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Original filing (PDF)20250801075455NAL0006050929001
KUHN NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
671
Accounts w/ balance
911
Plan assets (EOY)
$112.6M
Net assets (EOY)
$112.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
42 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUHN NORTH AMERICA, INC..
Plan sponsor
Name
KUHN NORTH AMERICA, INC.
EIN
82-0566728
Address
1501 WEST 7TH AVENUE · BRODHEAD, WI · 53520
Phone
(608) 897-2131
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
2025-08-01
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
SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $140K | — |
| ONEAMERICA INV ADV SERVICES, LLC | 81-3920167 | — | NONE | $25K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
28 direct securities · 16 pooled funds· $120.6M(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
$87.6M
28 holdings
Common Collective Trust
$33.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock Fund Class I N/A | — | — | — | $15.2M | 13.5% | |
| Vanguard Institutional Index Fund N/A | — | — | — | $13.2M | 11.8% | |
| Vanguard Balanced Index Fund Class I N/A | — | — | — | $11.7M | 10.4% | |
| RETIREMENTTRACK MODERATE RET FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139828 / PN 605 | Common Collective Trust | — | — | $10.7M | 9.5% | |
| T. Rowe Price Mid Cap Growth Fund Class I N/A | — | — | — | $9.5M | 8.5% | |
| RetirementTrack Conservative 2065 Fund Class R1 N/A 377 RetirementTrack Conservative Retirement Fund Class R1 N/A 986 RetirementTrack Moderate 2035 Fund Class R1 N/A | — | — | — | $7.5M | 6.7% | |
| RETIREMENTTRACK MODERATE 2035 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139830 / PN 607 | Common Collective Trust | — | $7.1M | $7.5M | 6.7% | |
| RETIREMENTTRACK MODERATE 2045 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139831 / PN 608 | Common Collective Trust | — | — | $6.2M | 5.5% | |
| Vanguard Windsor II Fund Admiral N/A | — | — | $5.6M | $5.7M | 5.1% | |
| ONEAMERICA STABLE VALUE Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $5.7M | 5.0% | |
| Invesco Global Fund Class A N/A | — | — | — | $3.9M | 3.4% | |
| American Funds New Perspective Fund Class R6 N/A | — | — | — | $3.8M | 3.4% | |
| Baird Core Plus Bond Fund Class Institutional N/A | — | — | — | $3.3M | 2.9% | |
| Vanguard Mid Cap Value Index Fund Admiral N/A | — | — | — | $3.0M | 2.7% | |
| Royce Small-Cap Opportunity Fund N/A | — | — | — | $2.1M | 1.8% | |
| American Europacific Growth Fund Class R6 N/A | — | — | — | $1.8M | 1.6% | |
| RETIREMENTTRACK MODERATE 2055 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139832 / PN 609 | Common Collective Trust | — | — | $1.8M | 1.6% | |
| Vanguard Total Bond Market Index Fund Admiral N/A | — | — | — | $1.3M | 1.2% | |
| American Capital Income Builder Fund Class R6 N/A | — | — | — | $1.2M | 1.1% | |
| RetirementTrack Conservative 2035 Fund Share Class R1 N/A | — | — | — | $1.0M | 0.9% | |
| RETIREMENTTRACK CONSERVATIVE 2035 F GREAT GRAY TRUST COMPANY LLC · EIN 38-4139835 / PN 612 | Common Collective Trust | — | $1.0M | $1.0M | 0.9% | |
| Vanguard Explorer Admiral N/A | — | — | — | $933K | 0.8% | |
| Vanguard Mid Cap Index Fund Admiral N/A | — | — | — | $818K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral N/A | — | — | — | $600K | 0.5% | |
| Dodge & Cox International Stock Fund N/A | — | — | — | $410K | 0.4% | |
| Vanguard Development Markets Index Fund Admiral N/A | — | — | — | $358K | 0.3% | |
| VALUE Participant Loans Master Participant Loan - Interest Rate 2.75% - 8.50% Master Participant Loan | — | — | $49K | $49K | <0.1% | |
| Notes receivable from participants, interest (2.75% - 8.50%) - 0 - | — | — | — | $49K | <0.1% | |
| RETIREMENTTRACK MODERATE 2065 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-7275345 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| RetirementTrack Aggressive 2055 Fund Share Class R1 N/A | — | — | — | $23K | <0.1% | |
| RETIREMENTTRACK AGGRESSIVE 2055 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139827 / PN 604 | Common Collective Trust | — | $22K | $23K | <0.1% | |
| RETIREMENTTRACK AGGRESSIVE 2065 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-7275344 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| RETIREMENTTRACK AGGRESSIVE 2035 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139825 / PN 602 | Common Collective Trust | — | — | $13K | <0.1% | |
| RetirementTrack Agrsv 2035 Fd Shr Cl R1 RetirementTrack Agrsv 2035 Fd Shr Cl | — | — | $13K | $13K | <0.1% | |
| RETIREMENTTRACK AGGRESSIVE 2045 FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139826 / PN 603 | Common Collective Trust | — | — | $10K | <0.1% | |
| RetirementTrack Agrsv 2045 Fd Shr Cl R1 RetirementTrack Agrsv 2045 Fd Shr Cl | — | — | $10K | $10K | <0.1% | |
| RetirementTrack Conservative 2045 Fund Share Class R1 N/A | — | — | — | $9K | <0.1% | |
| RETIREMENTTRACK CONSERVATIVE 2045 F GREAT GRAY TRUST COMPANY LLC · EIN 38-4139836 / PN 613 | Common Collective Trust | — | $9K | $9K | <0.1% | |
| RETIREMENTTRACK CONSERVATIVE 2055 F GREAT GRAY TRUST COMPANY LLC · EIN 38-4139837 / PN 614 | Common Collective Trust | — | — | $7K | <0.1% | |
| RetirementTrack Cnsrv 2055 Fd Shr Cl R1 RetirementTrack Cnsrv 2055 Fd Shr Cl | — | — | $7K | $7K | <0.1% | |
| RetirementTrack Aggressive Retirement Fund Class R1 N/A | — | — | — | $4K | <0.1% | |
| RETIREMENTTRACK AGGRESIVE RET FD CL GREAT GRAY TRUST COMPANY LLC · EIN 38-4139823 / PN 600 | Common Collective Trust | — | — | $4K | <0.1% | |
| RETIREMENTTRACK CONSERVATIVE RET FD GREAT GRAY TRUST COMPANY LLC · EIN 38-4139833 / PN 610 | Common Collective Trust | — | — | $986 | <0.1% | |
| RETIREMENTTRACK CONSERVATIVE 2065 F GREAT GRAY TRUST COMPANY LLC · EIN 38-7275346 / PN 001 | Common Collective Trust | — | — | $377 | <0.1% |