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Original filing (PDF)20251014131643NAL0004044848001
BENDIX COMMERCIAL VEHICLE SYSTEMS LLC
Form 5500
FILING_RECEIVED
BENDIX COMMERCIAL VEHICLE SYSTEMS LLC SAVINGS PLAN
401(k) retirement plan
Active participants
2,205
Accounts w/ balance
2,723
Plan assets (EOY)
$387.5M
Net assets (EOY)
$387.5M
How this plan invests
This plan
20 pooled trusts
Schedule D
24 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENDIX COMMERCIAL VEHICLE SYSTEMS LLC.
Plan sponsor
Name
BENDIX COMMERCIAL VEHICLE SYSTEMS LLC
EIN
26-3792367
Address
35500 CHESTER ROAD · AVON, OH · 44011
Phone
(440) 329-9000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $220K | — |
Investments
19 direct securities · 20 pooled funds· $656.4M(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
$343.8M
20 holdings
Uncategorized
$312.7M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Chase Bank, U.S. Active Core Equity CF | — | — | — | $60.4M | 15.6% | |
| JPMCB US ACT CORE CF JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $60.4M | 15.6% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $54.0M | 13.9% | |
| State Street State Street Target Retirement 2035 Fund Class V | — | — | — | $31.1M | 8.0% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $31.1M | 8.0% | |
| State Street State Street Target Retirement 2030 Fund Class V | — | — | — | $29.5M | 7.6% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $29.5M | 7.6% | |
| State Street State Street Target Retirement 2040 Fund Class V | — | — | — | $28.8M | 7.4% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $28.8M | 7.4% | |
| State Street State Street Target Retirement 2025 Fund Class V | — | — | — | $27.4M | 7.1% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $27.4M | 7.1% | |
| Vanguard Money market fund: Vanguard Federal Money Market Fund Investor Shares | — | — | — | $25.3M | 6.5% | |
| State Street State Street Target Retirement 2045 Fund Class V | — | — | — | $20.7M | 5.3% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $20.7M | 5.3% | |
| State Street State Street Target Retirement 2050 Fund Class V | — | — | — | $17.8M | 4.6% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $17.8M | 4.6% | |
| State Street State Street Target Retirement 2055 Fund Class V | — | — | — | $14.7M | 3.8% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $14.7M | 3.8% | |
| State Street State Street Target Retirement 2020 Fund Class V | — | — | — | $12.7M | 3.3% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $12.7M | 3.3% | |
| State Street State Street Russell Small/Mid Cap Index Series Fund Class II | — | — | — | $11.9M | 3.1% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $11.9M | 3.1% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $9.2M | 2.4% | |
| Acadian All Country World ex US Equity CIT F | — | — | — | $7.3M | 1.9% | |
| ACAD ACW EX-US EQ F SEI TRUST COMPANY · EIN 06-1271230 / PN 081 | Common Collective Trust | — | — | $7.3M | 1.9% | |
| State Street State Street Target Retirement Income Fund Class V | — | — | — | $6.1M | 1.6% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $6.1M | 1.6% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $6.1M | 1.6% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 3.25 percent to 9.50 percent - | — | — | — | $5.9M | 1.5% | |
| Fidelity Participant self-directed brokerage accounts | — | — | — | $5.0M | 1.3% | |
| Eaton Vance Mutual fund: Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | — | — | — | $3.8M | 1.0% | |
| State Street State Street Target Retirement 2065 Fund Class V | — | — | — | $2.2M | 0.6% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| State Street State Street Global All Cap Equity Ex-U.S. Fund Class II | — | — | — | $1.8M | 0.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $546K | 0.1% | |
| BlackRock U.S. Treasury Inflation Protected Securities Fund M | — | — | — | $358K | <0.1% | |
| BTC US TIPS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 45-4543968 / PN 001 | Common Collective Trust | — | — | $358K | <0.1% |
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