How big is Salvagnini America, Inc.'s plan?

Salvagnini America, Inc.'s plan reported $15.2M in assets and 150 participants for 2024.

Original filing (PDF)20251009074610NAL0010987680001

Salvagnini America, Inc.

Name: Salvagnini America, Inc. — Salvagnini America 401(k), Form 5500 (2024)
Creator: Salvagnini America, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Salvagnini America 401(k) Plan

401(k) retirement plan · Salvagnini America, Inc.'s Salvagnini America 401(k) Plan held $15.2M in plan assets for 150 participants in 2024, with Fidelity as recordkeeper.

Active participants

150

Accounts w/ balance

113

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

People on this filing

Linda Light signed Salvagnini America, Inc.'s 2024 Form 5500 as plan administrator.

Linda Light — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Salvagnini America, Inc.'s EIN is 06-1132897.

EIN 06-1132897

Plan number 001

Plan year 2024

ACK ID 20251009074610NAL0010987680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Salvagnini America, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Salvagnini America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (85th percentile).

Plan sponsor

Name

SALVAGNINI AMERICA, INC.

EIN

all filings

Address

27 BICENTENNIAL CT · HAMILTON, OH · 450151382

Phone

(513) 874-8284

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

36 direct securities · 1 pooled fund· $15.2M(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.

Mutual Funds

$13.5M

24 holdings

Common Collective Trusts

$951K

5 holdings

Other securities

$317K

6 holdings

Participant loans

$296K

1 holding

Common Collective Trust

$142K

1 holding

					% of plan
Fidelity Advisor Freedom 2030 Fund Class Z Mutual Fund	Mutual Funds	—	—	$2.4M	15.9%
Fidelity Advisor Freedom 2040 Fund Class Z Mutual Fund	Mutual Funds	—	—	$1.8M	12.0%
Fidelity Advisor Freedom 2035 Fund Class Z Mutual Fund	Mutual Funds	—	—	$1.7M	11.3%
Fidelity Advisor Freedom 2045 Fund Class Z Mutual Fund	Mutual Funds	—	—	$1.5M	9.8%
Fidelity Advisor Freedom 2025 Fund Class Z Mutual Fund	Mutual Funds	—	—	$1.2M	7.7%
Fidelity Advisor Freedom 2050 Fund Class Z Mutual Fund	Mutual Funds	—	—	$872K	5.7%
Fidelity Advisor Growth Opportunities Fund Class I Mutual Fund	Mutual Funds	—	—	$826K	5.4%
Fidelity Advisor Freedom 2020 Fund Class Z Mutual Fund	Mutual Funds	—	—	$718K	4.7%
Fidelity Money Market Fund Money Market Fund	Mutual Funds	—	—	$469K	3.1%
Fidelity Advisor Freedom 2055 Fund Class Z Mutual Fund	Mutual Funds	—	—	$442K	2.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$399K	2.6%
American Funds American Mutual Fund Class R-5E Mutual Fund	Mutual Funds	—	—	$351K	2.3%
Participant Loans $ -	Participant loans	—	—	$296K	1.9%
Fidelity Advisor Freedom 2060 Fund Class Z Mutual Fund	Mutual Funds	—	—	$277K	1.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$262K	1.7%
American Funds American Balanced Fund Class R-5E Mutual Fund	Mutual Funds	—	—	$221K	1.5%
Fidelity Advisor Freedom Income Fund Class Z Mutual Fund	Mutual Funds	—	—	$220K	1.4%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$142K	0.9%
Fidelity Advisor Freedom 2065 Fund Class Z Mutual Fund	Mutual Funds	—	—	$123K	0.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$102K	0.7%
Principal Mid Cap S&P 400 Index Fund Class R-5 Mutual Fund	Common Collective Trusts	—	—	$95K	0.6%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$92K	0.6%
Parametric Commodity Strategy Fund Class I Mutual Fund	Other securities	—	—	$80K	0.5%
Macquarie Mid Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$63K	0.4%
PGIM High Yield Fund Class R6 Mutual Fund	Other securities	—	—	$62K	0.4%
MFS Mid Cap Value Fund Class R4 Mutual Fund	Mutual Funds	—	—	$60K	0.4%
American Funds EuroPacific Growth Fund Class R-5E Mutual Fund	Mutual Funds	—	—	$59K	0.4%
Fidelity Advisor International Small Cap Fund Class I Mutual Fund	Mutual Funds	—	—	$54K	0.4%
AB Bond Inflation Strategy Fund I Mutual Fund	Other securities	—	—	$53K	0.3%
BlackRock Core Bond Institutional Fund Mutual Fund	Other securities	—	—	$49K	0.3%
Janus Henderson Triton Fund Class T Mutual Fund	Mutual Funds	—	—	$41K	0.3%
American Funds New Economy R5 Mutual Fund	Mutual Funds	—	—	$38K	0.2%
Fidelity Advisor Small Cap Value Fund Class I Mutual Fund	Mutual Funds	—	—	$22K	0.1%
Invesco Real Estate Fund R5 Class Mutual Fund	Mutual Funds	—	—	$21K	0.1%
American Funds Mortgage Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$18K	0.1%
Fidelity Advisor Freedom 2015 Fund Class Z Mutual Fund	Mutual Funds	—	—	$16K	0.1%
BlackRock Advantage Small Cap Core K Mutual Fund	Other securities	—	—	$11K	<0.1%