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Original filing (PDF)20251013095219NAL0001644720001
TRUCK-LITE CO., LLC
Form 5500
FILING_RECEIVED
DEFINED BENEFIT PENSION PLAN FOR CLASSIFIED SALARIED EMPLOYEES OF TRUCK-LITE CO., LLC
Defined-benefit pension plan
Signals · 2
54% in single holding~189 bps in Sched C fees
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Long-term Invest Gr Fd" is 54% of plan.
- 189 bps in Schedule C fees — 553% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUCK-LITE CO., LLC.
Plan sponsor
Name
TRUCK-LITE CO., LLC
EIN
27-4034515
Address
5340 FRYLING ROAD · SUITE 300 · ERIE, PA · 16510
Phone
(716) 661-1247
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MRPR GROUP, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | NONE | $105K | — |
| PNC BANK, NATIONAL ASSOCIATION | 22-1146430 | — | NONE | $68K | — |
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | BLOOMINGTON, MN | NONE | $61K | — |
| MILLIMAN | 91-0675641 | — | NONE | $14K | — |
Investments
5 direct securities· $8.3M(64% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-term Invest Gr Fd | — | — | $4.9M | $4.5M | 34.2% | |
| Vanguard Intm Term Investment | — | — | $3.0M | $2.9M | 22.2% | |
| Vanguard Long term Treasury Fund | — | — | $534K | $482K | 3.7% | |
| Vanguard Intm Term Treas Fd Admiral Shares | — | — | $331K | $324K | 2.5% | |
| Fidelity Government Port-Ins | — | — | $144K | $144K | 1.1% |