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Original filing (PDF)20250916110857NAL0001898145001
STYLMARK, INC.
Form 5500
FILING_RECEIVED
STYLMARK INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
124
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
25 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STYLMARK, INC..
Plan sponsor
Name
STYLMARK, INC.
EIN
41-1283601
Address
6536 MAIN STREET NE · MINNEAPOLIS, MN · 55432
Phone
(763) 574-7474
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP CORPORATE SERVICES (MN) INC | 41-1505971 | — | ADVISOR | $23K | — |
Investments
25 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.5M | 23.4% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $1.5M | 14.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1000K | 9.5% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $773K | 7.4% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $667K | 6.4% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $608K | 5.8% | |
| Putnam Large Cap Value Fund | — | — | — | $548K | 5.2% | |
| Carillon Scout Mid Cap Fund | — | — | — | $534K | 5.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $469K | 4.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $368K | 3.5% | |
| PIMCO GNMA Fund | — | — | — | $293K | 2.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $233K | 2.2% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $184K | 1.8% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $135K | 1.3% | |
| Fidelity Small Cap Index | — | — | — | $134K | 1.3% | |
| Participant Loans * Participants Rates between 4.25%-9.50% - | — | — | — | $126K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $107K | 1.0% | |
| Eaton Vance High Income Opportunity | — | — | — | $87K | 0.8% | |
| Victory Small Company Opportunity Fund | — | — | — | $76K | 0.7% | |
| American Century Small Cap Growth | — | — | — | $46K | 0.4% | |
| Prudential Life Insurance Co. Guaranteed Income Fund | — | — | — | $46K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $28K | 0.3% | |
| Oppenheimer Developing Markets Fund | — | — | — | $17K | 0.2% | |
| Cohen & Steers Real Estate Fund | — | — | — | $16K | 0.2% |
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