Filings through Oct 24, 2026.

Retirement plan

PPC Partners, Inc. 401(k) Plan

Name: PPC PARTNERS, INC. - PPC PARTNERS, INC. 401(K) PLAN (2025) Form 5500
Creator: PPC PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PPC PARTNERS, INC. 401(K) PLAN, PPC PARTNERS, INC.

PPC Partners, Inc.EIN 39-1924296Plan #001PY 2025

5477 S WESTRIDGE COURT - NEW BERLIN, WI 53151262-879-8484

Prospect flagsCorrective distributionsFew collective trustsFund lineup: 26 funds, $123M

How to read this page

Total assets (EOY)

$123.7M

No prior year

Total participants

1,850

No prior year

Average account balance

$67,839

No prior year

Annual return

18.82%

No prior year

Benchmarks

See 594 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort594 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$65,008
ONEDIGITAL INVESTMENT ADVISORS LLC1+ years Filed as: ONE DIGITAL Service code 28 · EIN 43-1451524	Investment Management	$40,710
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$52
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Fund lineup

CSV with Pro

26 funds of $250K or more; 18 lines in all, holding $123M of the plan's $124M. From the 2025 filing. Recordkeeper: Charles Schwab.

In collective trusts0%median 0% for plans of $50M to $250M (12,424 plans)

In index funds16%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series52%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: SSgA Target Retirement, mutual fund, 52% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages	State Street (SSgA)	Mutual fund	$63.7M	51.8%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$13.2M	10.8%
Ultra Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$9.3M	7.6%
T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$4.9M	4.0%
JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$4.0M	3.3%
Morely Stable Value Fund Principal · Stable value Stable value	Principal	Stable value	$3.6M	2.9%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3.5M	2.8%
JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$3.4M	2.8%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$2.7M	2.2%
Goldman Sachs Em Ckt Eq Is R6 Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$2.4M	2.0%

See the other 8 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2G2J2K2S2T3D3F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$106K

$71 / participant

Recordkeeping$65K60.7%
Investment mgmt$42K39.3%

% of EOY assets

0.086%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$65,008

ONEDIGITAL INVESTMENT ADVISORS LLC1+ years

Filed as: ONE DIGITAL

Service code 28 · EIN 43-1451524

Investment Management

$40,710

CHARLES SCHWAB & CO., INC.1+ years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$52

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

Fund

Dollars

% of funds%

SSgA Target Retirement

State Street (SSgA) · Mutual fund

Target-date, 9 vintages

$63.7M

51.8%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$13.2M

10.8%

Ultra Fund R6 Class

American Century · Mutual fund

$9.3M

7.6%

T. Rowe Price Overseas Stock Fund-I Class

T. Rowe Price · Mutual fund

$4.9M

4.0%

JPMorgan U.S. Value Fund Class R6

JPMorgan · Mutual fund

$4.0M

3.3%

Morely Stable Value Fund

Principal · Stable value

Stable value

$3.6M

2.9%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$3.5M

2.8%

JPMorgan Mid Cap Growth Fund Class R6

JPMorgan · Mutual fund

$3.4M

2.8%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$2.7M

2.2%

Goldman Sachs Em Ckt Eq Is R6

Goldman Sachs · Mutual fund

$2.4M

2.0%

PPC Partners, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PPC Partners, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion