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Original filing (PDF)20250910084240NAL0013338019001
SPORTECH, LLC
Form 5500
FILING_RECEIVED
SPORTECH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
372
Accounts w/ balance
553
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPORTECH, LLC.
Plan sponsor
Name
SPORTECH, LLC
EIN
41-1867686
Address
10800 175TH AVE NW · ELK RIVER, MN · 55330
Phone
(763) 274-7076
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
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)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
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 | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 87-4130828 | — | ADVISOR | $39K | — |
Investments
33 direct securities · 1 pooled fund· $22.7M(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
33 holdings
Common Collective Trust
$360K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 IPR Mutual Fund | — | — | — | $3.4M | 15.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 10.8% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund | — | — | — | $2.0M | 8.9% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund | — | — | — | $1.7M | 7.5% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund | — | — | — | $1.6M | 7.0% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund | — | — | — | $1.1M | 5.1% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund | — | — | — | $1.1M | 4.8% | |
| Fidelity Freedom Index 2035 IPR Mutual Fund | — | — | — | $1.1M | 4.8% | |
| Participant-Directed Brokerage Accounts Brokerage Accounts | — | — | — | $1.1M | 4.8% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $715K | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $696K | 3.1% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund | — | — | — | $649K | 2.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $598K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $540K | 2.4% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $511K | 2.3% | |
| Participant Loans Interest at 4.25% - 9.50% | — | — | — | $473K | 2.1% | |
| Fidelity Freedom Index 2015 IPR Mutual Fund | — | — | — | $469K | 2.1% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $448K | 2.0% | |
| Metlife Stable Value Solutions Common/Collective Trust | — | — | — | $360K | 1.6% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $360K | 1.6% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $236K | 1.1% | |
| PGIM Total Return Bond Fund - Class R6 Mutual Fund | — | — | — | $227K | 1.0% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $169K | 0.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $167K | 0.7% | |
| Pimco RAE International Inst Mutual Fund | — | — | — | $163K | 0.7% | |
| AB Small Cap Growth Mutual Fund | — | — | — | $153K | 0.7% | |
| Victory Sycamore Small Company Opportunity Fund R6 Mutual Fund | — | — | — | $130K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $100K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $63K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 Mutual Fund | — | — | — | $41K | 0.2% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund | — | — | — | $25K | 0.1% | |
| Fidelity Freedom Index Income IPR Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2070 IPR Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2010 IPR Mutual Fund | — | — | — | $1K | <0.1% |
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