Back to filter
Original filing (PDF)20251008150643NAL0013703938002
AUTODIE LLC
Form 5500
FILING_RECEIVED
AUTODIE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
165
Accounts w/ balance
228
Plan assets (EOY)
$40.1M
Net assets (EOY)
$40.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTODIE LLC.
Plan sponsor
Name
AUTODIE LLC
EIN
20-5831121
Address
44 COLDBROOK N.W. · GRAND RAPIDS, MI · 49503
Phone
(616) 454-9361
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY FOCUS CORPORATION LL | 85-3714571 | — | NONE | $15K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
28 direct securities· $41.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Bank Common/collective trust funds - Guaranteed fixed interest | — | — | — | $7.0M | 17.5% | |
| Shelton Nasdaq-100 Index Direct | — | — | — | $4.9M | 12.2% | |
| Schwab 1000 Index Inv | — | — | — | $4.4M | 11.0% | |
| American Funds 2030 | — | — | — | $3.8M | 9.5% | |
| American Funds 2040 | — | — | — | $3.0M | 7.5% | |
| Northern Large Cap Core | — | — | — | $2.8M | 7.0% | |
| DFA U.S. Targeted Value Fund | — | — | — | $1.9M | 4.7% | |
| American Funds 2050 | — | — | — | $1.3M | 3.3% | |
| NUVEEN INTERNATIONAL EQ IDX R6 Registered Investment Company | — | — | — | $1.3M | 3.2% | |
| T ROWE PRICE INSTL FLOAT RT FD Registered Investment Company | — | — | — | $1.3M | 3.1% | |
| Fidelity Mid Cap Index | — | — | — | $1.1M | 2.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $908K | 2.3% | |
| American Funds 2010 | — | — | — | $875K | 2.2% | |
| VANGUARD INTERM TERM BD IDX A Registered Investment Company | — | — | — | $859K | 2.1% | |
| Schwab Fundamental US Large | — | — | — | $798K | 2.0% | |
| SCHWAB FDMTL US LG CO IDX Registered Investment Company | — | — | — | $798K | 2.0% | |
| Princ Shrt Term Inc Instl | — | — | — | $630K | 1.6% | |
| Needham Growth Retail | — | — | — | $522K | 1.3% | |
| American Funds 2020 | — | — | — | $480K | 1.2% | |
| Schwab Treasury Inflation Protected Securities | — | — | — | $414K | 1.0% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $414K | 1.0% | |
| Goldman Sachs Intl Sm Cp | — | — | — | $323K | 0.8% | |
| Charles Schwab Bank Cohen & Steers Reality Inst Cl | — | — | — | $321K | 0.8% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $282K | 0.7% | |
| GQG Partners Emerging Markets | — | — | — | $281K | 0.7% | |
| Fidelity Sel Health Care Port | — | — | — | $277K | 0.7% | |
| BNY Mellon Natural Resources A | — | — | — | $219K | 0.5% | |
| American Funds 2060 | — | — | — | $165K | 0.4% |
Related plans
Similar-size Manufacturing plans
KRAUSS-MAFFEI CORPORATION
KRAUSS-MAFFEI CORPORATION 401(K) RETIREMENT SAVING
$39.7M · 229 participants
GARDNER DENVER PETROLEUM PUMPS LLC
GD ENERGY PRODUCTS 401(K) PLAN
$39.5M · 424 participants
PROGRESSIVE SURFACE, INC.
PROGRESSIVE SURFACE, INC. RETIREMENT SAVINGS PLAN
$39.5M · 205 participants
INVIO AUTOMATION, INC.
INVIO AUTOMATION, INC. 401(K) PLAN
$39.1M · 496 participants
PLASSER AMERICAN CORPORATION
PLASSER AMERICAN CORPORATION 401K SAVINGS PLAN
$41.2M · 316 participants
CINCINNATI INCORPORATED
CINCINNATI INCORPORATED EMPLOYEES' RETIREMENT PENSION PLAN
$38.6M · 77 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants