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Original filing (PDF)20251008114159NAL0002968259001
ERGOTRON, INC.
Form 5500
FILING_RECEIVED
ERGOTRON 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
625
Accounts w/ balance
1,362
Plan assets (EOY)
$106.9M
Net assets (EOY)
$106.9M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 77% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERGOTRON, INC..
Plan sponsor
Name
ERGOTRON, INC.
EIN
41-1298218
Address
1181 TRAPP ROAD · EAGAN, MN · 55121
Phone
(651) 681-7660
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $120K | — |
| ALLIANT INSURANCE SERVICES | 33-0785439 | — | NONE | $45K | — |
| CROWE LLP | 35-0921680 | — | NONE | $25K | — |
Investments
34 direct securities · 1 pooled fund· $112.8M(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
$108.2M
34 holdings
Common Collective Trust
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | — | — | — | $13.0M | 12.2% | |
| Vanguard Target Retirement 2035 Fund # | — | — | — | $12.4M | 11.6% | |
| JPMorgan Large Cap Growth R6 # | — | — | — | $10.5M | 9.8% | |
| Vanguard Institutional Index Fund # | — | — | — | $10.2M | 9.5% | |
| Vanguard Target Retirement 2025 Fund # | — | — | — | $9.9M | 9.3% | |
| Vanguard Target Retirement 2040 Fund # | — | — | — | $7.8M | 7.3% | |
| Vanguard Target Retirement 2045 Fund # | — | — | — | $5.3M | 4.9% | |
| Reliance Trust Company MetLife Stable Value Fund Series 25053 # | — | — | — | $4.6M | 4.3% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 4.3% | |
| Vanguard Target Retirement 2050 Fund # | — | — | — | $4.5M | 4.2% | |
| Vanguard Target Retirement 2020 Fund # | — | — | — | $3.8M | 3.6% | |
| American Funds American Funds Balanced Fund Class R-6 # | — | — | — | $3.1M | 2.9% | |
| American Funds American Funds EuroPacific Growth R6 # | — | — | — | $2.4M | 2.3% | |
| Vanguard Small-Cap Index Admiral Shares # | — | — | — | $2.1M | 2.0% | |
| Vanguard Target Retirement 2055 Fund # | — | — | — | $2.0M | 1.9% | |
| Franklin Templeton Western Asset Core Plus Bond I # | — | — | — | $2.0M | 1.8% | |
| Delaware Funds Delaware Ivy Mid Cap Growth R6 # | — | — | — | $1.7M | 1.6% | |
| Janus Henderson Janus Henderson Triton N # | — | — | — | $1.6M | 1.5% | |
| Columbia Dividend Opportunity Fund # | — | — | — | $1.6M | 1.5% | |
| Victory Sycamore Established Value Fund R6 # | — | — | — | $1.6M | 1.5% | |
| Vanguard Extended Market Index Admiral Shares # | — | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement Income Fund # | — | — | — | $1.0M | 1.0% | |
| PIMCO Real Return Fund Institutional Class # | — | — | — | $889K | 0.8% | |
| Invesco Developing Markets R6 # | — | — | — | $883K | 0.8% | |
| INVESCO OPPENHEIMER DEVMKTS R6 Registered Investment Company | — | — | — | $883K | 0.8% | |
| Thornburg Strategic Income I # | — | — | — | $714K | 0.7% | |
| JPMorgan US Small Company R6 # | — | — | — | $697K | 0.7% | |
| Dodge & Cox Income Fund I # | — | — | — | $431K | 0.4% | |
| Vanguard Target Retirement 2060 Fund # | — | — | — | $353K | 0.3% | |
| maturities are through 2053 | — | — | — | $208K | 0.2% | |
| PARTICIPANT LOANS (4.25% -9.50 %) | — | — | — | $208K | 0.2% | |
| MFS Massachusetts Investors Growth Stock Fund – R6 # | — | — | — | $178K | 0.2% | |
| MFS MASS INV GRTH STK FND R6 Registered Investment Company | — | — | — | $178K | 0.2% | |
| Vanguard Target Retirement 2070 Fund # | — | — | — | $145K | 0.1% | |
| Vanguard Target Retirement 2065 Fund # | — | — | — | $109K | 0.1% |
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