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Original filing (PDF)20251015164640NAL0006814848001
PACUR LLC
Form 5500
FILING_RECEIVED
PACUR 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
166
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACUR LLC.
Plan sponsor
Name
PACUR LLC
EIN
39-1914714
Address
3555 MOSER STREET · OSHKOSH, WI · 54901
Phone
(920) 236-2888
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WI | NONE | $50K | — |
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $34K | — |
Investments
25 direct securities · 9 pooled funds· $19.7M(98% 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
$17.7M
24 holdings
Common Collective Trust
$1.9M
9 holdings
Mutual Funds
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2035 - I Cl N/R | — | — | — | $3.0M | 14.8% | |
| Fidelity 500 Index Fund N/R | — | — | — | $2.6M | 12.7% | |
| T Rowe Price Retirement 2025 - I Cl N/R | — | — | — | $1.9M | 9.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 8.0% | |
| T Rowe Price Retirement 2030 - I Cl N/R | — | — | — | $1.6M | 8.0% | |
| Dodge & Cox Stock Fund N/R | — | — | — | $1.5M | 7.3% | |
| T Rowe Price Retirement 2065 - I Cl N/R | — | — | — | $1.0M | 5.1% | |
| T Rowe Price Retirement 2050 - I Cl N/R | — | — | — | $894K | 4.4% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $888K | 4.4% | |
| T Rowe Price Retirement 2040 - I Cl N/R | — | — | — | $705K | 3.5% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $693K | 3.4% | |
| T Rowe Price Retirement 2020 - I Cl N/R | — | — | — | $629K | 3.1% | |
| DFA U.S. Targeted Value I N/R | — | — | — | $531K | 2.6% | |
| T Rowe Price Retirement 2055 - I Cl N/R | — | — | — | $481K | 2.4% | |
| T Rowe Price Retirement 2045 - I Cl N/R | — | — | — | $315K | 1.6% | |
| GENEVA SML CAP GTH COL FD CL C GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $282K | 1.4% | |
| William Blair Emrg Mkts Gth R6 N/R | — | — | — | $279K | 1.4% | |
| T Rowe Price Retirement 2060 - I Cl N/R | — | — | — | $246K | 1.2% | |
| Fidelity Total Bond K6 N/R | — | — | — | $243K | 1.2% | |
| Participant Loans Interest rates: 9.50% - 10.50% $0 | — | — | — | $162K | 0.8% | |
| DFA Inflation Protected Sec I N/R | Mutual Funds | — | — | $71K | 0.4% | |
| Fidelity Overseas K N/R | — | — | — | $44K | 0.2% | |
| T Rowe Price Government Money I N/R | — | — | — | $29K | 0.1% | |
| MFS Emerging Markets Debt R6 N/R | — | — | — | $16K | <0.1% | |
| Fidelity Total Intl Index Fund N/R | — | — | — | $4K | <0.1% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $3K | <0.1% | |
| PIMCO Comm Plus Strategy Instl N/R | — | — | — | $2K | <0.1% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MONEY MARKET COLLECTIVE TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOC CONSERVE BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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