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Original filing (PDF)20251215094025NAL0000660259001
BETTS INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
BETTS INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
296
Accounts w/ balance
322
Plan assets (EOY)
$48.9M
Net assets (EOY)
$48.9M
How this plan invests
This plan
52 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 BETTS INDUSTRIES, INC..
Plan sponsor
Name
BETTS INDUSTRIES, INC.
EIN
25-0928077
Address
1800 PENNSYLVANIA AVENUE, WEST · WARREN, PA · 16365
Phone
(814) 723-1250
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-15
Pension benefit codes
2E · Profit-sharing
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHAFFNER, KNIGHT, MINNAUGH & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $106K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH & CO. | 25-1690617 | — | AUDITOR | $12K | — |
Investments
52 direct securities· $48.9M(100% of reported assets)
Uncategorized
$47.1M
49 holdings
Mutual Funds
$1.2M
2 holdings
Real Estate
$687K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.7M | 9.5% | |
| Money Market Fund – Registered Investment Company * Fidelity Government Money Market Portfolio | — | — | — | $3.5M | 7.1% | |
| Fidelity Freedom Index 2035 Fund – Institutional Premium Class | — | — | — | $3.3M | 6.8% | |
| Fidelity Select Semiconductors Portfolio | — | — | — | $3.0M | 6.1% | |
| MassMutual Select Blue Chip Growth Fund | — | — | — | $2.4M | 4.9% | |
| American Funds Growth Fund of America | — | — | — | $2.2M | 4.5% | |
| American Funds 2060 Target Date Retirement Fund 743 American Funds Balanced Fund | — | — | — | $1.8M | 3.7% | |
| Janus Henderson Forty Fund | — | — | — | $1.6M | 3.2% | |
| MFS Value Fund | — | — | — | $1.5M | 3.0% | |
| Fidelity Capital & Income Fund | — | — | — | $1.3M | 2.6% | |
| Fidelity International Index Fund | — | — | — | $1.2M | 2.5% | |
| s – Registered Investment Companies Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fidelity Freedom Index 2030 Fund – Institutional Premium Class | — | — | — | $1.1M | 2.3% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.0M | 2.1% | |
| Fidelity Small Cap Growth Fund | — | — | — | $1.0M | 2.1% | |
| Fidelity Freedom Index 2045 Fund – Institutional Premium Class | — | — | — | $963K | 2.0% | |
| Fidelity Freedom Index 2055 Fund – Institutional Premium Class | — | — | — | $948K | 1.9% | |
| PGIM Total Return Bond Fund | — | — | — | $938K | 1.9% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $894K | 1.8% | |
| BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares | — | — | — | $891K | 1.8% | |
| Franklin Utilities Fund | — | — | — | $891K | 1.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $811K | 1.7% | |
| Fidelity Freedom Index 2060 Fund – Institutional Premium Class | — | — | — | $796K | 1.6% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $784K | 1.6% | |
| Fidelity Freedom Index 2040 Fund – Institutional Premium Class | — | — | — | $740K | 1.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $735K | 1.5% | |
| Fidelity Freedom Index 2050 Fund – Institutional Premium Class | — | — | — | $693K | 1.4% | |
| BlackRock Inflation Protected Bond Fund Institutional Shares | — | — | — | $692K | 1.4% | |
| Securities Fund Cohen & Steers Real Estate Securities Fund | Real Estate | — | — | $687K | 1.4% | |
| Notes Receivable Interest at 4.25% - 9.50% per annum, | — | — | — | $686K | 1.4% | |
| Fidelity Convertible Securities Fund | — | — | — | $661K | 1.4% | |
| Franklin Income Fund | — | — | — | $642K | 1.3% | |
| Lord Abbett Floating Rate Fund | — | — | — | $619K | 1.3% | |
| Fidelity Select Gold Portfolio | — | — | — | $510K | 1.0% | |
| Fidelity Freedom Index 2065 Fund – Institutional Premium Class | — | — | — | $497K | 1.0% | |
| Fidelity Freedom Index 2025 Fund – Institutional Premium Class | — | — | — | $480K | 1.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $479K | 1.0% | |
| Allspring Special Small Cap Value Fund | — | — | — | $404K | 0.8% | |
| Invesco Global Fund | — | — | — | $396K | 0.8% | |
| Fidelity International Small Cap Fund | — | — | — | $382K | 0.8% | |
| Fidelity China Region Fund | — | — | — | $255K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $180K | 0.4% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $170K | 0.3% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $121K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $99K | 0.2% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $73K | 0.1% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $27K | <0.1% | |
| Fidelity Freedom Index 2070 Fund – Institutional Premium Class | — | — | — | $15K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $14K | <0.1% | |
| s – Registered Investment Companies – (continued) * Fidelity Freedom Index Income Fund – Institutional Premium Class | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2020 Fund – Institutional Premium Class | — | — | — | $1K | <0.1% |
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