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Original filing (PDF)20250919051209NAL0003029906001
ST. CROIX FORGE, INC.
Form 5500
FILING_RECEIVED
MUSTAD USA, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
104
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 ST. CROIX FORGE, INC..
Plan sponsor
Name
ST. CROIX FORGE, INC.
EIN
41-1932796
Address
907 15TH STREET SW · FOREST LAKE, MN · 55025
Phone
(651) 464-8967
Industry
Manufacturingsee 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
2025-09-19
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
OLSEN THIELEN & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
Investments
25 direct securities · 2 pooled funds· $9.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Registered Investment Companies
$8.5M
25 holdings
Common Collective Trust
$1.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FISHER ALL WORLD EQUITY 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $970K | 9.8% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $954K | 9.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $821K | 8.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $768K | 7.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $739K | 7.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $590K | 6.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $584K | 5.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $515K | 5.2% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $448K | 4.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $419K | 4.2% | |
| VANGUARD EMG MKTS STK IDX ADM 317 REGISTERED INVESTMENT COMPANY VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $417K | 4.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $382K | 3.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $357K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $286K | 2.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $270K | 2.7% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $211K | 2.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $207K | 2.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $173K | 1.8% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $79K | 0.8% | |
| FISHER US FIXED INC 3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $70K | 0.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $60K | 0.6% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $57K | 0.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $56K | 0.6% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $38K | 0.4% | |
| PGIM GL TTL RET USDHDG R6 391 REGISTERED INVESTMENT COMPANY VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $34K | 0.3% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $26K | 0.3% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $5K | <0.1% |
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