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Original filing (PDF)20251014151029NAL0001561571001
PSCO KIEFFER, INC.
Form 5500
FILING_RECEIVED
PSCO KIEFFER RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
62
Accounts w/ balance
89
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual Fund" is 31% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSCO KIEFFER, INC..
Plan sponsor
Name
PSCO KIEFFER, INC.
EIN
88-1590556
Address
3322 WASHINGTON AVE · SHEBOYGAN, WI · 53081
Phone
(920) 453-4174
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MERCADIEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | RECORDKEEPER | $36K | — |
Investments
30 direct securities · 1 pooled fund· $6.3M(99% 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
$5.7M
29 holdings
Mutual Funds
$593K
1 holding
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual Fund | — | — | — | $1.9M | 30.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $706K | 11.1% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $668K | 10.5% | |
| T. Rowe Price Spectrum Moderate Allocation Fund Investor Class Mutual Fund | Mutual Funds | — | — | $593K | 9.3% | |
| MFS Massachusetts Investors Growth Stock Fund Class A Mutual Fund | — | — | — | $377K | 5.9% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $238K | 3.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $206K | 3.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund Mutual Fund | — | — | — | $202K | 3.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $174K | 2.7% | |
| JPMorgan Small Cap Equity Fund Class R6 Mutual Fund | — | — | — | $173K | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $162K | 2.5% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | — | — | — | $117K | 1.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $105K | 1.6% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund 80 Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $86K | 1.4% | |
| maturities through November 30, 2029 | — | — | — | $70K | 1.1% | |
| Victory Capital Sycamore Est Value R6 Mutual Fund | — | — | — | $66K | 1.0% | |
| Baird Core Plus Bond Fund Class Institutional Mutual Fund | — | — | — | $59K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $49K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $45K | 0.7% | |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class Mutual Fund | — | — | — | $44K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $38K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $38K | 0.6% | |
| American Funds New World Fund Class R6 Mutual Fund | — | — | — | $31K | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $28K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $21K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $17K | 0.3% | |
| Empower International Value Fund Institutional Class Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $9K | 0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $5K | <0.1% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY METLIFE GAC SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
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