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Original filing (PDF)20250717122455NAL0000425986001
STRATTEC SECURITY CORPORATION
Form 5500
FILING_RECEIVED
STRATTEC SECURITY CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
434
Accounts w/ balance
557
Plan assets (EOY)
$106.8M
Net assets (EOY)
$106.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 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 STRATTEC SECURITY CORPORATION.
Plan sponsor
Name
STRATTEC SECURITY CORPORATION
EIN
39-1804239
Address
3333 W GOOD HOPE RD · MILWAUKEE, WI · 532092043
Phone
(414) 247-3333
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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
Investments
23 direct securities · 2 pooled funds· $106.8M(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
$84.3M
23 holdings
Common Collective Trust
$22.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BLACKROCK S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $15.4M | 14.4% | |
| Vanguard Growth Index | — | — | — | $14.8M | 13.9% | |
| Vanguard Value Fund | — | — | — | $9.6M | 9.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $7.1M | 6.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $6.5M | 6.1% | |
| American Beacon American Beacon Small Cap Value | — | — | — | $5.9M | 5.5% | |
| Vanguard Mid-Cap Index | — | — | — | $5.7M | 5.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $5.4M | 5.1% | |
| Schwab Self-Directed Brokerage Accounts - Mutual Funds | — | — | — | $5.1M | 4.8% | |
| Vanguard Target Retirement 2025 | — | — | — | $4.8M | 4.5% | |
| Met West Met West Total Return Bd M Fd | — | — | — | $4.0M | 3.8% | |
| Vanguard Small Cap Growth Index | — | — | — | $3.5M | 3.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.6M | 2.4% | |
| Fidelity TTL International Index | — | — | — | $2.5M | 2.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.4M | 2.3% | |
| Dodge & Cox Dodge & Cox International | — | — | — | $2.4M | 2.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.2M | 2.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.9M | 1.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.8M | 1.7% | |
| Participant loans Interest rates ranging from 4.25% - 9.50% -0- | — | — | — | $1.2M | 1.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $915K | 0.9% | |
| Vanguard Target Retirement Income | — | — | — | $835K | 0.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $133K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $29K | <0.1% | |
| STRATTEC SECURITY * CORPORATION STRATTEC SECURITY CORPORATION Stock Fund | — | — | — | $3K | <0.1% |
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