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Original filing (PDF)20250730102746NAL0004512705001
4IMPRINT, INC.
Form 5500
FILING_RECEIVED
4IMPRINT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,616
Accounts w/ balance
1,732
Plan assets (EOY)
$105.2M
Net assets (EOY)
$105.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 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 (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 4IMPRINT, INC..
Plan sponsor
Name
4IMPRINT, INC.
EIN
39-1837105
Address
101 COMMERCE STREET · OSHKOSH, WI · 54901
Phone
(920) 236-7272
Industry
Professional & Technical Servicessee 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
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
29 direct securities · 4 pooled funds· $103.9M(99% 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
$92.9M
29 holdings
Common Collective Trust
$11.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund Mutual Fund 5 * Fidelity 500 Index Fund Mutual Fund | — | — | — | $8.1M | 7.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $7.6M | 7.2% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $6.6M | 6.3% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $6.4M | 6.0% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $6.3M | 6.0% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $6.2M | 5.9% | |
| Harbor Cap Appreciation Fund Mutual Fund | — | — | — | $6.0M | 5.7% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $5.9M | 5.6% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $5.6M | 5.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $5.6M | 5.3% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $4.2M | 4.0% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.8M | 3.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $3.0M | 2.8% | |
| DFA US Small Cap Emerging Markets Fund Mutual Fund | — | — | — | $2.6M | 2.5% | |
| Pioneer Strategic Income Fund CL Y Mutual Fund | — | — | — | $2.2M | 2.1% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $2.1M | 2.0% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $2.1M | 2.0% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $1.9M | 1.8% | |
| Notes Receivable from Participants Interest Rates Ranging from 4.25% - 9.50% - | — | — | — | $1.6M | 1.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $1.6M | 1.5% | |
| Wasatch Small Cap Growth Fund Mutual Fund | — | — | — | $1.5M | 1.4% | |
| DFA International Small Company Fund Mutual Fund | — | — | — | $1.4M | 1.4% | |
| DFA US Small Cap Value Fund Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $1.2M | 1.2% | |
| Vanguard Inflation Protected Securities Admiral Mutual Fund | — | — | — | $668K | 0.6% | |
| Vanguard Wellington Admiral Mutual Fund | — | — | — | $511K | 0.5% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $335K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $278K | 0.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $145K | 0.1% | |
| Fidelity Freedom Index 2070 Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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