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Original filing (PDF)20251007101130NAL0007903872001
PLZ CORP
Form 5500
FILING_RECEIVED
PLZ CORP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
1,215
Accounts w/ balance
1,395
Plan assets (EOY)
$73.8M
Net assets (EOY)
$73.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 130% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLZ CORP.
Plan sponsor
Name
PLZ CORP
EIN
20-3193854
Address
2651 WARRENVILLE ROAD · SUITE 300 · DOWNERS GROVE, IL · 60515
Phone
(630) 543-7600
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $168K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $104K | — |
Investments
9 direct securities · 14 pooled funds· $73.7M(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.
Common Collective Trust
$38.7M
14 holdings
Uncategorized
$35.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT BLEND 2035 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $8.1M | 11.0% | |
| Vanguard Institutional Index Instl Mutual Fund | — | — | — | $7.7M | 10.4% | |
| T ROWE PRICE RETIREMENT BLEND 2030 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $7.1M | 9.6% | |
| T ROWE PRICE RETIREMENT BLEND 2025 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.3% | |
| T ROWE PRICE RETIREMENT BLEND 2040 T ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $5.1M | 6.9% | |
| Baird Aggregate Bond Institutional Mutual Fund | — | — | — | $5.0M | 6.7% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $4.6M | 6.3% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $4.1M | 5.5% | |
| Vanguard Federal Money Market Inv Money Market Fund | — | — | — | $3.9M | 5.3% | |
| Vanguard Mid Cp Index Fund Admiral Mutual Fund | — | — | — | $3.9M | 5.2% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $3.4M | 4.6% | |
| T ROWE PRICE RETIREMENT BLEND 2050 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| T ROWE PRICE RETIREMENT BLEND 2045 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.7% | |
| T ROWE PRICE RETIREMENT BLEND 2020 T ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.7% | |
| T ROWE PRICE RETIREMENT BLEND 2055 T ROWE PRICE COLLECTIVE TRUSTS · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| 10.50%, maturing from 2025 -2032 | — | — | — | $1.4M | 1.9% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CI GREAT GRAY · EIN 38-4065336 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| Hartford Schroders Emerging Markets Eq SDR Mutual Fund | — | — | — | $1.2M | 1.6% | |
| T ROWE PRICE RETIREMENT BLEND 2010 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $735K | 1.0% | |
| T ROWE PRICE RETIREMENT BLEND 2060 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $611K | 0.8% | |
| T ROWE PRICE RETIREMENT BLEND 2015 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $502K | 0.7% | |
| PIMCO RAE US SMALL CIT CL FD GREAT GRAY · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $457K | 0.6% | |
| T ROWE PRICE RETIREMENT BLEND 2005 T ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $278K | 0.4% |
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