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Original filing (PDF)20250910095444NAL0020999921001
WARRIOR MFG., LLC
Form 5500
FILING_RECEIVED
WARRIOR MFG., LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
107
Accounts w/ balance
137
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
14 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
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARRIOR MFG., LLC.
Plan sponsor
Name
WARRIOR MFG., LLC
EIN
41-2023701
Address
1145 5TH AVE SE · HUTCHINSON, MN · 55350
Phone
(320) 587-5505
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BREMER BANK NATIONAL ASSOCIATION | — | ST CLOUD, MN | INVESTMENT ADVISOR | $19K | — |
Investments
13 direct securities · 14 pooled funds· $8.6M(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
$5.0M
14 holdings
Uncategorized
$3.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.3M | 15.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.0M | 12.0% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $953K | 11.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $550K | 6.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $535K | 6.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $484K | 5.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $469K | 5.4% | |
| Fidelity Overseas Fund | — | — | — | $468K | 5.4% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $449K | 5.2% | |
| Fidelity Small Cap Index | — | — | — | $358K | 4.1% | |
| Fidelity Small Cap Growth | — | — | — | $303K | 3.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $299K | 3.5% | |
| Baird Core Plus Bond Inst | — | — | — | $240K | 2.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $209K | 2.4% | |
| Fidelity Mid Cap Index | — | — | — | $181K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $165K | 1.9% | |
| Blackrock 40/60/ Target Allocation K | — | — | — | $120K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $118K | 1.4% | |
| Blackrock 60/40 Target Allocation K | — | — | — | $86K | 1.0% | |
| MFS Mid Cap Growth R6 | — | — | — | $71K | 0.8% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $65K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $60K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $41K | 0.5% | |
| Blackrock 80/20 Target Allocation K 379 Blackrock High Yield Portfolio K | — | — | — | $29K | 0.3% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Columbia Overseas Value INSTL 3 | — | — | — | $4K | <0.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $1K | <0.1% |
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