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Original filing (PDF)20251015124605NAL0009296658001
LIFT SOLUTIONS HOLDINGS, LLC
Form 5500
FILING_RECEIVED
LIFT SOLUTIONS HOLDINGS, LLC 401(K) PROFIT SHARING
401(k) retirement plan
Active participants
443
Accounts w/ balance
453
Plan assets (EOY)
$16.1M
Net assets (EOY)
$15.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFT SOLUTIONS HOLDINGS, LLC.
Plan sponsor
Name
LIFT SOLUTIONS HOLDINGS, LLC
EIN
87-2348206
Address
1377 KIMBERLY DRIVE · NEENAH, WI · 54956
Phone
(920) 722-0101
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, NA | 45-6062081 | — | RECORDKEEPER | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREERWALKER LLP | 56-1434747 | — | AUDITOR | $6K | — |
Investments
32 direct securities· $15.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $2.3M | 14.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.3M | 14.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.3M | 14.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.6M | 10.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.3M | 8.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $913K | 5.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $727K | 4.5% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $514K | 3.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $436K | 2.7% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $396K | 2.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $380K | 2.4% | |
| Vanguard Equity Income - Admiral Shares | — | — | — | $270K | 1.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $193K | 1.2% | |
| Alerus Money Market | — | — | — | $174K | 1.1% | |
| Participant Loans | — | — | — | $155K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $153K | 1.0% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $143K | 0.9% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral Shares | — | — | — | $140K | 0.9% | |
| American Funds Moderate Growth and Income Portfolio R6 | — | — | — | $123K | 0.8% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $114K | 0.7% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $112K | 0.7% | |
| American Century Mid Cap Value | — | — | — | $112K | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $107K | 0.7% | |
| PIMCO Income Fund Institutional Class | — | — | — | $101K | 0.6% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $95K | 0.6% | |
| Victory Capital Sycamore Est Value R6 | — | — | — | $79K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $61K | 0.4% | |
| American Funds New World R6 | — | — | — | $59K | 0.4% | |
| Baird Short Term Bond Fund Institutional Class | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $25K | 0.2% | |
| Vanguard Inflation Protected Securities Admiral Class Fund | — | — | — | $22K | 0.1% | |
| American Funds Conservative Growth and Income Portfolio R6 | — | — | — | $20K | 0.1% |