Filings through Oct 24, 2026.

Retirement plan

Stadler US Inc. 401(k) Profit Sharing Plan and Trust

Name: STADLER US INC. - STADLER US INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: STADLER US INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STADLER US INC. 401(K) PROFIT SHARING PLAN AND TRUST, STADLER US INC.

Stadler US Inc.EIN 45-1866733Plan #001PY 2024

5880 WEST 150 SOUTH - SALT LAKE CITY, UT 84104801-854-7771linkedin.com/company/stadler-usLinkedIn201-500 employeesrailroad manufacture

Prospect flagsLow assets / participantPossible retail share class: $9.8MFew collective trustsFund lineup: 11 funds, $10.2M

How to read this page

Total assets (EOY)

$10.8M

+41.2% from 2023

Total participants

546

+9.0% from 2023

Average account balance

$23,276

+24.7% from 2023

Annual return

21.07%

+0.19 pp from 2023

Benchmarks

See 2,391 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,391 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
DYNAMIC WEALTH ADVISORS2 years Filed as: DYNAMIC WEALTH ADVISORS LLC Service code 27 · EIN 26-3945512	Advisory (Plan)	$52,595
TRANSAMERICA RETIREMENT SOLUTIONS4 years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$40,129
NATIONAL BENEFIT SERVICES, LLC4 years Service code 15 · EIN 20-3886993	Recordkeeping	$10,862

Fund lineup

CSV with Pro

11 funds of $250K or more; 34 lines in all, holding $10.2M of the plan's $10.8M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds8%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
AmerCen One Choice 2050 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$1.7M	16.3%
AmerCen One Choice 2060 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$1.4M	13.4%
AmerCen One Choice 2055 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$1.3M	12.3%
AmerCen One Choice 2045 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$1.1M	11.1%
AmerCen One Choice 2040 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$854K	8.4%
AmerCen One Choice 2035 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$685K	6.7%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A	Fidelity (FMR)	Mutual fund	$602K	5.9%
AmerCen One Choice 2030 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$464K	4.5%
AmerCen One Choice 2065 R6 Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$436K	4.3%
Insurance company general account TA Stable Value Core Option Manager not matched · Insurance contract	Not yet matched	Insurance contract	$353K	3.5%

See the other 24 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 codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$104K

$218 / participant

Contract admin$104K100.0%

% of EOY assets

0.961%

all-in expense ratio

Categories reported

1 / 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: TRAVELLER AND COMPANY, LLC
Auditor EIN: 870668060
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

DYNAMIC WEALTH ADVISORS2 years

Filed as: DYNAMIC WEALTH ADVISORS LLC

Service code 27 · EIN 26-3945512

Advisory (Plan)

$52,595

TRANSAMERICA RETIREMENT SOLUTIONS4 years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$40,129

NATIONAL BENEFIT SERVICES, LLC4 years

Service code 15 · EIN 20-3886993

Recordkeeping

$10,862

Fund

Dollars

% of funds%

AmerCen One Choice 2050 R6

Manager not matched · Mutual fund

Possible retail class A

$1.7M

16.3%

AmerCen One Choice 2060 R6

Manager not matched · Mutual fund

Possible retail class A

$1.4M

13.4%

AmerCen One Choice 2055 R6

Manager not matched · Mutual fund

Possible retail class A

$1.3M

12.3%

AmerCen One Choice 2045 R6

Manager not matched · Mutual fund

Possible retail class A

$1.1M

11.1%

AmerCen One Choice 2040 R6

Manager not matched · Mutual fund

Possible retail class A

$854K

8.4%

AmerCen One Choice 2035 R6

Manager not matched · Mutual fund

Possible retail class A

$685K

6.7%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

IndexPossible retail class A

$602K

5.9%

AmerCen One Choice 2030 R6

Manager not matched · Mutual fund

Possible retail class A

$464K

4.5%

AmerCen One Choice 2065 R6

Manager not matched · Mutual fund

Possible retail class A

$436K

4.3%

Insurance company general account TA Stable Value Core Option

Manager not matched · Insurance contract

$353K

3.5%

Stadler US Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Stadler US Inc. 401(k) Profit Sharing Plan and Trust

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