Original filing (PDF)20250930110551NAL0029149090001

JOSTENS, INC.

Name: JOSTENS, INC. — JOSTENS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: JOSTENS, INC.

Form 5500

FILING_RECEIVED

JOSTENS 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

2,082

Accounts w/ balance

2,780

Plan assets (EOY)

$136.3M

Net assets (EOY)

$136.3M

How this plan invests

This plan

1 pooled trust

Schedule D

1 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

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

JOSTENS, INC.

EIN

41-0343440

Address

7760 FRANCE AVENUE SOUTH SUITE 400 · MINNEAPOLIS, MN · 55435

Phone

(952) 830-3300

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

2025-09-30

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$148K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$26K	—

Investments

1 direct security · 1 pooled fund· $7.0M(5% 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

$3.5M

1 holding

Common Collective Trust

$3.5M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND CORE	—	—	$4.0M	$3.5M	2.6%
	GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001

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