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Original filing (PDF)20251014141251NAL0001521747001
TRUVANT
Form 5500
FILING_RECEIVED
TRUVANT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
746
Accounts w/ balance
338
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund Admiral Class" is 30% of plan.
- 54 bps in Schedule C fees — 84% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUVANT.
Plan sponsor
Name
TRUVANT
EIN
39-1787024
Address
38023 AIRPORT LANE · PRAIRIE DU CHIEN, WI · 53821
Phone
(608) 326-2500
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEICHER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST POINT INC | 39-0415000 | — | NONE | $82K | — |
Investments
27 direct securities · 1 pooled fund· $15.2M(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.
Uncategorized
$15.2M
27 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Class | — | — | — | $4.6M | 30.1% | |
| Fidelity Investments Fidelity Sustainability Bond Index ** 108 Fidelity Investments Fidelity US Bond Index | — | — | — | $1.6M | 10.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.4M | 9.1% | |
| Baird Short Term Bond Institutional | — | — | — | $883K | 5.8% | |
| Glenmede Investment Management Glenmede Secured Options Portfolio Institutional Class | — | — | — | $842K | 5.5% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $800K | 5.2% | |
| PIMCO Income Fund I | — | — | — | $751K | 4.9% | |
| Harbor Funds Harbor Capital Appreciation Fund Retirement Class | — | — | — | $595K | 3.9% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund Class X | — | — | — | $551K | 3.6% | |
| Fidelity Investments Fidelity Investments Money Market Portfolio Institutional | — | — | — | $517K | 3.4% | |
| Oakmark Funds Oakmark International R6 | — | — | — | $515K | 3.4% | |
| William Blair William Blair Small Cap Value Class I | — | — | — | $408K | 2.7% | |
| Conestoga Funds Conestoga Small Cap Institutional | — | — | — | $358K | 2.3% | |
| GQG Partners GQG Partners Emerging Markets Equity I | — | — | — | $277K | 1.8% | |
| ARGA Emerging Markets Value Fund | — | — | — | $276K | 1.8% | |
| Vanguard Total Stock Market Index Admiral Shares | — | — | — | $269K | 1.8% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $187K | 1.2% | |
| Participants dates through December 7, 2029 -0- | — | — | — | $138K | 0.9% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $80K | 0.5% | |
| American Beacon American Beacon Developing World Income R5 | — | — | — | $78K | 0.5% | |
| Metropolitan West Metropolitan West Total Return Bond I | — | — | — | $34K | 0.2% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $23K | 0.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $17K | 0.1% | |
| PIMCO International Bond USD Hedged I | — | — | — | $11K | <0.1% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $7K | <0.1% | |
| Calvert International Calvert International Responsible Index | — | — | — | $3K | <0.1% | |
| Fidelity Investments Money Market Government Portfolio Fidelity Investments Institutional | — | — | — | $2K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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