Original filing (PDF)20250826094534NAL0004354419001

SEW-EURODRIVE, INC.

Name: SEW-EURODRIVE, INC. — SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SEW-EURODRIVE, INC.

Form 5500

FILING_RECEIVED

SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,062

Accounts w/ balance

1,212

Plan assets (EOY)

$238.0M

Net assets (EOY)

$238.0M

How this plan invests

This plan

11 pooled trusts

Schedule D

40 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEW-EURODRIVE, INC..

Plan sponsor

Name

SEW-EURODRIVE, INC.

EIN

31-0870891

Address

1275 OLD SPARTANBURG HWY · P.O. BOX 518 · LYMAN, SC · 29365

Phone

(864) 439-8792

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

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT	39-2018056	—	INVESTMENT ADVISORY	$60K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$126K	—

Investments

40 direct securities · 11 pooled funds· $287.0M(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.

Other securities

$130.2M

24 holdings

Common Collective Trust

$105.6M

11 holdings

Common Collective Trusts

$26.7M

12 holdings

Participant loans

$14.3M

1 holding

Common Stock

$10.1M

3 holdings

					% of plan
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	$0	$50.2M	21.1%
Prin LifeTime Hybrid 2020 R6	Other securities	—	$0	$26.6M	11.2%
Prin LifeTime Hybrid 2025 R6	Other securities	—	$0	$22.8M	9.6%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	—	—	$22.8M	9.6%
PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001	Common Collective Trust	—	—	$19.3M	8.1%
Self-Directed Brokerage Acct	Other securities	—	$0	$19.3M	8.1%
Participant Loans	Participant loans	—	$0	$14.3M	6.0%
PRIN FIXED INC GUAR OPTION	Common Stock	—	$0	$8.5M	3.6%
Northern Global Real Estate Ix	Other securities	—	$0	$8.4M	3.5%
Prin/BR Russ 2000 I CIT TR	Common Collective Trusts	—	$0	$7.5M	3.2%
Prin LifeTime Hybrid 2055 R6	Other securities	—	$0	$7.4M	3.1%
Prin LifeTime Hybrid 2060 R6	Other securities	—	$0	$7.2M	3.0%
Prin LifeTime Hybrid 2065 R6	Other securities	—	$0	$7.0M	2.9%
Dodge & Cox Intl Stock I Fund	Other securities	—	$0	$6.5M	2.7%
Prin/BR Intl Eq Indx CIT TR	Common Collective Trusts	—	$0	$6.2M	2.6%
Prin LifeTime Hybrid 2070 R6	Other securities	—	$0	$5.9M	2.5%
PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001	Common Collective Trust	—	—	$5.8M	2.4%
PIMCO Real Return/Inst	Other securities	—	$0	$5.7M	2.4%
ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001	Common Collective Trust	—	—	$4.6M	1.9%
Columbia Balanced I2 Fund	Other securities	—	$0	$4.6M	1.9%
PRIN/BR AGG BD INDEX CIT TR	Common Collective Trusts	—	$0	$4.1M	1.7%
Prin/BR S&P Mid Index CIT N	Common Collective Trusts	—	$0	$3.6M	1.5%
Prin LifeTime Hybrid 2015 R6	Other securities	—	$0	$3.6M	1.5%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	—	$2.7M	1.1%
Prin/BR S&P 500 Index CIT N	Common Collective Trusts	—	$0	$2.6M	1.1%
Prin/BR S&P Mid Index CIT TR	Common Collective Trusts	—	$0	$2.5M	1.1%
Metropolitan Wt Tl Rtn Bd Plan	Other securities	—	$0	$2.0M	0.8%
Prin LifeTime Hybrid Inc R6	Common Stock	—	$0	$1.5M	0.6%
Galliard Stable Return PN	Other securities	—	$0	$1.2M	0.5%
American Funds EuroPacific Gr	Other securities	—	$0	$592K	0.2%
Prin LifeTime Hybrid 2040 R6	Other securities	—	$0	$296K	0.1%
American Funds NewWorld R6	Other securities	—	$0	$286K	0.1%
PIMCO HIGH YIELD I - TR	Other securities	—	$0	$278K	0.1%
Prin LifeTime Hybrid 2050 R6	Other securities	—	$0	$177K	<0.1%
PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	—	—	$106K	<0.1%
Prin LifeTime Hybrid 2045 R6	Other securities	—	$0	$106K	<0.1%
PGIM Jennison Small Co R6 Fd	Common Stock	—	$0	$69K	<0.1%
PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	—	—	$69K	<0.1%
Allspring Core Bd CIT N	Common Collective Trusts	—	$0	$61K	<0.1%
Prin LifeTime Hybrid 2035 R6	Other securities	—	$0	$47K	<0.1%
Acadian Emerging Markets I	Other securities	—	$0	$45K	<0.1%
PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	—	—	$37K	<0.1%
Prin LifeTime Hybrid 2030 R6	Other securities	—	$0	$37K	<0.1%
Am Fds EuroPacific Grth R6 Fd	Other securities	—	$0	$37K	<0.1%
Allspring Core Bd CIT TR	Common Collective Trusts	—	$0	$35K	<0.1%
Prin/MFS Value CIT N	Common Collective Trusts	—	$0	$24K	<0.1%
Prin/T.Rowe I LgC Gr CIT TR	Common Collective Trusts	—	$0	$19K	<0.1%
Prin/MFS Value CIT TR	Common Collective Trusts	—	$0	$19K	<0.1%
PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001	Common Collective Trust	—	$0	$12K	<0.1%
Prin/T.Rowe I LgC Gr CIT N	Common Collective Trusts	—	$0	$6K	<0.1%