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Original filing (PDF)20251016145800NAL0003255411001
MAHLE BEHR DAYTON, LLC
Form 5500
FILING_RECEIVED
BEHR DAYTON THERMAL PRODUCTS - IUE PENSION AGREEMENT
Defined-benefit pension plan
Signals · 3
100% in single holding~81 bps in Sched C feesNo recordkeeper disclosed
Active participants
235
Accounts w/ balance
—
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MAHLE BEHR USA, INC MASTER TRUST (extraction pending)]" is 100% of plan.
- 81 bps in Schedule C fees — 180% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAHLE BEHR DAYTON, LLC.
Plan sponsor
Name
MAHLE BEHR DAYTON, LLC
EIN
02-0574546
Address
23030 MAHLE DRIVE · FARMINGTON HILLS, MI · 48335
Phone
(248) 743-3700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | — | TRUSTEE | $15K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $53K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $48K | — |
| PLANTE AND MORAN | 33-1498605 | — | NONE | $17K | — |
Investments
2 pooled funds· $16.4M(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.
Master Trust
$16.4M
1 holding
Common Collective Trust
$13K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAHLE BEHR USA, INC MASTER TRUST MAHLE BEHR USA INC. · EIN 27-2279355 / PN 006 | Master Trust | — | — | $16.4M | 99.9% | |
| COMERICA SHORT TERM FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-7305132 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% |