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Original filing (PDF)20250811082606NAL0003847827001
BONNEY FORGE CORP
Form 5500
FILING_RECEIVED
BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
200
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONNEY FORGE CORP.
Plan sponsor
Name
BONNEY FORGE CORP
EIN
23-2308673
Address
14496 CROGHAN PIKE · MOUNT UNION, PA · 170660330
Phone
(814) 542-2545
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
2025-08-11
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | ADVISOR | $20K | — |
Investments
30 direct securities · 5 pooled funds· $21.4M(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
$18.0M
30 holdings
Common Collective Trust
$3.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 15.7% | |
| Registered Investment Companies * Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class | — | — | — | $3.1M | 14.4% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional Premium Class | — | — | — | $3.0M | 14.0% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional Premium Class | — | — | — | $2.7M | 12.7% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional Premium Class | — | — | — | $1.7M | 7.9% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional Premium Class | — | — | — | $1.3M | 6.3% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional Premium Class | — | — | — | $1.2M | 5.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $870K | 4.1% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional Premium Class | — | — | — | $703K | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional Premium Class | — | — | — | $670K | 3.1% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $504K | 2.3% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $470K | 2.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional Premium Class | — | — | — | $270K | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $236K | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $226K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $216K | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $155K | 0.7% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities Port Fund | — | — | — | $145K | 0.7% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Fund | — | — | — | $84K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund - Institutional Premium Class | — | — | — | $74K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Fund Investor Class | — | — | — | $65K | 0.3% | |
| American Funds American Funds New World Fund | — | — | — | $48K | 0.2% | |
| Putnam Fiduciary Trust Company Putnam Large Cap Value Fund R6 | — | — | — | $40K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional Premium Class | — | — | — | $33K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional Premium Class | — | — | — | $30K | 0.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $23K | 0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $22K | 0.1% | |
| PGIM Funds PGIM High Yield Fund | — | — | — | $21K | <0.1% | |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $21K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $20K | <0.1% | |
| American Funds American Funds American Balanced Fund R6 | — | — | — | $18K | <0.1% | |
| American Funds American Funds Growth and Inc Port Fund | — | — | — | $16K | <0.1% | |
| PIMCO International Bond Fund US Dollar Hedged I | — | — | — | $10K | <0.1% | |
| Franklin Templeton Investments ClearBridge International Growth Fund | — | — | — | $5K | <0.1% | |
| Lord Abbett Lord Abbett Developing Growth Fund Class R6 | — | — | — | $3K | <0.1% |
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