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Original filing (PDF)20251007081024NAL0004306673001
FLEXSYS AMERICA LP
Form 5500
FILING_RECEIVED
FLEXSYS AMERICA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
282
Accounts w/ balance
345
Plan assets (EOY)
$54.8M
Net assets (EOY)
$54.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEXSYS AMERICA LP.
Plan sponsor
Name
FLEXSYS AMERICA LP
EIN
34-1794583
Address
260 SPRINGSIDE DRIVE · AKRON, OH · 44333
Phone
(412) 813-2239
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PEASE BELL
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 | $35K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 1 pooled fund· $36.8M(67% 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
$35.5M
23 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $5.8M | 10.5% | |
| Fidelity Freedom Index 2025 Institutional Premium Registered Investment Company | — | — | — | $4.2M | 7.7% | |
| Fidelity Freedom Index 2045 Institutional Premium Registered Investment Company | — | — | — | $3.6M | 6.7% | |
| Fidelity Freedom Index 2050 Institutional Premium Registered Investment Company | — | — | — | $3.5M | 6.3% | |
| Fidelity Freedom Index 2055 Institutional Premium Registered Investment Company | — | — | — | $2.9M | 5.4% | |
| Fidelity Freedom Index 2020 InstitutionaJ Premium Registered Investment Company | — | — | — | $2.9M | 5.3% | |
| Fidelity Freedom Index 2040 Institutional Premium Registered Investment Company | — | — | — | $2.9M | 5.2% | |
| T. Rowe Price Large-Cap Growth Fund I Class Registered Investment Company | — | — | — | $2.5M | 4.5% | |
| Goldman Sachs Stable Value Collective Trust Common/Collective Trust | — | — | — | $1.3M | 2.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| Dodge & Cox Stock Fund Class I Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| Fidelity Freedom Index 2030 Institutional Premium Registered Investment Company | — | — | — | $1.0M | 1.9% | |
| Participant Joans 8.75% - 9.50% -0- | — | — | — | $880K | 1.6% | |
| Fidelity Freedom Index 2065 Institutional Premium Registered Investment Company | — | — | — | $658K | 1.2% | |
| Fidelity Government Money Market Fund K6 Registered Investment Company ** 11, 176 * Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $614K | 1.1% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $487K | 0.9% | |
| MFS International Equity Fund Class R6 Registered Investment Company | — | — | — | $447K | 0.8% | |
| Cash, common stocks, registered Self-directed brokerage accounts investment company | — | — | — | $330K | 0.6% | |
| Fidelity Global ex US Index Registered Investment Company | — | — | — | $143K | 0.3% | |
| Fidelity Freedom Index 2035 Institutional Premium Registered Investment Company | — | — | — | $115K | 0.2% | |
| Barid Core Plus Bond Fund Class Institutional Registered Investment Company | — | — | — | $87K | 0.2% | |
| Fidelity Freedom Index 2015 Institutional Premium Registered Investment Company | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2060 Institutional Premium Registered Investment Company | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2070 Institutional Premium Registered Investment Company | — | — | — | $2K | <0.1% |
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