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Original filing (PDF)20250728132117NAL0001582145001
OETIKER, INC.
Form 5500
FILING_RECEIVED
OETIKER RETIREMENT PLAN
401(k) retirement plan
Active participants
366
Accounts w/ balance
465
Plan assets (EOY)
$52.3M
Net assets (EOY)
$52.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OETIKER, INC..
Plan sponsor
Name
OETIKER, INC.
EIN
22-1753284
Address
6317 EUCLID STREET · MARLETTE, MI · 48453
Phone
(989) 635-3621
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YEO & YEO
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $39K | — |
Investments
21 direct securities· $52.3M(100% of reported assets)
Uncategorized
$44.6M
19 holdings
Insurance Contracts
$5.2M
1 holding
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $6.2M | 11.8% | |
| * Empower Annuity Insurance Company of America Guaranteed Portfolio Fund | Insurance Contracts | — | — | $5.2M | 9.9% | |
| T.Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $5.1M | 9.7% | |
| PIMCO Income A | — | — | — | $4.2M | 7.9% | |
| Vanguard Mid Cap Index ADM | — | — | — | $4.0M | 7.6% | |
| Loomis, Sayles & Company Loomis Sayles Core Plus Bond A | — | — | — | $3.7M | 7.0% | |
| Fidelity Intermediate Bond Fund | — | — | — | $3.4M | 6.4% | |
| Invesco Diversified Dividend A | — | — | — | $2.6M | 4.9% | |
| Capital Group American Funds The Growth Fund of America Class R-4 | Mutual Funds | — | — | $2.5M | 4.9% | |
| Vanguard Small Cap Index Fund - ADM | — | — | — | $2.5M | 4.8% | |
| Fidelity Total International Index | — | — | — | $2.5M | 4.7% | |
| MFS Investment Management MFS Blended Research Core Equity A | — | — | — | $2.3M | 4.3% | |
| Loomis, Sayles & Company Loomis Sayles Global Allocation A | — | — | — | $2.0M | 3.9% | |
| DWS Group DWS Capital Growth R6 | — | — | — | $1.2M | 2.3% | |
| Charles Schwab Self-directed brokerage account | — | — | — | $1.1M | 2.2% | |
| Janus Henderson Investors Janus Henderson Triton A | — | — | — | $927K | 1.8% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | — | — | — | $919K | 1.8% | |
| JPMorgan Chase & Co JP Morgan US Equity A | — | — | — | $853K | 1.6% | |
| First Eagle Investment Management First Eagle Gold R6 | — | — | — | $672K | 1.3% | |
| Franklin Templeton Investments Franklin Utilities Adv | — | — | — | $373K | 0.7% | |
| BlackRock Health Sciences Opp Inv A | — | — | — | $239K | 0.5% |
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