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Original filing (PDF)20251014152609NAL0001613091001
FREUDENBERG NORTH AMERICA LP
Form 5500
FILING_RECEIVED
FREUDENBERG COMPANIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,985
Accounts w/ balance
7,046
Plan assets (EOY)
$619.2M
Net assets (EOY)
$619.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 101% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREUDENBERG NORTH AMERICA LP.
Plan sponsor
Name
FREUDENBERG NORTH AMERICA LP
EIN
02-0383413
Address
47774 WEST ANCHOR COURT · PLYMOUTH, MI · 48170
Phone
(734) 354-5319
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
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $352K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $290K | — |
| FREUDENBERG NORTH AMERICA LIMITED P | — | PLYMOUTH, MI | NONE | $77K | — |
| SIKICH LLP | — | BROOKFIELD, WI | NONE | $26K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $900 | — |
Investments
19 direct securities · 17 pooled funds· $610.5M(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.
Common Collective Trust
$275.5M
17 holdings
Uncategorized
$188.7M
17 holdings
Mutual Funds
$119.4M
1 holding
Pooled Separate Accounts
$27.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Index 500 | Mutual Funds | — | — | $119.4M | 19.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $51.1M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $42.8M | 6.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $33.0M | 5.3% | |
| MFS Massachusetts Investors GR STK R4 | — | — | — | $32.9M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $32.0M | 5.2% | |
| Empower Annuity Insurance Co. of America Capital Group EuroPacific Growth SA | Pooled Separate Accounts | — | — | $27.0M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.1M | 4.1% | |
| Vanguard Mid Cap Index I | — | — | — | $21.8M | 3.5% | |
| Vanguard Small Cap Index I | — | — | — | $20.6M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.5% | |
| Pioneer Strategic Income Y | — | — | — | $15.3M | 2.5% | |
| Pioneer Bond Y | — | — | — | $15.2M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $13.9M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $13.6M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.0% | |
| Vanguard Developed Markets Index Institutional | — | — | — | $11.9M | 1.9% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $10.4M | 1.7% | |
| Participant loans Interest rates from 3.25% to 9.50% -0- | — | — | — | $10.3M | 1.7% | |
| Vanguard Short Term Bond Index | — | — | — | $9.6M | 1.6% | |
| MFS Value R6 | — | — | — | $9.6M | 1.5% | |
| Fidelity Small Cap Growth K6 | — | — | — | $7.5M | 1.2% | |
| Vanguard Inflation Protected Secs I Fund | — | — | — | $6.9M | 1.1% | |
| JP Morgan JP Morgan Mid Cap Growth R6 Fund | — | — | — | $6.0M | 1.0% | |
| ALLSPRING SPECIAL MIDCAPVALUE CIT M SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.8% | |
| Vanguard Federal Money Market Inv | — | — | — | $4.7M | 0.8% | |
| Self-Directed Brokerage * Empower Brokerage Empower SDB | — | — | — | $4.4M | 0.7% | |
| ALLSPRING SPECIAL SMALL CPA VALUE C SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.3% | |
| Vanguard International Value Fund | — | — | — | $1.3M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $887K | 0.1% | |
| Empower Brokerage Empower SDB Roth | — | — | — | $28K | <0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO F FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $4K | <0.1% |