Original filing (PDF)20251007135652NAL0008267360001

FCA, LLC

Name: FCA, LLC — FCA, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: FCA, LLC

Form 5500

FILING_RECEIVED

FCA, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

~76 bps in Sched C fees7 service providers

Active participants

726

Accounts w/ balance

551

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

How this plan invests

This plan

13 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

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

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

76 bps in Schedule C fees — 161% above peer band of 29 bps.

Decision-maker contacts

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

Plan sponsor

Name

FCA, LLC

EIN

26-4300900

Address

7601 JOHN DEERE PARKWAY · PO BOX 758 · MOLINE, IL · 61266

Phone

(309) 792-3444

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

2025-10-07

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ANDERSON LOWER & WHITLOW PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$73K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INVESTMENT CONSULTING GROUP INC	—	DAVENPORT, IA	INVESTMENT ADVISOR	$39K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CHIP RETIREMENT PLANS, INC.	—	MILWAUKEE, WI	TPA	$375	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANDERSON LOWER WHITLOW PC	—	BETTENDORF, IA	AUDITOR	$17K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAP RETIREMENT USA LLC	—	APPLETON, WI	OTHER	$26K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—
MAP RETIREMENT INC	—	APPLETON, WI	OTHER	$3K	—

Investments

15 direct securities · 13 pooled funds· $21.2M(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.

Uncategorized

$12.3M

15 holdings

Common Collective Trust

$8.9M

13 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Balanced Fund R6	—	116,287	—	$4.0M	18.8%
State Street Equity 500 Index Fund K	—	7,258	—	$3.2M	15.0%
AMERICAN CENTRY RD HYBRID 2030 CL I BENEFIT PLAN ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 082	Common Collective Trust	118,007	—	$1.7M	7.8%
JPMorgan Large Cap Growth Fund R6	—	19,508	—	$1.6M	7.7%
AMERICAN CNTRY RD HYBRID 2035 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083	Common Collective Trust	86,886	—	$1.3M	5.9%
JPMorgan Equity Income Fund R6	—	52,183	—	$1.2M	5.9%
American Funds New Perspective Fund R6	—	13,333	—	$829K	3.9%
SSGA S&P MIDCAP INDX FD CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176	Common Collective Trust	12,352	—	$815K	3.8%
AMERICAN CENTRY RDHYBRID 2040 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 084	Common Collective Trust	54,178	—	$806K	3.8%
AMERICAN CNTRY RD HYBRID 2050 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086	Common Collective Trust	49,685	—	$785K	3.7%
AMERICAN CENTRY RD HYBRID 2025 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081	Common Collective Trust	55,427	—	$760K	3.6%
AMERICAN CENTRY RD HYBRID 2045 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085	Common Collective Trust	47,908	—	$731K	3.4%
AMERICAN CENTRY RD HYBRID 2055 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 087	Common Collective Trust	45,365	—	$730K	3.4%
American Funds Inflation Linked BD Fund R6	—	70,143	—	$642K	3.0%
SSGA RUSSELL SM CAP INDX FD CLASS S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654	Common Collective Trust	11,599	—	$546K	2.6%
AMERICAN CENTURY RD HYBRID IN RETCL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 079	Common Collective Trust	28,863	—	$398K	1.9%
American Century Emerging Markets Fund R6	—	18,883	—	$215K	1.0%
EI Fixed Account Series Class I	—	—	—	$187K	0.9%
AMERICAN CENTRY RD HYBRID 2060 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 088	Common Collective Trust	11,111	—	$180K	0.8%
STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654	Common Collective Trust	4,188	—	$132K	0.6%
AMERICAN CNTRY RD HYBRID 2065 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089	Common Collective Trust	9,227	—	$123K	0.6%
PIMCO Stockplus INTL (USD hedged) INST Fund	—	13,129	—	$110K	0.5%
Fidelity Advisor Total Bond Fund Z	—	8,560	—	$80K	0.4%
State Street Aggregate Bond Index Fund K	—	895	—	$76K	0.4%
PIMCO Income INSTL Fund	—	5,993	—	$63K	0.3%
MFS Global Real Estate Fund R6	—	3,249	—	$52K	0.2%
Participant loans	—	—	—	$8K	<0.1%
Janus Henderson Developed World Bond Fund N	—	13	—	$100	<0.1%