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Original filing (PDF)20251010104634NAL0007974705001
BADGER DAYLIGHTING CORP.
Form 5500
FILING_RECEIVED
BADGER DAYLIGHTING CORP. 401(K) PLAN
401(k) retirement plan
Active participants
1,436
Accounts w/ balance
860
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BADGER DAYLIGHTING CORP..
Plan sponsor
Name
BADGER DAYLIGHTING CORP.
EIN
88-0411466
Address
8930 MOTORSPORTS WAY · BROWNSBURG, IN · 46112
Phone
(403) 264-8500
Industry
Constructionsee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER, & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $104K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $20K | — |
Investments
23 direct securities · 1 pooled fund· $45.2M(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.
Uncategorized
$43.7M
23 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund K 340,440 | — | — | — | $6.4M | 14.2% | |
| BlackRock LifePath Index 2030 Fund K 330,318 | — | — | — | $5.6M | 12.5% | |
| BlackRock LifePath Index 2040 Fund K 228,548 | — | — | — | $4.7M | 10.3% | |
| BlackRock LifePath Index 2045 Fund K 198,556 | — | — | — | $4.4M | 9.8% | |
| Fidelity 500 Index Fund 15,077 | — | — | — | $3.1M | 6.8% | |
| BlackRock LifePath Index 2055 Fund K 123,079 | — | — | — | $3.0M | 6.6% | |
| BlackRock LifePath Index 2050 Fund K 127,118 | — | — | — | $3.0M | 6.5% | |
| T. Rowe Price Blue Chip Growth Fund 12,992 | — | — | — | $2.4M | 5.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.50%, with maturities through March 2048 0 | — | — | — | $2.0M | 4.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 3.3% | |
| iShares MSCI Total International Index Fund K 132,981 | — | — | — | $1.3M | 3.0% | |
| BlackRock LifePath Index Retirement Fund K 95,618 | — | — | — | $1.3M | 2.9% | |
| BlackRock LifePath Index 2060 Fund K 57,688 | — | — | — | $1.2M | 2.8% | |
| Dodge & Cox Income Fund X 99,182 | — | — | — | $1.2M | 2.7% | |
| Fidelity Mid Cap Index Fund 25,290 | — | — | — | $854K | 1.9% | |
| American Funds Washington Mutual Investors Fund R6 11,498 | — | — | — | $708K | 1.6% | |
| Allspring Special Mid Cap Value Fund R6 9,761 | — | — | — | $467K | 1.0% | |
| American Funds EuroPacific Growth Fund R6 7,970 | — | — | — | $428K | 0.9% | |
| JPMorgan Mid Cap Growth Fund R6 7,704 | — | — | — | $398K | 0.9% | |
| Fidelity Small Cap Index Fund 10,638 | — | — | — | $294K | 0.7% | |
| BlackRock LifePath Index 2065 Fund K 15,773 | — | — | — | $239K | 0.5% | |
| American Beacon Small Cap Value Fund R6 9,138 | — | — | — | $225K | 0.5% | |
| Fidelity U.S. Bond Index Fund 21,698 | — | — | — | $222K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES AB Small Cap Growth Portfolio Fund Z 2,782 | — | — | — | $206K | 0.5% |