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Original filing (PDF)20250924141946NAL0006846433001
TUFCO LP
Form 5500
FILING_RECEIVED
TUFCO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
289
Accounts w/ balance
120
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.5M
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)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUFCO LP.
Plan sponsor
Name
TUFCO LP
EIN
75-2690363
Address
3161 SOUTH RIDGE ROAD · PO BOX 23500 · GREEN BAY, WI · 54305
Phone
(920) 336-0054
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $32K | — |
Investments
27 direct securities · 1 pooled fund· $7.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.5M
27 holdings
Common Collective Trust
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Institutional Premium Mutual fund | — | — | — | $1.8M | 23.4% | |
| Harbor Capital Appreciation Fund Retirement Class Mutual fund | — | — | — | $861K | 11.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $513K | 6.8% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $422K | 5.6% | |
| Principal MidCap Fund - Institutional shares Mutual fund | — | — | — | $388K | 5.1% | |
| MFS Value Fund - R6 Mutual fund | — | — | — | $350K | 4.6% | |
| Vanguard Total International Stock Index Fund -Adm Mutual fund | — | — | — | $305K | 4.0% | |
| American Funds New Perspective Fund - R6 Mutual fund | — | — | — | $273K | 3.6% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $269K | 3.6% | |
| Vanguard Mid Cap Index Fund - Adm Mutual fund | — | — | — | $243K | 3.2% | |
| Vanguard Selected Value Fund Mutual fund | — | — | — | $233K | 3.1% | |
| Loomis Sayles SmallCap Growth Fund Mutual fund | — | — | — | $227K | 3.0% | |
| Columbia Capital Allocation Moderate Aggressive Portfolio Fund Mutual fund | — | — | — | $211K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $196K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $179K | 2.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $154K | 2.0% | |
| Vanguard Intermediate Term Treasury Fund - Adm Mutual fund | — | — | — | $134K | 1.8% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $124K | 1.6% | |
| Franklin Templeton Growth Allocation Fund - AD Mutual fund | — | — | — | $121K | 1.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $115K | 1.5% | |
| Invesco Developing Markets Fund Mutual fund | — | — | — | $94K | 1.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund ** 172 Vanguard Total Bond Market Index Fund - Adm Mutual fund | — | — | — | $94K | 1.2% | |
| Participant loans through August 2029 0 | — | — | — | $92K | 1.2% | |
| BNY MELLON INSIGHT STABLE VALUE FUN THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $62K | 0.8% | |
| Vanguard Target Retirement Income Fund - Inv Mutual fund | — | — | — | $34K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $32K | 0.4% | |
| Baird Core Plus Bond Fund - Institutional Mutual fund | — | — | — | $30K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $27K | 0.4% |
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