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Original filing (PDF)20251014135555NAL0003082241001
GREDE
Form 5500
FILING_RECEIVED
GREDE SAVINGS PLAN
401(k) retirement plan
Active participants
2,343
Accounts w/ balance
1,437
Plan assets (EOY)
$125.2M
Net assets (EOY)
$125.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREDE.
Plan sponsor
Name
GREDE
EIN
27-1652192
Address
20750 CIVIC CENTER DRIVE · SUITE 100 · SOUTHFIELD, MI · 480764129
Phone
(248) 440-9500
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GJC CPA & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $104K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $114K | — |
Investments
41 direct securities · 15 pooled funds· $194.0M(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
$125.2M
41 holdings
Common Collective Trust
$59.2M
14 holdings
Pooled Separate Account
$9.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Institutional Asset Management Blend Target Date 2030 Fund 583,187 units (a) | — | — | — | $15.1M | 12.0% | |
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $15.1M | 12.0% | |
| Fidelity Growth Company Fund, Class K 439,186 shares (a) | — | — | — | $13.4M | 10.7% | |
| Fidelity 500 Index Fund, Premium Class 63,441 shares (a) | — | — | — | $13.0M | 10.3% | |
| Fidelity Institutional Asset Management Blend Target Date 2040 Fund 351,675 units (a) | — | — | — | $10.7M | 8.5% | |
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $10.7M | 8.5% | |
| Massachusetts Mutual Life Insurance Company Stable Value Fund, Diversified Contract #21015 (a) | — | — | — | $9.6M | 7.7% | |
| MASSMUTUAL SV DIV MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $9.6M | 7.7% | |
| Fidelity Institutional Asset Management Blend Target Date 2050 Fund 313,593 units (a) | — | — | — | $9.5M | 7.6% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $9.5M | 7.6% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $6.8M | 5.5% | |
| Fidelity Institutional Asset Management Blend Target Date 2035 Fund 236,143 units (a) | — | — | — | $6.8M | 5.5% | |
| Vanguard Extended Market Index Fund, Institutional Class 43,033 shares (a) | — | — | — | $6.2M | 5.0% | |
| Fidelity Institutional Asset Management Blend Target Date 2045 Fund 182,029 units (a) | — | — | — | $5.6M | 4.5% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $5.6M | 4.5% | |
| Eaton Vance Atlanta Small- Mid Cap Fund I 96,474 shares (a) | — | — | — | $4.1M | 3.2% | |
| Fidelity Institutional Asset Management Blend Target Date 2020 Fund 159,706 units (a) | — | — | — | $3.6M | 2.9% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $3.6M | 2.9% | |
| Fidelity Institutional Asset Management Blend Target Date 2025 Fund 123,041 units (a) | — | — | — | $3.0M | 2.4% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.0M | 2.4% | |
| during 2024 -0- | — | — | — | $2.9M | 2.3% | |
| Fidelity Institutional Asset Management Blend Target Date 2055 Fund 72,590 units (a) | — | — | — | $2.4M | 1.9% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| PIMCO Total Return Institutional Fund 274,933 shares (a) | — | — | — | $2.3M | 1.9% | |
| MFS Value Fund, Class R4 47,636 shares (a) | — | — | — | $2.3M | 1.8% | |
| Hartford International Opportunities Fund, Class R6 105,256 shares (a) | — | — | — | $2.0M | 1.6% | |
| Fidelity Government Money Market Fund 1,733,228 units (a) | — | — | — | $1.7M | 1.4% | |
| Fidelity Institutional Asset Management Blend Target Date 2060 Fund 72,047 units (a) | — | — | — | $1.6M | 1.3% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| Fidelity Diversified International Fund K6 102,903 shares (a) | — | — | — | $1.5M | 1.2% | |
| PIMCO RAE U.S. Small Fund, Class A 115,038 shares (a) | — | — | — | $1.3M | 1.0% | |
| Victory Sycamore Established Value Fund, Class R6 24,713 shares (a) | — | — | — | $1.1M | 0.9% | |
| Vanguard Explorer Fund, Admiral Class 9,980 shares | — | — | $10K | $1.1M | 0.9% | |
| Vanguard Total Bond Market Index Fund, Institutional Shares 99,041 shares (a) | — | — | — | $939K | 0.7% | |
| PIMCO High Yield Institutional Class Fund 112,605 shares (a) | — | — | — | $903K | 0.7% | |
| Vanguard FTSE Social Index Fund 22,195 shares (a) | — | — | — | $901K | 0.7% | |
| Fidelity Institutional Asset Management Blend Income Fund 26,378 units (a) | — | — | — | $443K | 0.4% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $443K | 0.4% | |
| Fidelity Institutional Asset Management Blend Target Date 2065 Fund 20,071 units (a) | — | — | — | $332K | 0.3% | |
| FID FRDM BLND 2065 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $332K | 0.3% | |
| Fidelity Low-Priced Stock Fund, Class K 19,388 shares (a) | — | — | — | $283K | 0.2% | |
| Fidelity International Index Premium Fund 5,497 shares (a) | — | — | — | $261K | 0.2% | |
| MFS Global Opportunities Bond Fund, Class R6 15,375 shares (a) | — | — | — | $125K | <0.1% | |
| DFA Emerging Markets Core Equity 2 Portfolio, Institutional Class 4,838 shares (a) | — | — | — | $113K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7477455 (a) 63 Metropolitan Life Insurance Company Contract #7477459 (a) | — | — | — | $35K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7473146 (a) | — | — | — | $18K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7477451 (a) | — | — | — | $12K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7477479 (a) 102 Metropolitan Life Insurance Company Contract #7511013 (a) 246 Metropolitan Life Insurance Company Contract #7537424 (a) | — | — | — | $11K | <0.1% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $11K | <0.1% | |
| Fidelity Institutional Asset Management Blend Target Date 2015 Fund 486 units (a) | — | — | — | $11K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7473121 (a) | — | — | — | $11K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7473133 (a) | — | — | — | $7K | <0.1% | |
| Metropolitan Life Insurance Company Contract #7473143 (a) | — | — | — | $5K | <0.1% | |
| Fidelity Institutional Asset Management Blend Target Date 2010 Fund 54 units (a) | — | — | — | $1K | <0.1% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1K | <0.1% | |
| FID FRDM BLND 2005 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |