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Original filing (PDF)20251015094023NAL0005831920001
DEMATIC CORP.
Form 5500
FILING_RECEIVED
DEMATIC CORP. RETIREMENT PLAN FOR NON-UNION EMPLOYEES
Defined-benefit pension plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
279
Accounts w/ balance
0
Plan assets (EOY)
$170.9M
Net assets (EOY)
$170.9M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
81
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "s * Principal Life Insurance Company Liquid Assets Separate Account" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEMATIC CORP..
Plan sponsor
Name
DEMATIC CORP.
EIN
04-3834872
Address
507 PLYMOUTH AVE N.E. · GRAND RAPIDS, MI · 495056029
Phone
(616) 913-6526
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
EHTC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL PEARLSTREET | 43-0538770 | — | INVESTMENT ADVISORY | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EHTC | 38-2498459 | — | ACCOUNTANT | $18K | — |
Investments
2 direct securities · 1 pooled fund· $170.9M(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.
Pooled Separate Account
$63.4M
1 holding
Uncategorized
$56.6M
1 holding
Mutual Funds
$50.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $63.0M | $63.4M | 37.1% | |
| Western Asset Management Co. Corporate Bond Fund I | — | — | $60.1M | $56.6M | 33.1% | |
| PIMCO Funds Long Duration Total Return Institutional Fund $ | Mutual Funds | — | $65.3M | $50.9M | 29.8% |
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