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Original filing (PDF)20251014055337NAL0003206256001
SANIMAX USA LLC
Form 5500
FILING_RECEIVED
SANIMAX 401(K) PLAN
401(k) retirement plan
Active participants
331
Accounts w/ balance
454
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.7M
How this plan invests
This plan
6 pooled trusts
Schedule D
21 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANIMAX USA LLC.
Plan sponsor
Name
SANIMAX USA LLC
EIN
39-1843618
Address
2099 BADGERLAND DRIVE · GREEN BAY, WI · 54303
Phone
(608) 846-5466
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
18 direct securities · 6 pooled funds· $43.5M(97% 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.
Registered Investment Companies
$37.0M
18 holdings
Common Collective Trust
$6.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIM REALPATH BLEND 2030 INST | Registered Investment Companies | — | — | $7.7M | 17.2% | |
| PIM REALPATH BLEND 2045 INST | Registered Investment Companies | — | — | $5.3M | 11.9% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.7M | 10.5% | |
| PIM REALPATH BLEND 2035 INST | Registered Investment Companies | — | — | $4.1M | 9.2% | |
| PIM REALPATH BLEND 2025 INST | Registered Investment Companies | — | — | $3.6M | 8.1% | |
| PIM REALPATH BLEND 2050 INST | Registered Investment Companies | — | — | $3.1M | 6.8% | |
| PIM REALPATH BLEND 2040 INST | Registered Investment Companies | — | — | $2.7M | 6.0% | |
| PIM REALPATH BLEND 2055 INST | Registered Investment Companies | — | — | $2.4M | 5.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.3M | 5.1% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 2.8% | |
| FIDELITY EQUITY GROWTH K6 | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| PIMCO REALPATH BLEND INC INST | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $789K | 1.8% | |
| PRI SMALL CAP R6 | Registered Investment Companies | — | — | $738K | 1.6% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $552K | 1.2% | |
| MFS MID CAP VALUE 2W WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $537K | 1.2% | |
| TRP DIVERSIFIED MCG I | Registered Investment Companies | — | — | $528K | 1.2% | |
| BR STRATEGIC INC OPPS K | Registered Investment Companies | — | — | $363K | 0.8% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $297K | 0.7% | |
| PIM REALPATH BLEND 2060 INST | Registered Investment Companies | — | — | $169K | 0.4% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $44K | <0.1% | |
| MID CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH - R1 WILMINGTON TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% |