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Original filing (PDF)20251014105045NAL0001243763001
CONTINENTAL TIRE THE AMERICAS, LLC
Form 5500
FILING_RECEIVED
WELFARE BENEFITS PLAN FOR RETIREES OF CONTINENTAL - RUBBER
Health & welfare plan
Signals · 2
20% employer stockNo recordkeeper disclosed
Active participants
3,554
Accounts w/ balance
—
Plan assets (EOY)
$126.0M
Net assets (EOY)
$126.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
88
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20% of plan in employer / sponsor stock.
- 17 bps in Schedule C fees — 70% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL TIRE THE AMERICAS, LLC.
Plan sponsor
Name
CONTINENTAL TIRE THE AMERICAS, LLC
EIN
34-1417030
Address
1794 MACMILLAN PARK DRIVE · FORT MILL, SC · 29707
Phone
(704) 583-3900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
601
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | 20-5832863 | — | NONE | $170K | — |
| CLEARVIEW INVESTMENT RESEARCH GROUP | — | ATLANTA, GA | NONE | $32K | — |
| PNC BANK, NATIONAL ASSOCIATION | 22-1146430 | — | NONE | $8K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $3K | — |
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $0 | — |
Investments
17 direct securities · 2 pooled funds· $149.2M(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.
Uncategorized
$126.0M
17 holdings
Common Collective Trust
$23.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FMI Common Stock Fund - Institutional Class | — | — | $2.0M | $25.1M | 19.9% | |
| Thrivent Small Cap Stock Fund - Class S | — | — | $27.9M | $24.8M | 19.7% | |
| Vanguard Real Estate Index Fund - Admiral Shares | — | — | $17.4M | $19.8M | 15.7% | |
| Fidelity Strategic Income Fund | — | — | $20.5M | $18.3M | 14.6% | |
| WTC-NAMCTFT GLOBAL OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 20-5832863 / PN 001 | Common Collective Trust | — | — | $18.3M | 14.6% | |
| BlackRock Advantage International Fund - Class K | — | — | $10.1M | $10.2M | 8.1% | |
| DFA Emerging Markets Portfolio - Institutional Class | — | — | $10.1M | $10.1M | 8.0% | |
| Schwab S&P 500 Index Fund | — | — | $7.3M | $4.9M | 3.9% | |
| WTC-CTF SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 02-0586111 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.9% | |
| Federated Hermes Government Obligations Fund | — | — | $4.6M | $3.6M | 2.8% | |
| Fidelity Advisor Total Bond Fund - Class Z | — | — | $1.9M | $3.1M | 2.5% | |
| Schwab Bank Sweep Account | — | — | $3.1M | $2.0M | 1.6% | |
| Payden Corporation Bond Fund | — | — | $981K | $981K | 0.8% | |
| Vanguard Institutional Index Fund - Institutional Shares | — | — | $682K | $682K | 0.5% | |
| BlackRock Strategic Income Opportunities Fund - Class K | — | — | $591K | $588K | 0.5% | |
| Wellington Global Opportunities Equity Fund | — | — | $469K | $492K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund - Admiral Shares | — | — | $499K | $492K | 0.4% | |
| Mainstay Mackay High Yield Corporate Bond Fund | — | — | $500K | $490K | 0.4% | |
| WTC-CTF Small Cap Opportunities Portfolio | — | — | $444K | $484K | 0.4% |