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Original filing (PDF)20251222133841NAL0005085379001
ENGINEERED PROFILES LLC
Form 5500
FILING_RECEIVED
ENGINEERED PROFILES LLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~306 bps in Sched C fees
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 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 "Fifth Third Bank Money market fund - Fifth Third Banksafe Trust" is 100% of plan.
- 306 bps in Schedule C fees — 488% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERED PROFILES LLC.
Plan sponsor
Name
ENGINEERED PROFILES LLC
EIN
31-1669463
Address
2141 FAIRWOOD AVE. · COLUMBUS, OH · 43207
Phone
(614) 754-3216
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-22
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1498244 | UNIONTOWN, OH | NONE | $97K | — |
| FIFTH THIRD BANK | 31-1051736 | CINCINNATI, OH | NONE | $31K | — |
Investments
1 direct security· $4.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fifth Third Bank Money market fund - Fifth Third Banksafe Trust | — | — | $4.1M | $4.1M | 98.7% |