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Original filing (PDF)20250930100058NAL0005428611001
ALLIED PLASTICS, INC.
Form 5500
FILING_RECEIVED
ALLIED PLASTICS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
314
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 128% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED PLASTICS, INC..
Plan sponsor
Name
ALLIED PLASTICS, INC.
EIN
39-1831328
Address
150 HOLY HILLS ROAD · TWIN LAKES, WI · 53181
Phone
(262) 877-4700
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
2025-09-30
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | ST. PETERSBURG, FL | BROKER/ADVISO R | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | 39-1974154 | MILWAUKEE, WI | CONTRACT ADMINISTRATOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
33 direct securities · 1 pooled fund· $19.4M(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
$16.9M
31 holdings
Pooled Separate Accounts
$1.2M
1 holding
Pooled Separate Account
$1.2M
1 holding
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Value Index Admiral | — | — | — | $2.0M | 10.4% | |
| Vanguard Growth & Income Admiral | — | — | — | $1.7M | 9.2% | |
| American Funds American Balanced R6 | — | — | — | $1.6M | 8.4% | |
| American Funds 2040 Target Date Retire R6 | — | — | — | $1.5M | 8.2% | |
| American Funds 2055 Target Date Retire R6 | — | — | — | $1.3M | 6.8% | |
| Large Cap Growth / T. Rowe Price Blue Chip * Empower Annuity Insurance Company of America Growth Fund (IS) | Pooled Separate Accounts | — | — | $1.2M | 6.6% | |
| FUTURE FUNDS SERIES ACCT II OF GWL& EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.2M | 6.6% | |
| American Funds 2045 Target Date Retire R6 | — | — | — | $999K | 5.3% | |
| American Funds Bond Fund of America R6 | — | — | — | $838K | 4.5% | |
| American Funds Capital World G/I R6 | — | — | — | $733K | 3.9% | |
| American Funds 2050 Target Date Retire R6 | — | — | — | $729K | 3.9% | |
| American Funds New Perspective R6 | — | — | — | $465K | 2.5% | |
| American Funds 2035 Target Date Retire R6 | — | — | — | $461K | 2.5% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $421K | 2.2% | |
| Victory Sycamore Established Value I | — | — | — | $387K | 2.1% | |
| American Funds Europacific GR R6 | — | — | — | $386K | 2.1% | |
| Wasatch Core Growth Institutional | — | — | — | $373K | 2.0% | |
| Blackrock Technology Opportunities Institutional | — | — | — | $347K | 1.9% | |
| American Funds 2025 Target Date Retire R6 | — | — | — | $324K | 1.7% | |
| American Funds Beacon Small Cap Value R5 | — | — | — | $290K | 1.5% | |
| Carillon Eagle Mid Cap Growth I | — | — | — | $258K | 1.4% | |
| Vaneck Institutional Investors Gold I | — | — | — | $249K | 1.3% | |
| T. Rowe Price Financial Services I | — | — | — | $231K | 1.2% | |
| American Funds 2030 Target Date Retire R6 | — | — | — | $225K | 1.2% | |
| American Funds New World R6 | — | — | — | $225K | 1.2% | |
| Fidelity Select Health Care Portfolio | — | — | — | $222K | 1.2% | |
| American Funds 2060 Target Date Retire R6 | — | — | — | $200K | 1.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $181K | 1.0% | |
| Vanguard Materials Index Admiral | — | — | — | $142K | 0.8% | |
| MFS Massachesetts Investors Growth Stock R6 | — | — | — | $79K | 0.4% | |
| American Funds American HI INC TR R6 | — | — | — | $55K | 0.3% | |
| Vanguard Emerging Markets Select Stock Investment | — | — | — | $37K | 0.2% | |
| American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds 2065 Target Date Retire R6 | — | — | — | $10K | <0.1% |