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Original filing (PDF)20251219083247NAL0014032402001
FILTRAN, LLC
Form 5500
FILING_RECEIVED
FILTRAN PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 1.1 mo43% in single holding
Active participants
78
Accounts w/ balance
—
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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)
94
/ 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
96
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "Fidelity Investments Fidelity 500 Index Fund" is 43% of plan.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FILTRAN, LLC.
Plan sponsor
Name
FILTRAN, LLC
EIN
32-0274099
Address
875 SEEGERS RD · DES PLAINES, IL · 600163098
Phone
(847) 635-3813
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-19
Pension benefit codes
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | — | SMITHFIELD, RI | INVESTMENT | $8K | — |
Investments
5 direct securities· $4.8M(97% of reported assets)
Uncategorized
$4.1M
4 holdings
Mutual Funds
$706K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | $2.0M | $2.1M | 42.0% | |
| Fidelity Investments Fidelity Short Term Treasury Bond Index | — | — | $914K | $914K | 18.5% | |
| Fidelity Investments Fidelity Intrmd Treasury Bond Index | — | — | $917K | $889K | 18.0% | |
| s * Fidelity Investments Fidelity Government Cash Reserves Fund | Mutual Funds | — | $706K | $706K | 14.3% | |
| Fidelity Investments Fidelity Inflation Protect Bond Index | — | — | $230K | $225K | 4.6% |
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