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Original filing (PDF)20250909141443NAL0034257584001
LIPPERT COMPONENTS, INC.
Form 5500
FILING_RECEIVED
LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,605
Accounts w/ balance
5,189
Plan assets (EOY)
$304.3M
Net assets (EOY)
$304.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 24 bps in Schedule C fees — 140% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIPPERT COMPONENTS, INC..
Plan sponsor
Name
LIPPERT COMPONENTS, INC.
EIN
25-1217067
Address
3501 COUNTY ROAD 6 EAST · ELKHART, IN · 46514
Phone
(574) 312-6093
Industry
Manufacturingsee all
Plan administrator
Name
LIPPERT COMPONENTS, INC.
EIN
25-1217067
City
ELKHART, IN
Phone
(574) 312-6093
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $543K | — |
| THURSTON SPRINGER | 84-3586652 | — | CONTRACT ADMINISTRATOR | $188K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
15 direct securities · 17 pooled funds· $332.8M(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
$221.6M
17 holdings
Uncategorized
$111.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $33.4M | 11.0% | |
| SEI Trust Company TRowe Price Inst. Large Cap Growth # | — | — | — | $23.7M | 7.8% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $23.7M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $22.9M | 7.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $20.9M | 6.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $20.9M | 6.9% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $18.1M | 5.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $17.4M | 5.7% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.0M | 5.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $14.3M | 4.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $13.2M | 4.3% | |
| Vanguard Equity Income # | — | — | — | $12.7M | 4.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $8.5M | 2.8% | |
| Metropolitan West Total Return Bond # | — | — | — | $8.5M | 2.8% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | — | — | — | $8.4M | 2.7% | |
| American Funds EuroPacific Growth # | — | — | — | $8.0M | 2.6% | |
| Victory Sycamore Established Value # | — | — | — | $7.8M | 2.6% | |
| Janus Enterprise # | — | — | — | $6.6M | 2.2% | |
| Great-West Funds MFS International Value # | — | — | — | $6.1M | 2.0% | |
| Vanguard Mid Cap Index # | — | — | — | $6.0M | 2.0% | |
| Vanguard Small Cap Index # | — | — | — | $5.5M | 1.8% | |
| SEI Trust Company Blackrock International Equity Index # | — | — | — | $4.7M | 1.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.4M | 1.4% | |
| Vanguard Inflation-Protected Securities # | — | — | — | $4.1M | 1.3% | |
| Janus Triton # | — | — | — | $3.3M | 1.1% | |
| JP Morgan Undiscovered Mgrs Behavioral Value # | — | — | — | $3.2M | 1.1% | |
| MFS Total Return # | — | — | — | $2.6M | 0.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $551K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $472K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $225K | <0.1% |
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