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Original filing (PDF)20250922144553NAL0005360673001
SPECIALIZED PRODUCTS, LTD
Form 5500
FILING_RECEIVED
SPECIALIZED PRODUCTS, LTD 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
103
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
22 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 (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALIZED PRODUCTS, LTD.
Plan sponsor
Name
SPECIALIZED PRODUCTS, LTD
EIN
39-1793295
Address
200 SUMMER STREET · CLINTONVILLE, WI · 54929
Phone
(715) 823-3727
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS-ASH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $470 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOIUS, MO | INVESTMENT ADVISOR | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN PARTNERS, LLC | — | APPLETON, WI | CONTRACT ADMINISTRATOR | $2K | — |
Investments
22 direct securities· $5.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors Mutual Fund N/A | — | — | — | $1.2M | 22.0% | |
| American Funds Growth Fund of America Mutual Fund N/A | — | — | — | $978K | 17.9% | |
| American Funds Capital World Growth and Income Mutual Fund N/A | — | — | — | $909K | 16.6% | |
| American Funds Capital Income Builder Mutual Fund N/A | — | — | — | $780K | 14.3% | |
| American Funds Income Fund of America Mutual Fund N/A | — | — | — | $278K | 5.1% | |
| American Funds 2035 Target Date Fund Mutual Fund N/A | — | — | — | $224K | 4.1% | |
| American Funds American Mutual Fund Mutual Fund N/A | — | — | — | $200K | 3.7% | |
| American Funds 2030 Target Date Fund Mutual Fund N/A | — | — | — | $177K | 3.2% | |
| American Funds Bond Fund of America Mutual Fund N/A | — | — | — | $176K | 3.2% | |
| American Funds 2010 Target Date Fund Mutual Fund N/A | — | — | — | $100K | 1.8% | |
| American Funds Investment Company of America Mutual Fund N/A | — | — | — | $92K | 1.7% | |
| PIMCO Income R Mutual Fund N/A | — | — | — | $75K | 1.4% | |
| American Funds New Persepective Fund Mutual Fund N/A | — | — | — | $58K | 1.1% | |
| American Funds 2025 Target Date Fund Mutual Fund N/A | — | — | — | $44K | 0.8% | |
| American Funds 2040 Target Date Fund Mutual Fund N/A | — | — | — | $42K | 0.8% | |
| American Funds Smallcap World Fund Mutual Fund N/A | — | — | — | $36K | 0.7% | |
| American Funds 2055 Target Date Fund Mutual Fund N/A 31 ,948 American Funds 2050 Target Date Fund Mutual Fund N/A | — | — | — | $26K | 0.5% | |
| American Funds 2045 Target Date Fund Mutual Fund N/A | — | — | — | $12K | 0.2% | |
| Blackrock 40/60 Target Allocation Mutual Fund N/A | — | — | — | $8K | 0.1% | |
| Victory S&P 500 Index Mutual Fund N/A | — | — | — | $6K | 0.1% | |
| American Funds 2065 Target Date Fund Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| American Funds 2060 Target Date Fund Mutual Fund N/A | — | — | — | $1K | <0.1% |
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