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Original filing (PDF)20250728203109NAL0003651584001
LAYERZERO POWER SYSTEMS, INC.
Form 5500
FILING_RECEIVED
LAYERZERO POWER SYSTEMS INC 401K PSP & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
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 (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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)
Auditor
CORRIGAN KRAUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $19K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
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.
Uncategorized
$5.2M
43 holdings
Common Collective Trust
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $686K | 12.3% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $525K | 9.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $460K | 8.2% | |
| BlackRock Global Allocation K BlackRock 0 | — | — | — | $417K | 7.5% | |
| Putnam Large Cap Value R6 Putnam 0 | — | — | — | $304K | 5.5% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $220K | 3.9% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $165K | 3.0% | |
| GM JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $163K | 2.9% | |
| GM MFS International Diversification R6 MFS 0 | — | — | — | $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 | — | — | — | $141K | 2.5% | |
| GM Fidelity 500 Index Fund Fidelity 0 | — | — | — | $130K | 2.3% | |
| Columbia Small Cap Value I I3 Columbia 0 | — | — | — | $112K | 2.0% | |
| Seafarer Overseas Growth and Inc Instl Seafarer 0 | — | — | — | $102K | 1.8% | |
| (CL) Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $98K | 1.8% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $93K | 1.7% | |
| GM Loomis Sayles Invmt Grade Bond N Loomis Sayles 0 | — | — | — | $91K | 1.6% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $85K | 1.5% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $82K | 1.5% | |
| GM (CL)Victory Sycamore Establish Val R6 Victory 0 | — | — | — | $78K | 1.4% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $76K | 1.4% | |
| GM Putnam Large Cap Value R6 Putnam 0 | — | — | — | $75K | 1.3% | |
| GM BlackRock Global Allocation K BlackRock 0 | — | — | — | $74K | 1.3% | |
| Principal Real Estate Securities R6 Principal 0 | — | — | — | $73K | 1.3% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $68K | 1.2% | |
| GM Seafarer Overseas Growth and Inc Inst Seafarer 0 | — | — | — | $66K | 1.2% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $65K | 1.2% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $56K | 1.0% | |
| GM (CL) Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $56K | 1.0% | |
| GM JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $54K | 1.0% | |
| GM PIMCO Real Return Instl PIMCO 0 | — | — | — | $52K | 0.9% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $51K | 0.9% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $43K | 0.8% | |
| GM Columbia Small Cap Value I I3 Columbia 0 | — | — | — | $42K | 0.8% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $41K | 0.7% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $36K | 0.7% | |
| GM Janus Henderson Triton N Janus Henderson 0 | — | — | — | $30K | 0.5% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $30K | 0.5% | |
| GM PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $26K | 0.5% | |
| GM Principal Real Estate Securities R6 Principal 0 | — | — | — | $25K | 0.4% | |
| GM BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $18K | 0.3% | |
| GM Putnam Stable Value 20 Putnam 0 | — | — | — | $17K | 0.3% | |
| Loomis Sayles Invmt Grade Bond N Loomis Sayles 0 | — | — | — | $14K | 0.2% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $13K | 0.2% |
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