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Original filing (PDF)20250922141453NAL0005750960001
POWER SOLUTIONS INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
PSI 401(K) PLAN
401(k) retirement plan
Active participants
714
Accounts w/ balance
931
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER SOLUTIONS INTERNATIONAL, INC..
Plan sponsor
Name
POWER SOLUTIONS INTERNATIONAL, INC.
EIN
33-0963637
Address
201 MITTEL DRIVE · WOOD DALE, IL · 60191
Phone
(630) 350-9400
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
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
MILLER, COOPER, & CO, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Investments
14 direct securities · 10 pooled funds· $39.9M(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
$25.4M
10 holdings
Uncategorized
$13.6M
13 holdings
Mutual Funds
$849K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock IS S&P 500 IDX K | — | — | — | $5.3M | 13.1% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $4.5M | 11.1% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $3.9M | 9.7% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $3.5M | 8.6% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $2.9M | 7.2% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $2.9M | 7.1% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.6M | 6.5% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.5M | 6.1% | |
| BlackRock IS R MID-CAP IDX K | — | — | — | $1.8M | 4.3% | |
| BlackRock IS TOT US STK MKT K | — | — | — | $1.5M | 3.7% | |
| BlackRock IS R2000 SM-CAP K | — | — | — | $1.3M | 3.3% | |
| BlackRock IS MSCI EAFE INTL K | — | — | — | $1.2M | 3.0% | |
| BlackRock IS US AGG BD IDX K | — | — | — | $1.0M | 2.6% | |
| s (held by Fidelity Management Trust Company) * Fidelity Investments FID GOVT MMKT K6 | Mutual Funds | — | — | $849K | 2.1% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.50% - | — | — | — | $739K | 1.8% | |
| Columbia Management Advisers COL US TRES IDX 12 | — | — | — | $273K | 0.7% | |
| Fidelity Investments FID US BOND IDX ** 775 * Fidelity Investments FID EMRG MKTS IDX | — | — | — | $238K | 0.6% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $150K | 0.4% | |
| Fidelity Investments FID LG CAP GR IDX | — | — | — | $139K | 0.3% | |
| Fidelity Investments FID REAL ESTATE IDX | — | — | — | $61K | 0.2% | |
| Touchstone TOUCHSTN MID CAP R6 | — | — | — | $35K | <0.1% | |
| Fidelity Investments FID LG CAP VAL IDX | — | — | — | $24K | <0.1% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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