Original filing (PDF)20250728203109NAL0003651584001

LAYERZERO POWER SYSTEMS, INC.

Name: LAYERZERO POWER SYSTEMS, INC. — LAYERZERO POWER SYSTEMS INC 401K PSP & TRUST, Form 5500 (2024)
Creator: LAYERZERO POWER SYSTEMS, INC.

Form 5500

FILING_RECEIVED

LAYERZERO POWER SYSTEMS INC 401K PSP & TRUST

401(k) retirement plan

Active participants

234

Accounts w/ balance

206

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAYERZERO POWER SYSTEMS, INC..

Plan sponsor

Name

LAYERZERO POWER SYSTEMS, INC.

EIN

34-1951447

Address

1500 DANNER DRIVE · AURORA, OH · 44202

Phone

(440) 399-9011

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$19K	—

Investments

43 direct securities · 1 pooled fund· $5.4M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$5.0M

41 holdings

Common Stock

$168K

2 holdings

Common Collective Trust

$158K

1 holding

					% of plan
JPMorgan Large Cap Growth R6 JP Morgan 0	Other securities	—	—	$686K	12.3%
JPMorgan Core Plus Bond R6 JP Morgan 0	Other securities	—	—	$525K	9.4%
Fidelity 500 Index Fund Fidelity 0	Other securities	—	—	$460K	8.2%
BlackRock Global Allocation K BlackRock 0	Other securities	—	—	$417K	7.5%
Putnam Large Cap Value R6 Putnam 0	Other securities	—	—	$304K	5.5%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$220K	3.9%
MFS International Diversification R6 MFS 0	Other securities	—	—	$165K	3.0%
GM JPMorgan Core Plus Bond R6 JP Morgan 0	Other securities	—	—	$163K	2.9%
GM MFS International Diversification R6 MFS 0	Other securities	—	—	$159K	2.9%
PUTNAM STABLE VALUE 20 PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 732	Common Collective Trust	—	—	$158K	2.8%
Putnam Stable Value 20 Putnam 0	Other securities	—	—	$141K	2.5%
GM Fidelity 500 Index Fund Fidelity 0	Other securities	—	—	$130K	2.3%
Columbia Small Cap Value I I3 Columbia 0	Other securities	—	—	$112K	2.0%
Seafarer Overseas Growth and Inc Instl Seafarer 0	Common Stock	—	—	$102K	1.8%
(CL) Janus Henderson Enterprise N Janus Henderson 0	Other securities	—	—	$98K	1.8%
BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$93K	1.7%
GM Loomis Sayles Invmt Grade Bond N Loomis Sayles 0	Other securities	—	—	$91K	1.6%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$85K	1.5%
PIMCO Commodity Real Ret Strat Instl PIMCO 0	Other securities	—	—	$82K	1.5%
GM (CL)Victory Sycamore Establish Val R6 Victory 0	Other securities	—	—	$78K	1.4%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$76K	1.4%
GM Putnam Large Cap Value R6 Putnam 0	Other securities	—	—	$75K	1.3%
GM BlackRock Global Allocation K BlackRock 0	Other securities	—	—	$74K	1.3%
Principal Real Estate Securities R6 Principal 0	Other securities	—	—	$73K	1.3%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$68K	1.2%
GM Seafarer Overseas Growth and Inc Inst Seafarer 0	Common Stock	—	—	$66K	1.2%
Janus Henderson Triton N Janus Henderson 0	Other securities	—	—	$65K	1.2%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$56K	1.0%
GM (CL) Janus Henderson Enterprise N Janus Henderson 0	Other securities	—	—	$56K	1.0%
GM JPMorgan Large Cap Growth R6 JP Morgan 0	Other securities	—	—	$54K	1.0%
GM PIMCO Real Return Instl PIMCO 0	Other securities	—	—	$52K	0.9%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$51K	0.9%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$43K	0.8%
GM Columbia Small Cap Value I I3 Columbia 0	Other securities	—	—	$42K	0.8%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$41K	0.7%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$36K	0.7%
GM Janus Henderson Triton N Janus Henderson 0	Other securities	—	—	$30K	0.5%
(CL)Victory Sycamore Established Val R6 Victory 0	Other securities	—	—	$30K	0.5%
GM PIMCO Commodity Real Ret Strat Instl PIMCO 0	Other securities	—	—	$26K	0.5%
GM Principal Real Estate Securities R6 Principal 0	Other securities	—	—	$25K	0.4%
GM BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$18K	0.3%
GM Putnam Stable Value 20 Putnam 0	Other securities	—	—	$17K	0.3%
Loomis Sayles Invmt Grade Bond N Loomis Sayles 0	Other securities	—	—	$14K	0.2%
PIMCO Real Return Instl PIMCO 0	Other securities	—	—	$13K	0.2%