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Original filing (PDF)20250626124247NAL0020818866001
SANI-MATIC, INC.
Form 5500
FILING_RECEIVED
SANI-MATIC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
170
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANI-MATIC, INC..
Plan sponsor
Name
SANI-MATIC, INC.
EIN
39-2044486
Address
2855 INNOVATION WAY · SUN PRAIRIE, WI · 53590
Phone
(608) 222-2399
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | 39-1828175 | — | INVESTMENT ADVISORY-PLAN | $52K | — |
Investments
32 direct securities · 1 pooled fund· $23.6M(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
$22.4M
32 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $2.0M | 9.7% | |
| Vanguard Funds Vanguard 500 Index Admiral | — | — | — | $2.0M | 9.7% | |
| Janus Funds Janus Henderson Balanced I | — | — | — | $1.7M | 8.3% | |
| Fidelity Advisor Equity Growth Z | — | — | — | $1.7M | 8.2% | |
| Dodge & Cox Funds Dodge & Cox Income I | — | — | — | $1.6M | 7.6% | |
| BlackRock Funds BlackRock Equity Dividend Fund A | — | — | — | $1.4M | 6.7% | |
| RELIANCEMETLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| MFS International Diversification R3 | — | — | — | $1.1M | 5.2% | |
| First Eagle Funds First Eagle Global Fund A | — | — | — | $1.0M | 5.0% | |
| Victory Funds Victory Sycamore Established Value Fund A | — | — | — | $927K | 4.5% | |
| Janus Funds Janus Henderson Enterprise I | — | — | — | $799K | 3.9% | |
| Vanguard Funds Vanguard Wellesley Income Adm. | — | — | — | $685K | 3.4% | |
| Janus Funds Janus Henderson Developed World Bond I | — | — | — | $643K | 3.1% | |
| Janus Henderson Dev World Bd I | — | — | — | $640K | 3.1% | |
| Fidelity Small Cap Value | — | — | — | $624K | 3.1% | |
| Vanguard Funds Vanguard Mid Cap Index Adm. | — | — | — | $609K | 3.0% | |
| Vanguard Funds Vanguard Target Retirement 2045 Inv. | — | — | — | $604K | 3.0% | |
| Blackrock Glbl Alloc I | — | — | — | $576K | 2.8% | |
| BlackRock Funds Blackrock Global Allocation Institutional | — | — | — | $576K | 2.8% | |
| Vanguard Funds Vanguard Target Retirement 2035 Inv. | — | — | — | $483K | 2.4% | |
| American Funds American Funds New World R5 | — | — | — | $457K | 2.2% | |
| Vanguard Funds Vanguard Developing Markets Index Admiral | — | — | — | $431K | 2.1% | |
| Vanguard Funds Vanguard Target Retirement 2025 Inv. | — | — | — | $397K | 1.9% | |
| Vanguard Target Retment 2055 Fund | — | — | — | $303K | 1.5% | |
| T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity | — | — | — | $281K | 1.4% | |
| Vanguard Funds Vanguard Small Cap Index Adm. | — | — | — | $203K | 1.0% | |
| Vanguard Funds Vanguard Target Retirement Income Inv. | — | — | — | $170K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2030 Inv. | — | — | — | $165K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2040 Inv. | — | — | — | $163K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2050 Inv. | — | — | — | $120K | 0.6% | |
| Vanguard Funds Vanguard Target Retirement 2065 Inv. | — | — | — | $118K | 0.6% | |
| Vanguard Funds Vanguard Target Retirement 2060 Inv. | — | — | — | $60K | 0.3% | |
| Vanguard Funds Vanguard Target Retirement 2070 Inv. | — | — | — | $8K | <0.1% |
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