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Original filing (PDF)20250710122815NAL0008693504001
ALLISON TRANSMISSION, INC.
Form 5500
FILING_RECEIVED
ALLISON TRANSMISSION RETIREMENT PROGRAM FOR SALARIED EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
—
Plan assets (EOY)
$53.5M
Net assets (EOY)
$53.5M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 156% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLISON TRANSMISSION, INC..
Plan sponsor
Name
ALLISON TRANSMISSION, INC.
EIN
26-0413897
Address
ONE ALLISON WAY · INDIANAPOLIS, IN · 462223271
Phone
(317) 242-3561
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | 68-0635051 | — | NONE | $123K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $54K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $42K | — |
Investments
2 pooled funds· $2.1M(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| POOLED FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 26-0413897 / PN 001 | Pooled Separate Account | $2.1M | 3.9% |
| COMMON SHORT-TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 26-0413897 / PN 002 | Pooled Separate Account | $37 | <0.1% |