Original filing (PDF)20250828143559NAL0005622499001

NILFISK, INC.

Name: NILFISK, INC. — NILFISK GROUP U.S. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: NILFISK, INC.

Form 5500

FILING_RECEIVED

NILFISK GROUP U.S. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

46% in single holding

Active participants

636

Accounts w/ balance

898

Plan assets (EOY)

$99.8M

Net assets (EOY)

$99.8M

How this plan invests

This plan

3 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: LARGE CAP VALUE FUND (extraction pending)]" is 46% of plan.

Helping the score

Below-peer total fees (11 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NILFISK, INC..

Plan sponsor

Name

NILFISK, INC.

EIN

41-0116040

Address

9435 WINNETKA AVENUE NORTH · BROOKLYN PARK, MN · 55445

Phone

(763) 745-3500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

COPELAND BUHL & COMPANY PLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$89K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$22K	—

Investments

1 direct security · 3 pooled funds· $4.0M(4% 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.

Common Collective Trust

$2.8M

3 holdings

Uncategorized

$1.3M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
[DFE: LARGE CAP VALUE FUND (extraction pending)]	—	—	—	$1.3M	1.3%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$1.3M	1.3%
LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626	Common Collective Trust	—	—	$1.2M	1.2%
PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	—	—	$276K	0.3%