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Original filing (PDF)20250924155056NAL0008353680001
SUB-ZERO GROUP, INC.
Form 5500
FILING_RECEIVED
SUB-ZERO GROUP PRODUCTION EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,984
Accounts w/ balance
2,267
Plan assets (EOY)
$107.2M
Net assets (EOY)
$107.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUB-ZERO GROUP, INC..
Plan sponsor
Name
SUB-ZERO GROUP, INC.
EIN
56-2628046
Address
4717 HAMMERSLEY ROAD · MADISON, WI · 537112708
Phone
(608) 270-3283
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $42K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $16K | — |
Investments
16 direct securities · 12 pooled funds· $107.2M(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
$56.9M
12 holdings
Uncategorized
$50.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Institutional Vanguard Total Stock Market Index Fund Institutional N/R | — | — | — | $11.7M | 10.9% | |
| NYLI Winslow Large Cap Growth R6 N/R | — | — | — | $11.3M | 10.5% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $9.7M | 9.0% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $9.2M | 8.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.9M | 5.5% | |
| New York Life Guaranteed Investment Contract N/R | — | — | — | $5.5M | 5.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $3.6M | 3.4% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.4% | |
| Class Fidelity Small Cap Growth, K6 Fund N/R | — | — | — | $3.3M | 3.1% | |
| American Funds EuroPacific Growth Fund, Class R6 N/R | — | — | — | $2.7M | 2.5% | |
| PIMCO Total Return Fund, Institutional Class N/R | — | — | — | $2.7M | 2.5% | |
| Institutional Class Dimensional Fund Advisors LP US Targeted Value Portfolio, Institutional N/R | — | — | — | $2.5M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.0% | |
| Columbia Funds Columbia Dividend Income Fund, N/R | — | — | — | $1.5M | 1.4% | |
| Fidelity Emerging Markets K N/R | — | — | — | $1.4M | 1.3% | |
| Shares Vanguard Total International Stock Index Fund N/R | — | — | — | $1.3M | 1.3% | |
| Vanguard Total Bond Market Index Fund, Institutional N/R | — | — | — | $1.2M | 1.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.1% | |
| Fidelity Strategic Income Fund N/R | — | — | — | $614K | 0.6% | |
| Institutional Class 3 Dimensional Fund Advisors LP Global Real Estate Securities Portfolio, N/R | — | — | — | $494K | 0.5% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $273K | 0.3% | |
| T. Rowe Price International Discovery Fund, Class I N/R | — | — | — | $240K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $173K | 0.2% | |
| Vanguard International Value Fund, Investor Shares N/R | — | — | — | $137K | 0.1% |
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