Original filing (PDF)20250820120202NAL0003208961001

UNIVERSAL BEARINGS, LLC

Name: UNIVERSAL BEARINGS, LLC — UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: UNIVERSAL BEARINGS, LLC

Form 5500

FILING_RECEIVED

UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

309

Accounts w/ balance

335

Plan assets (EOY)

$25.7M

Net assets (EOY)

$25.7M

How this plan invests

This plan

15 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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL BEARINGS, LLC.

Plan sponsor

Name

UNIVERSAL BEARINGS, LLC

EIN

26-0762205

Address

431 N. BIRKEY PO BOX 38 · BREMEN, IN · 46506

Phone

(574) 546-2261

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

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

DULIN,WARD & DEWALD, INC.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$96K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W BAIRD & CO INCORPORATED	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$37K	—

Investments

15 pooled funds· $10.9M(43% 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
DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681	Pooled Separate Account	$1.9M	7.5%
DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680	Pooled Separate Account	$1.6M	6.3%