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Original filing (PDF)20251015125248NAL0002436323001
STADLER US INC.
Form 5500
FILING_RECEIVED
STADLER US INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
476
Accounts w/ balance
463
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
- 96 bps in Schedule C fees — 231% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STADLER US INC..
Plan sponsor
Name
STADLER US INC.
EIN
45-1866733
Address
5880 WEST 150 SOUTH · SALT LAKE CITY, UT · 84104
Phone
(801) 854-7771
Industry
Manufacturingsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRAVELLER AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $40K | — |
| NATIONAL BENEFIT SERVICES, LLC | 20-3886993 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS LLC | 26-3945512 | — | INVESTMENT ADVISORY-PLAN | $53K | — |
Investments
33 direct securities · 1 pooled fund· $10.6M(98% 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
$10.1M
31 holdings
Insurance Contracts
$353K
1 holding
Mutual Funds
$44K
1 holding
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AmerCen One Choice 2050 R6 Mutual funds N/A | — | — | — | $1.7M | 15.4% | |
| AmerCen One Choice 2060 R6 Mutual funds N/A | — | — | — | $1.4M | 12.7% | |
| AmerCen One Choice 2055 R6 Mutual funds N/A | — | — | — | $1.3M | 11.6% | |
| AmerCen One Choice 2045 R6 Mutual funds N/A | — | — | — | $1.1M | 10.5% | |
| AmerCen One Choice 2040 R6 Mutual funds N/A | — | — | — | $854K | 7.9% | |
| AmerCen One Choice 2035 R6 Mutual funds N/A | — | — | — | $685K | 6.4% | |
| Fidelity 500 Index Mutual funds N/A | — | — | — | $602K | 5.6% | |
| AmerCen One Choice 2030 R6 Mutual funds N/A | — | — | — | $464K | 4.3% | |
| AmerCen One Choice 2065 R6 Mutual funds N/A | — | — | — | $436K | 4.0% | |
| Various maturity dates and interest rates ranging from * Participant loans 4.25% to 9.50% $ 0 | — | — | — | $359K | 3.3% | |
| * TA Stable Value Core Option Insurance company general account N/A | Insurance Contracts | — | — | $353K | 3.3% | |
| JPMorgan Large Cap Growth R6 Mutual funds N/A | — | — | — | $277K | 2.6% | |
| AmerCen One Choice 2025 R6 Mutual funds N/A | — | — | — | $238K | 2.2% | |
| Vanguard Mid Cap Index Adm Mutual funds N/A | — | — | — | $130K | 1.2% | |
| GS EM Mkts EQ Insights R6 Mutual funds N/A | — | — | — | $97K | 0.9% | |
| AmerCen One Choice in Retire R6 Mutual funds N/A | — | — | — | $81K | 0.8% | |
| AF New Perspective R6 Mutual funds N/A | — | — | — | $80K | 0.7% | |
| PGIM High Yield R6 Mutual funds N/A | — | — | — | $77K | 0.7% | |
| Vanguard Small Cap Index Adm Mutual funds N/A | — | — | — | $67K | 0.6% | |
| AF Bond MF of America R6 Mutual funds N/A | — | — | — | $65K | 0.6% | |
| AMG Yacktman I Mutual funds N/A | Mutual Funds | — | — | $44K | 0.4% | |
| GS GQG Ptnrs Intl Opps R6 Mutual funds N/A | — | — | — | $41K | 0.4% | |
| JPMorgan Mid Cap Growth R6 Mutual funds N/A | — | — | — | $27K | 0.2% | |
| Goldman Sachs SmCap Value R6 Mutual funds N/A | — | — | — | $26K | 0.2% | |
| WILMINGTON/BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $21K | 0.2% | |
| Cohen & Steers realty Shares Mutual funds N/A | — | — | — | $17K | 0.2% | |
| AmerCen Mid Cal Value R6 Mutual funds N/A | — | — | — | $16K | 0.2% | |
| TCW Emerg Mkts Income I Mutual funds N/A | — | — | — | $16K | 0.1% | |
| PIMCO Div Inc Instl Mutual funds N/A | — | — | — | $15K | 0.1% | |
| Putnam Small Cap Growth R6 Mutual funds N/A | — | — | — | $14K | 0.1% | |
| Vanguard Inf Prot Secs Adm Mutual funds N/A | — | — | — | $11K | <0.1% | |
| JPMorgan Global Bond Op R6 Mutual funds N/A | — | — | — | $10K | <0.1% | |
| PIMCO Comm Real Ret Strat Instl Mutual funds N/A | — | — | — | $10K | <0.1% | |
| Vanguard Real Estate Index Adm Mutual funds N/A | — | — | — | $6K | <0.1% |