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Original filing (PDF)20250902095811NAL0029351666001
KRAEMER NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
KRAEMER NORTH AMERICA, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
294
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 KRAEMER NORTH AMERICA, LLC.
Plan sponsor
Name
KRAEMER NORTH AMERICA, LLC
EIN
47-2031815
Address
12550 WEST FRONTAGE ROAD · SUITE 203 · BURNSVILLE, MN · 55337
Phone
(800) 887-0110
Industry
Constructionsee 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
2025-09-02
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | INVESTMENT ADVISORY | $68K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $17K | — |
Investments
27 direct securities · 1 pooled fund· $53.8M(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.
Uncategorized
$50.9M
27 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mainstay Large Cap Growth R1 N/R | — | — | — | $9.4M | 17.4% | |
| American Funds American Balanced Fund Class N/R | — | — | — | $6.1M | 11.4% | |
| T. Rowe Price Value I N/R | — | — | — | $5.0M | 9.3% | |
| Vanguard 500 Index Adm N/R | — | — | — | $3.7M | 6.9% | |
| T. Rowe Price Mid Cap Growth N/R | — | — | — | $3.7M | 6.9% | |
| Victory Sycamore Established Value R N/R | — | — | — | $3.3M | 6.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.5% | |
| American Funds EuroPacific Growth R5E N/R | — | — | — | $2.9M | 5.3% | |
| American Funds Fundamental Investors N/R | — | — | — | $2.6M | 4.7% | |
| Dodge & Cox Income I N/R | — | — | — | $2.2M | 4.1% | |
| American Funds New Perspective R2E N/R | — | — | — | $2.1M | 4.0% | |
| Class Dimensional DFA US Small Cap Value I N/R | — | — | — | $1.2M | 2.3% | |
| PIMCO Income I-2 N/R | — | — | — | $1.1M | 2.1% | |
| American Funds 2040 Target Date Retirement N/R | — | — | — | $983K | 1.8% | |
| Nationwide Geneva Small Cap Gr R6 N/R | — | — | — | $977K | 1.8% | |
| Columbia Overseas Value Fund Institutional 2 N/R | — | — | — | $754K | 1.4% | |
| American Funds 2035 Target Date Retirement N/R | — | — | — | $717K | 1.3% | |
| American Funds 2055 Target Date Retirement N/R | — | — | — | $629K | 1.2% | |
| American Funds 2045 Target Date Retirement N/R | — | — | — | $613K | 1.1% | |
| Templeton Global Bond Fund Advisor Class N/R | — | — | — | $582K | 1.1% | |
| PIMCO All Asset P N/R | — | — | — | $574K | 1.1% | |
| Corporation Notes Receivable From Participants * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $408K | 0.8% | |
| Company Mutual Funds American Funds 2010 Target Date Retirement N/R | — | — | — | $381K | 0.7% | |
| American Funds 2030 Target Date Retirement N/R | — | — | — | $376K | 0.7% | |
| Cash * State Street Bank and Trust Interest Bearing Cash | — | — | — | $181K | 0.3% | |
| American Funds 2015 Target Date Retirement N/R 71 American Funds 2020 Target Date Retirement N/R 71 American Funds 2025 Target Date Retirement N/R | — | — | — | $160K | 0.3% | |
| American Funds 2060 Target Date Retirement N/R | — | — | — | $123K | 0.2% | |
| American Funds 2050 Target Date Retirement N/R | — | — | — | $89K | 0.2% |