 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
2026-02-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $547 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RHODA, SMITH & ASSOCIATES, S.C. | — | BROOKFIELD, WI | AUDITOR | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS INC. | — | MADISON, WI | INVESTMENT AD | $11K | — |
| EMPOWER ADVISORY GROUP | — | — | INVESTMENT MGMT | $284 | — |
Investments
28 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Goldman Sachs Inflation Protected Secs Inv 539 Goldman Sachs U.S. Equity Insights | — | — | — | $1.6M | 17.1% | |
| The American Funds 2025 Target Date Fund | — | — | — | $1.6M | 16.5% | |
| The American Funds International Growth & Income | — | — | — | $1.3M | 13.2% | |
| The American Funds American Funds Amcap | — | — | — | $854K | 9.0% | |
| The American Funds 2020 Target Date Fund | — | — | — | $620K | 6.5% | |
| The American Funds Washington Mutual Investor's Fund | — | — | — | $612K | 6.5% | |
| The American Funds 2035 Target Date Fund | — | — | — | $550K | 5.8% | |
| The American Funds 2030 Target Date Fund | — | — | — | $483K | 5.1% | |
| Vanguard Funds LifeStrategy Moderate Growth | — | — | — | $269K | 2.8% | |
| Great-West Life & Annuity Insurance * Company Key Guaranteed Portfolio Fund | — | — | — | $225K | 2.4% | |
| JP Morgan Core Plus Bond Fund | — | — | — | $210K | 2.2% | |
| The American Funds 2015 Target Date Fund | — | — | — | $156K | 1.6% | |
| The American Funds New World Fund | — | — | — | $131K | 1.4% | |
| The American Funds 2040 Target Date Fund | — | — | — | $131K | 1.4% | |
| Vanguard Funds LifeStrategy Growth Inv. | — | — | — | $122K | 1.3% | |
| The American Funds 2055 Target Date Fund | — | — | — | $119K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $84K | 0.9% | |
| JP Morgan Small Cap Value | — | — | — | $77K | 0.8% | |
| Franklin Funds Small Cap Growth | — | — | — | $73K | 0.8% | |
| The American Funds 2045 Target Date Fund | — | — | — | $68K | 0.7% | |
| The American Funds 2050 Target Date Fund | — | — | — | $64K | 0.7% | |
| The American Funds 2010 Target Date Fund | — | — | — | $62K | 0.7% | |
| American Century One Choice Very Conservative | — | — | — | $56K | 0.6% | |
| The American Funds 2060 Target Date Fund | — | — | — | $37K | 0.4% | |
| Fidelity Advisor Fidelity Value Z | — | — | — | $13K | 0.1% | |
| PGIM High Yield Fund | — | — | — | $13K | 0.1% | |
| Wasatch Small Cap Value Institutional | — | — | — | $11K | 0.1% | |
| The American Funds 2065 Target Date Fund | — | — | — | $5K | <0.1% |
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