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Original filing (PDF)20251001112400NAL0017729875001
MAXION WHEELS U.S.A. LLC
Form 5500
FILING_RECEIVED
MAXION WHEELS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
247
Accounts w/ balance
488
Plan assets (EOY)
$75.7M
Net assets (EOY)
$75.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXION WHEELS U.S.A. LLC.
Plan sponsor
Name
MAXION WHEELS U.S.A. LLC
EIN
30-0167742
Address
39500 ORCHARD HILL PLACE · SUITE 250 · NOVI, MI · 48375
Phone
(734) 737-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
055
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $7K | — |
Investments
18 direct securities · 14 pooled funds· $74.9M(99% 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
$62.0M
14 holdings
Uncategorized
$10.0M
17 holdings
Mutual Funds
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $15.5M | 20.5% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $9.2M | 12.2% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $9.0M | 11.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.0M | 10.6% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $6.1M | 8.0% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.7% | |
| Schwab Total Stock Market Index | Mutual Funds | — | — | $2.8M | 3.7% | |
| JP Morgan JP Morgan Us Equity Fund R6 | — | — | — | $2.3M | 3.0% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.0% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.7% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.4% | |
| JP Morgan JP Morgan Large Cap Growth Fund R6 | — | — | — | $1.8M | 2.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund I | — | — | — | $1.5M | 2.0% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $1.2M | 1.7% | |
| JP Morgan JP Morgan Core Bond Fund R6 | — | — | — | $841K | 1.1% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $806K | 1.1% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $551K | 0.7% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $517K | 0.7% | |
| Blackrock Advantage Small Cap Core Fund K | — | — | — | $454K | 0.6% | |
| Putnam Emerging Markets Equity | — | — | — | $406K | 0.5% | |
| Blackrock Mid-Cap Growth Equity Institutional | — | — | — | $376K | 0.5% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $365K | 0.5% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $229K | 0.3% | |
| Goldman Sachs Small-Cap Value Insights Fund R6 | — | — | — | $185K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $164K | 0.2% | |
| Vanguard Short Term Corporate Bond Index Fund | — | — | — | $65K | <0.1% | |
| T. Rowe Price T. Rowe Price Government Money Fund I | — | — | — | $61K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund N | — | — | — | $36K | <0.1% | |
| Blackrock Mid-Cap Value Fund K | — | — | — | $35K | <0.1% | |
| American Funds American Funds International Vantage Fund R-6 | — | — | — | $28K | <0.1% | |
| AB Bond Inflation Strategy Class Z | — | — | — | $1K | <0.1% |
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