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Original filing (PDF)20251006084331NAL0001930851001
SAUER BRANDS, INC.
Form 5500
FILING_RECEIVED
THE SAUER BRANDS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
927
Accounts w/ balance
1,166
Plan assets (EOY)
$68.9M
Net assets (EOY)
$68.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 SAUER BRANDS, INC..
Plan sponsor
Name
SAUER BRANDS, INC.
EIN
83-4457275
Address
2000 WEST BROAD STREET · RICHMOND, VA · 23220
Phone
(804) 342-8596
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
2025-10-06
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
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $120K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
24 direct securities · 1 pooled fund· $68.9M(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
$66.3M
24 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Instl Prem Registered Investment Company | — | — | — | $8.5M | 12.3% | |
| Fidelity Freedom Index 2035 Instl Prem Registered Investment Company | — | — | — | $8.4M | 12.1% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $8.3M | 12.0% | |
| Fidelity Freedom Index 2030 Instl Prem Registered Investment Company | — | — | — | $6.8M | 9.9% | |
| Fidelity Freedom Index 2045 Instl Prem Registered Investment Company | — | — | — | $4.1M | 6.0% | |
| Fidelity Freedom Index 2040 Instl Prem Registered Investment Company | — | — | — | $4.1M | 5.9% | |
| Fidelity Freedom Index 2020 Instl Prem Registered Investment Company | — | — | — | $3.8M | 5.5% | |
| AB US Large Cap Growth CIT Fee Class M Registered Investment Company | — | — | — | $3.4M | 4.9% | |
| Fidelity Freedom Index 2050 Instl Prem Registered Investment Company | — | — | — | $3.0M | 4.4% | |
| Fidelity Freedom Index Inc Instl Prem Registered Investment Company | — | — | — | $2.6M | 3.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| Fidelity Global ex US Index Registered Investment Company | — | — | — | $2.3M | 3.3% | |
| Fidelity Freedom Index 2055 Instl Prem Registered Investment Company | — | — | — | $2.1M | 3.0% | |
| Participant Loans Interest rates from 4.25% - 9.50% | — | — | — | $2.0M | 2.9% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $1.7M | 2.5% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $997K | 1.4% | |
| Fidelity Freedom Index 2060 Instl Prem Registered Investment Company | — | — | — | $900K | 1.3% | |
| DFA Inflation-Protected Securities I Registered Investment Company | — | — | — | $833K | 1.2% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $742K | 1.1% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $653K | 0.9% | |
| Fidelity Total Bond K6 Registered Investment Company | — | — | — | $395K | 0.6% | |
| Janus Henderson Triton N Registered Investment Company | — | — | — | $304K | 0.4% | |
| Fidelity Freedom Index 2065 Instl Prem Registered Investment Company | — | — | — | $295K | 0.4% | |
| MFS Value R6 Registered Investment Company | — | — | — | $198K | 0.3% | |
| Lord Abbett Bond Debenture R6 Registered Investment Company | — | — | — | $67K | <0.1% |