How big is Bharat Forge America, Inc.'s plan?

Bharat Forge America, Inc.'s plan reported $7.2M in assets and 332 participants for 2024.

Original filing (PDF)20251013101019NAL0000473843001

Bharat Forge America, Inc.

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

Form 5500

FILING_RECEIVED

Bharat Forge America, Inc. 401(k) Plan

401(k) retirement plan · Bharat Forge America, Inc.'s Bharat Forge America, Inc. 401(k) Plan held $7.2M in plan assets for 332 participants in 2024, with OneAmerica as recordkeeper.

Signals · 3

Late participant contributions33% in single holdingCorrective distributions issued

Active participants

332

Accounts w/ balance

169

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Bharat Forge America, Inc.'s EIN is 20-2865694.

EIN 20-2865694

Plan number 001

Plan year 2024

ACK ID 20251013101019NAL0000473843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 27K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

BHARAT FORGE AMERICA, INC.

EIN

all filings

Address

2105 SCHMIEDE STREET · SURGOINSVILLE, TN · 37873

Phone

(423) 345-4500

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

2025-10-13

Pension benefit codes

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSIONMARK FIN GROUP LLC	61-1758632	—	NONE	$0	—

Investments

27 direct securities · 1 pooled fund· $11.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.5M

1 holding

Pooled Separate Accounts

$4.5M

25 holdings

Stable Value

$2.4M

1 holding

Bonds / Notes

$280K

1 holding

					% of plan
SEPERATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$4.5M	62.7%
Fully benefit-responsive insurance contracts at contract value AUL Stable Value Account** Fixed income guaranteed fund	Stable Value	—	—	$2.4M	33.0%
accounts JP Morgan Equity Income R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$635K	8.9%
JP Morgan Large Cap Growth R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$608K	8.5%
MFS International Diversification R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$388K	5.4%
Loan notes 5.25%, with various maturities	Bonds / Notes	—	—	$280K	3.9%
Jan Hen Balanced N Pooled Separate Accounts	Pooled Separate Accounts	—	—	$241K	3.4%
State Street S&P 500 Index Fund SL II Pooled Separate Accounts	Pooled Separate Accounts	—	—	$226K	3.2%
Jan Hen Dev World Bond N Pooled Separate Accounts	Pooled Separate Accounts	—	—	$210K	2.9%
MFS Mid Cap Growth R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$201K	2.8%
American Century Emerging Markets Fund R6 Class Pooled Separate Accounts	Pooled Separate Accounts	—	—	$177K	2.5%
State St Real Asset NL C Pooled Separate Accounts	Pooled Separate Accounts	—	—	$167K	2.3%
John Hancock Bond R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$164K	2.3%
Fidelity Total Intl Index Pooled Separate Accounts	Pooled Separate Accounts	—	—	$148K	2.1%
American Century Midcap Val R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$145K	2.0%
Clearbridge Large Cap Gro IS Pooled Separate Accounts	Pooled Separate Accounts	—	—	$130K	1.8%
American funds American High-Inc R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$127K	1.8%
State Street Russell Small Cap Index Fund SL II Pooled Separate Accounts	Pooled Separate Accounts	—	—	$116K	1.6%
Fidelity US Bond Index Pooled Separate Accounts	Pooled Separate Accounts	—	—	$115K	1.6%
Fidelity Adv Intl Small Cap Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$110K	1.5%
MassMutual Small Cap Growth Equity Fund Class I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$109K	1.5%
American Century Mid Cap Value Fund Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$106K	1.5%
PIMCO Total Return II Instl Pooled Separate Accounts	Pooled Separate Accounts	—	—	$105K	1.5%
State Street S&P Midcap Index Fund SL XIV Pooled Separate Accounts	Pooled Separate Accounts	—	—	$96K	1.3%
Cohen Steers Realty Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$67K	0.9%
American Century Inflation-Adjusted Bond Fund Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$56K	0.8%
Pioneer Strat Inc K Pooled Separate Accounts	Pooled Separate Accounts	—	—	$19K	0.3%
PIMCO Commodity Real Return Strategy Fund Class I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$18K	0.2%