Original filing (PDF)20251010125339NAL0004622211001

THE VOLLRATH COMPANY LLC

Name: THE VOLLRATH COMPANY LLC — THE VOLLRATH COMPANY LLC DEFINED PENSION PLAN FOR UAW EMPLOYEES, Form 5500 (2024)
Creator: THE VOLLRATH COMPANY LLC

Form 5500

FILING_RECEIVED

THE VOLLRATH COMPANY LLC DEFINED PENSION PLAN FOR UAW EMPLOYEES

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$35.8M

Net assets (EOY)

$35.8M

How this plan invests

This plan

12 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE VOLLRATH COMPANY LLC.

Plan sponsor

Name

THE VOLLRATH COMPANY LLC

EIN

39-1859733

Address

1236 N 18TH ST · SHEBOYGAN, WI · 530813201

Phone

(920) 457-4851

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

014

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
OLD NATIONAL BANK	35-1729164	EVANSVILLE, IN	NONE	$48K	—
ALPHA INVESTING CONSULTING GROUP	39-1859759	MILWAUKEE, WI	NONE	$8K	—

Investments

12 direct securities· $35.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Fund	—	—	$3.5M	$7.3M	20.5%
Baird Intermediate Bond Fund	—	—	$5.7M	$5.2M	14.6%
Metropolitan West Metropolitan West Intermediate Bond Fund	—	—	$5.8M	$5.2M	14.5%
Vanguard Mid Cap Value Index Fund	—	—	$1.7M	$3.6M	10.1%

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