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Original filing (PDF)20250519155539NAL0001246275001
ACOLAD, INC.
Form 5500
FILING_RECEIVED
ACOLAD RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
144
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACOLAD, INC..
Plan sponsor
Name
ACOLAD, INC.
EIN
41-1881957
Address
2365 WILLIS MILLER DRIVE · HUDSON, WI · 54016
Phone
(715) 426-9505
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
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
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
17 direct securities · 14 pooled funds· $14.3M(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.
Common Collective Trust
$9.0M
14 holdings
Uncategorized
$5.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2040 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 11.9% | |
| Dreyfus Government Cash Management 1 Fidelity 500 Index | — | — | — | $1.6M | 11.5% | |
| T ROWE PRICE RETIREMENT 2050 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.9% | |
| T ROWE PRICE RETIREMENT 2030 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $876K | 6.1% | |
| T ROWE PRICE RETIREMENT 2035 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $853K | 6.0% | |
| T ROWE PRICE RETIREMENT 2055 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $778K | 5.5% | |
| T ROWE PRICE RETIREMENT 2045 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $759K | 5.3% | |
| Baird Core Plus Bond Inst | — | — | — | $594K | 4.2% | |
| Fidelity Small Cap Index | — | — | — | $585K | 4.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $501K | 3.5% | |
| American Funds New Perspective | — | — | — | $435K | 3.0% | |
| Fidelity Total International Index | — | — | — | $401K | 2.8% | |
| T ROWE PRICE RETIREMENT 2020 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $376K | 2.6% | |
| MFS Growth | — | — | — | $370K | 2.6% | |
| Fidelity Mid Cap Index | — | — | — | $291K | 2.0% | |
| Fidelity Advisor Strategic Income | — | — | — | $174K | 1.2% | |
| John Hancock Disciplined Value | — | — | — | $171K | 1.2% | |
| American Funds Europacific Growth | — | — | — | $147K | 1.0% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $137K | 1.0% | |
| Allspring Special Small Cap Value | — | — | — | $112K | 0.8% | |
| Principal Diversified Real Asset | — | — | — | $100K | 0.7% | |
| T ROWE PRICE RETIREMENT 2060 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $96K | 0.7% | |
| Vanguard Explorer | — | — | — | $89K | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $72K | 0.5% | |
| Blackrock Mid-Cap Growth Equity | — | — | — | $48K | 0.3% | |
| DFA Emerging Markets Core Equity | — | — | — | $43K | 0.3% | |
| MFS Mid Cap Value | — | — | — | $35K | 0.2% | |
| T ROWE PRICE RETIREMENT 2010 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
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