Original filing (PDF)20251010145948NAL0007908977001

NEXTEER AUTOMOTIVE CORPORATION

Name: NEXTEER AUTOMOTIVE CORPORATION — NEXTEER AUTOMOTIVE HOURLY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: NEXTEER AUTOMOTIVE CORPORATION

Form 5500

FILING_RECEIVED

NEXTEER AUTOMOTIVE HOURLY 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

1,913

Accounts w/ balance

2,129

Plan assets (EOY)

$174.2M

Net assets (EOY)

$174.2M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTEER AUTOMOTIVE CORPORATION.

Plan sponsor

Name

NEXTEER AUTOMOTIVE CORPORATION

EIN

26-1668808

Address

3900 E. HOLLAND ROAD · SAGINAW, MI · 486019494

Phone

(989) 757-5000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$104K	—

Investments

41 direct securities· $174.2M(100% of reported assets)

Other securities

$134.6M

37 holdings

Mutual Funds

$23.3M

1 holding

Cash / Money Market

$9.4M

1 holding

Bonds / Notes

$6.3M

1 holding

Common Stock

$687K

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund K6	Mutual Funds	—	—	$23.3M	13.4%
Capital Research American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$17.2M	9.8%
Capital Research American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$15.3M	8.8%
Capital Research American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$15.1M	8.7%
Capital Research American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$14.8M	8.5%
Capital Research American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$10.5M	6.0%
Capital Research American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$10.4M	6.0%
Money market fund BNY Mellon Dreyfus Institutional Preferred Government Money Market Fund	Cash / Money Market	—	—	$9.4M	5.4%
Capital Research American Balanced Fund	Other securities	—	—	$8.0M	4.6%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$6.5M	3.7%
Notes receivable from Interest rates ranging from participants 3.25% - 9.50%, collateral - participant account balances	Bonds / Notes	—	—	$6.3M	3.6%
Capital Research American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$4.6M	2.6%
John Hancock John Hancock Disciplined Value Mid Cap Fund	Other securities	—	—	$3.4M	1.9%
Macquarie Mid Cap Growth R6 Fund	Other securities	—	—	$2.9M	1.7%
Conestoga Small Cap Fund	Other securities	—	—	$2.8M	1.6%
MFS Value Fund	Other securities	—	—	$2.7M	1.5%
Capital Research American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$2.0M	1.1%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$1.7M	1.0%
PIMCO RAE US Small Fund	Other securities	—	—	$1.5M	0.9%
Parnassus Core Equity Fund	Other securities	—	—	$1.5M	0.9%
T. Rowe Price T. Rowe Price International Discovery Fund	Other securities	—	—	$1.4M	0.8%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$1.2M	0.7%
Cohen & Steers Cohen & Steers I Realty Share Fund	Other securities	—	—	$1.1M	0.6%
Dodge & Cox Dodge & Cox Income X Fund	Other securities	—	—	$968K	0.6%
Fidelity Investments Fidelity International Index Fund	Other securities	—	—	$948K	0.5%
Capital Research American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$944K	0.5%
Vanguard Short-Term Federal Fund	Other securities	—	—	$942K	0.5%
Goldman Sachs Goldman Sachs International Equity Income R6 Fund	Other securities	—	—	$902K	0.5%
BNY Mellon BNY Mellon Natural Resources Fund	Other securities	—	—	$880K	0.5%
PIMCO Income Institutional FD	Other securities	—	—	$727K	0.4%
Fidelity Investments Fidelity US Bond Index	Other securities	—	—	$701K	0.4%
PIMCO Global Bond Opportunities Fund U.S. Dollar-Hedged	Other securities	—	—	$696K	0.4%
T. Rowe Price T. Rowe Price High Yield Fund Inc	Common Stock	—	—	$687K	0.4%
Ballie Gifford Baillie Gifford Emerging Market Equity K	Other securities	—	—	$586K	0.3%
Blackrock Strategic Income Opportunities Portfolio	Other securities	—	—	$526K	0.3%
MFS Emerging Markets Debt Fund	Other securities	—	—	$371K	0.2%
Capital Research American Funds 2015 Target Date Retirement Fund	Other securities	—	—	$357K	0.2%
Capital Research American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$306K	0.2%
Capital Research American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$38K	<0.1%
Capital Research American Funds 2070 TDR R6 Fund	Other securities	—	—	$1K	<0.1%
(E)	Other securities	—	$38K	$1K	<0.1%