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Original filing (PDF)20251013112137NAL0000538563001
MULTISTACK, LLC
Form 5500
FILING_RECEIVED
MULTISTACK, LLC 401(K) PLAN
401(k) retirement plan
Active participants
232
Accounts w/ balance
171
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
46 pooled trusts
Schedule D
40 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 (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTISTACK, LLC.
Plan sponsor
Name
MULTISTACK, LLC
EIN
72-1524879
Address
1065 MAPLE AVENUE · PO BOX 510 · SPARTA, WI · 54656
Phone
(608) 366-2400
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT LLC | 45-1564286 | WATKINSVILLE, GA | INVESTMENT MANAGEMENT | $20K | — |
Investments
1 direct security · 46 pooled funds· $8.2M(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.
Pooled Separate Account
$8.2M
46 holdings
Uncategorized
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STADION GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $1.6M | 19.1% | |
| STADION MODERATE GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $964K | 11.7% | |
| STADION BALANCED AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $731K | 8.9% | |
| T ROWE PRICE RETIREMENT 2030 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $718K | 8.7% | |
| T ROWE PRICE RETIREMENT 2050 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $443K | 5.4% | |
| T ROWE PRICE RETIREMENT 2045 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $383K | 4.6% | |
| AMERICAN CENTURY US GOV MONEY MKT AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $334K | 4.0% | |
| T ROWE PRICE RETIREMENT 2040 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $293K | 3.6% | |
| STADION MAXIMUM GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $287K | 3.5% | |
| STADION CONSERVATIVE AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $263K | 3.2% | |
| T ROWE PRICE RETIREMENT 2055 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $242K | 2.9% | |
| VIRTUS DUFF & PHELPS REAL ESTATE SE AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $231K | 2.8% | |
| T ROWE PRICE RETIREMENT 2035 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $222K | 2.7% | |
| T ROWE PRICE RETIREMENT 2060 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $198K | 2.4% | |
| DODGE & COX STOCK AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $170K | 2.1% | |
| JANUS HENDERSON TECHNOLOGY AND INNO AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $126K | 1.5% | |
| STADION CAPITAL PRESERVATION AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $97K | 1.2% | |
| JP MORGAN LARGE CAP GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $94K | 1.1% | |
| BLACKROCK GLOBAL ALLOCATION AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $92K | 1.1% | |
| T ROWE PRICE RETIREMENT 2065 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $92K | 1.1% | |
| VANGUARD 500 INDEX ADMIRAL AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $89K | 1.1% | |
| FRANKLIN SMALL CAP GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $72K | 0.9% | |
| JP MORGAN MID CAP GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $68K | 0.8% | |
| DODGE & COX INTERNATIONAL STOCK AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $58K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMIRAL AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $55K | 0.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $48K | 0.6% | |
| GOLDMAN SACHS SMALL/MID CAP GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $47K | 0.6% | |
| VANGUARD MID-CAP INDEX ADMIRAL AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $43K | 0.5% | |
| Notes receivable from participants, interest rates of 4.25% to 9.50%, maturing through 2029* | — | — | — | $39K | 0.5% | |
| T ROWE PRICE RETIREMENT 2025 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $35K | 0.4% | |
| COLUMBIA OVERSEAS VALUE FUND AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $30K | 0.4% | |
| DFA EMERGING MARKETS CORE EQUITY AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $20K | 0.2% | |
| MFS VALUE AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $14K | 0.2% | |
| DFA US TARGETED VALUE PORTFOLIO AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $12K | 0.1% | |
| JP MORGAN US EQUITY AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AMERICAN FUNDS INTERNATIONAL GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $7K | <0.1% | |
| DODGE & COX INCOME AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $5K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $5K | <0.1% | |
| FIDELITY ADVISOR CAPITAL & INCOME AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA US SUSTAINABILITY CORE 1 AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $2K | <0.1% | |
| LORD ABBETT SHORT DURATION AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $656 | <0.1% | |
| AMERICAN CENTURY INFLATION ADJUSTED AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $500 | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $496 | <0.1% | |
| DFA INTERNATIONAL CORE EQUITY AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $427 | <0.1% | |
| BLACKROCK STRATEGIC GLOBAL BOND AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $374 | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SHORT TERM AMERITAS LIFE OF NY · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% |
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