Back to filter
Original filing (PDF)20251015081634NAL0005657312001
BYSTRONIC INC.
Form 5500
FILING_RECEIVED
BYSTRONIC INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
249
Accounts w/ balance
302
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
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
- 49 bps in Schedule C fees — 68% 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 BYSTRONIC INC..
Plan sponsor
Name
BYSTRONIC INC.
EIN
11-2473193
Address
2200 W CENTRAL ROAD · HOFFMAN ESTATES, IL · 60192
Phone
(847) 214-0300
Industry
Wholesale Tradesee all
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARWATER CAPITAL PARTNERS LLC | 20-4356509 | — | NONE | $62K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450962 | — | NONE | $47K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
34 direct securities · 1 pooled fund· $22.4M(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.
Uncategorized
$19.9M
34 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.1% | |
| Vanguard Target Retire 2055 | — | — | — | $2.1M | 9.3% | |
| Vanguard US Growth Adm | — | — | — | $1.8M | 8.2% | |
| Vanguard Target Retire 2040 | — | — | — | $1.7M | 7.8% | |
| Vanguard Target Retire 2030 | — | — | — | $1.6M | 7.3% | |
| Vanguard Target Retire 2035 | — | — | — | $1.5M | 6.6% | |
| Vanguard Target Retire 2045 | — | — | — | $1.4M | 6.2% | |
| Vanguard Total Bond Market Idx | — | — | — | $1.3M | 5.6% | |
| Fidelity Total Market Idx | — | — | — | $1.2M | 5.3% | |
| Vanguard Target Retire 2050 | — | — | — | $1.1M | 4.7% | |
| American Funds New Perspective | — | — | — | $703K | 3.1% | |
| Vanguard Equity Income | — | — | — | $651K | 2.9% | |
| Vanguard Sm Cap Val Index Adm | — | — | — | $524K | 2.3% | |
| Vanguard Target Retire 2025 | — | — | — | $518K | 2.3% | |
| Fidelity Small Cap Idx Instl P | — | — | — | $499K | 2.2% | |
| Fidelity Four In One Index | — | — | — | $467K | 2.1% | |
| Delaware Ivy Mid Cap Growth R6 | — | — | — | $429K | 1.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $426K | 1.9% | |
| Blackrock High Yield Bd Port K | — | — | — | $375K | 1.7% | |
| PIMCO Long Duration Total Ret | — | — | — | $260K | 1.2% | |
| Vanguard Mid-Cap Val Inx Admir | — | — | — | $235K | 1.0% | |
| Vanguard Mid Cap Growth Admira | — | — | — | $231K | 1.0% | |
| Vanguard Target Retire Inc Inv | — | — | — | $211K | 0.9% | |
| Participant Loans | — | — | — | $201K | 0.9% | |
| Vanguard Energy | — | — | — | $169K | 0.8% | |
| Vanguard Developed Mkt Idx Adm | — | — | — | $111K | 0.5% | |
| Fidelity Emerging Markets | — | — | — | $80K | 0.4% | |
| Vanguard Global Cap Cycles Inv | — | — | — | $55K | 0.2% | |
| Vanguard Target Retire 2020 | — | — | — | $32K | 0.1% | |
| Vanguard Real Estate Index Adm | — | — | — | $29K | 0.1% | |
| Loomis Sayles Global Allctn Y | — | — | — | $15K | <0.1% | |
| Vanguard Wellesley Inc Adm | — | — | — | $15K | <0.1% | |
| Vanguard Pacific Stk Ind Inv | — | — | — | $9K | <0.1% | |
| Vanguard European Stk Ind Inv | — | — | — | $5K | <0.1% | |
| Vanguard Star Inv | — | — | — | $467 | <0.1% |
Related plans
Other plans using CLEARWATER CAPITAL PARTNERS LLC
Similar-size Wholesale Trade plans
G.W. VAN KEPPEL COMPANY
G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN
$22.6M · 278 participants
JOHNSON TRACTOR INC
JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN
$22.3M · 209 participants
TOP NOTCH DISTRIBUTORS, INC.
TOP NOTCH EMPLOYEE STOCK OWNERSHIP PLAN
$22.3M · 254 participants
KENNFELD GROUP LLC
KENNFELD GROUP LLC 401(K) PROFIT SHARING PLAN
$22.7M · 205 participants
PSS HOLDINGS, LLC
PSS COMPANIES 401(K) PLAN
$22.7M · 429 participants
FAIRCHILD EQUIPMENT, INC.
FAIRCHILD EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
$22.8M · 332 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B