How big is Stadler US Inc.'s plan?

Stadler US Inc.'s plan reported $10.8M in assets and 476 participants for 2024.

Original filing (PDF)20251015125248NAL0002436323001

Stadler US Inc.

Name: Stadler US Inc. — Stadler US Inc. 401(k) Profit, Form 5500 (2024)
Creator: Stadler US Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stadler US Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Stadler US Inc.'s Stadler US Inc. 401(k) Profit Sharing Plan and Trust held $10.8M in plan assets for 476 participants in 2024, with Transamerica as recordkeeper.

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

Plan identifiers

Stadler US Inc.'s EIN is 45-1866733.

EIN 45-1866733

Plan number 001

Plan year 2024

ACK ID 20251015125248NAL0002436323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stadler US Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stadler US Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STADLER US INC..

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

STADLER US INC.

EIN

all filings

Address

5880 WEST 150 SOUTH · SALT LAKE CITY, UT · 84104

Phone

(801) 854-7771

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

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

Name	EIN	Location	Relation	Direct comp	Indirect comp
DYNAMIC WEALTH ADVISORS LLC

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.

Other securities

$8.9M

22 holdings

Common Collective Trusts

$602K

1 holding

Bonds / Notes

$359K

1 holding

Insurance Contracts

$353K

1 holding

Mutual Funds

$297K

8 holdings

Common Collective Trust

$21K

1 holding

					% of plan
AmerCen One Choice 2050 R6 Mutual funds N/A	Other securities	—	—	$1.7M	15.4%
AmerCen One Choice 2060 R6 Mutual funds N/A	Other securities	—	—	$1.4M	12.7%
AmerCen One Choice 2055 R6 Mutual funds N/A	Other securities	—	—	$1.3M	11.6%
AmerCen One Choice 2045 R6 Mutual funds N/A	Other securities	—	—	$1.1M	10.5%
AmerCen One Choice 2040 R6 Mutual funds N/A	Other securities	—	—	$854K	7.9%
AmerCen One Choice 2035 R6 Mutual funds N/A	Other securities	—	—	$685K	6.4%
Fidelity 500 Index Mutual funds N/A	Common Collective Trusts	—	—	$602K	5.6%
AmerCen One Choice 2030 R6 Mutual funds N/A	Other securities	—	—	$464K	4.3%
AmerCen One Choice 2065 R6 Mutual funds N/A	Other securities	—	—	$436K	4.0%
Various maturity dates and interest rates ranging from * Participant loans 4.25% to 9.50% $ 0	Bonds / Notes	—	—	$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	Other securities	—	—	$277K	2.6%
AmerCen One Choice 2025 R6 Mutual funds N/A	Other securities	—	—	$238K	2.2%
Vanguard Mid Cap Index Adm Mutual funds N/A	Mutual Funds	—	—	$130K	1.2%
GS EM Mkts EQ Insights R6 Mutual funds N/A	Other securities	—	—	$97K	0.9%
AmerCen One Choice in Retire R6 Mutual funds N/A	Other securities	—	—	$81K	0.8%
AF New Perspective R6 Mutual funds N/A	Other securities	—	—	$80K	0.7%
PGIM High Yield R6 Mutual funds N/A	Other securities	—	—	$77K	0.7%
Vanguard Small Cap Index Adm Mutual funds N/A	Mutual Funds	—	—	$67K	0.6%
AF Bond MF of America R6 Mutual funds N/A	Other securities	—	—	$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	Other securities	—	—	$41K	0.4%
JPMorgan Mid Cap Growth R6 Mutual funds N/A	Other securities	—	—	$27K	0.2%
Goldman Sachs SmCap Value R6 Mutual funds N/A	Other securities	—	—	$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	Other securities	—	—	$17K	0.2%
AmerCen Mid Cal Value R6 Mutual funds N/A	Other securities	—	—	$16K	0.2%
TCW Emerg Mkts Income I Mutual funds N/A	Other securities	—	—	$16K	0.1%
PIMCO Div Inc Instl Mutual funds N/A	Mutual Funds	—	—	$15K	0.1%
Putnam Small Cap Growth R6 Mutual funds N/A	Mutual Funds	—	—	$14K	0.1%
Vanguard Inf Prot Secs Adm Mutual funds N/A	Mutual Funds	—	—	$11K	<0.1%
JPMorgan Global Bond Op R6 Mutual funds N/A	Other securities	—	—	$10K	<0.1%
PIMCO Comm Real Ret Strat Instl Mutual funds N/A	Mutual Funds	—	—	$10K	<0.1%
Vanguard Real Estate Index Adm Mutual funds N/A	Mutual Funds	—	—	$6K	<0.1%