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Original filing (PDF)20251015133852NAL0009870002001
AM GENERAL LLC
Form 5500
FILING_RECEIVED
AM GENERAL HOURLY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
458
Accounts w/ balance
—
Plan assets (EOY)
$151.8M
Net assets (EOY)
$151.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 34 bps in Schedule C fees — 236% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AM GENERAL LLC.
Plan sponsor
Name
AM GENERAL LLC
EIN
03-0448255
Address
P.O. BOX 7025 · SOUTH BEND, IN · 466347025
Phone
(574) 237-6222
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $277K | — |
| MERCER (US), INC | 13-2834414 | — | NONE | $114K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $107K | — |
| RSM US LLP | 42-0714325 | — | NONE | $12K | — |
Investments
1 pooled fund· $151.7M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AM GENERAL LLC RETIREMENT FUND MT AM GENERAL LLC · EIN 03-0448255 / PN 053 | Master Trust | $151.7M | 99.9% |