Original filing (PDF)20251014130047NAL0001418547001

FORT RECOVERY INDUSTRIES, INC.

Name: FORT RECOVERY INDUSTRIES, INC. — FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST, Form 5500 (2024)
Creator: FORT RECOVERY INDUSTRIES, INC.

Form 5500

FILING_RECEIVED

FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST

401(k) retirement plan

Active participants

250

Accounts w/ balance

338

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORT RECOVERY INDUSTRIES, INC..

Plan sponsor

Name

FORT RECOVERY INDUSTRIES, INC.

EIN

34-4410626

Address

2440 STATE ROUTE 49 PO BOX 638 · FORT RECOVERY, OH · 45846

Phone

(419) 375-4121

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—
EMPOWER ADVISOR GROUP	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—
ASCENSUS HOLDINGS INC	—	SAN DIEGO, CA	CONTACT ADMIN	-$4K	—

Advisor / Consultant

Investments

32 direct securities· $19.9M(100% of reported assets)

Other securities

$19.9M

31 holdings

Bonds / Notes

$30K

1 holding

					% of plan
Vanguard Target Retirement 2030 Inv Fund 70,018	Other securities	—	—	$2.7M	13.3%
Vanguard Target Retirement 2035 Inv Fund 102,945	Other securities	—	—	$2.5M	12.4%
Key Guaranteed Portfolio Fund	Other securities	—	—	$2.1M	10.7%
Fidelity Advisor Emerging Markets Z 5,930	Other securities	—	—	$1.2M	6.1%
T. Rowe Price Blue Chip Growth Fund 6,497	Other securities	—	—	$1.2M	6.1%
Vanguard Target Retirement 2025 Inv Fund 46,751	Other securities	—	—	$874K	4.4%
Vanguard Target Retirement 2055 Inv Fund 14,660	Other securities	—	—	$815K	4.1%
MFS Value Fund R4 16,418	Other securities	—	—	$795K	4.0%
Vanguard Target Retirement 2045 Inv Fund 25,593	Other securities	—	—	$759K	3.8%
T. Rowe Price New Horizon Fund 12,483	Other securities	—	—	$697K	3.5%
MFS International Diversification Fund R6 28,295	Other securities	—	—	$647K	3.2%
Vanguard Target Retirement 2060 Inv Fund 12,449	Other securities	—	—	$638K	3.2%
TCW Metwest Total Return Bond M 67,491	Other securities	—	—	$599K	3.0%
Vanguard Target Retirement 2040 Inv Fund 13,722	Other securities	—	—	$593K	3.0%
REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value Fund I 33,532	Other securities	—	—	$521K	2.6%
T. Rowe Price Dividend Growth 6,779	Other securities	—	—	$521K	2.6%
Vanguard Target Retirement 2050 Inv Fund 7,926	Other securities	—	—	$395K	2.0%
Vanguard Growth Index Fund Admiral 1,484	Other securities	—	—	$313K	1.6%
Empower Multi Sector Bond Investor 9,074	Other securities	—	—	$306K	1.5%
Carillon Eagle Mid Cap Growth Fund R5 3,630	Other securities	—	—	$279K	1.4%
Fidelity International Index 27,295	Other securities	—	—	$243K	1.2%
Vanguard Target Retirement Income Inv Fund 18,223	Other securities	—	—	$239K	1.2%
Vanguard Target Retirement 2020 Inv Fund 7,764	Other securities	—	—	$206K	1.0%
Fidelity Mid Cap Index Fund 3,683	Other securities	—	—	$175K	0.9%
Vanguard Small Cap Index Fund Admiral 1,359	Other securities	—	—	$157K	0.8%
Vanguard Small Cap Value Index Fund Admiral 1,340	Other securities	—	—	$114K	0.6%
Fidelity Inflation Protected Bond Index Fund 7,383	Other securities	—	—	$77K	0.4%
Vanguard Value Index Fund Admiral 1,108	Other securities	—	—	$73K	0.4%
Fidelity 500 Index Fund 5,560	Other securities	—	—	$72K	0.4%
Fidelity Emerging Markets Index 1,742	Other securities	—	—	$67K	0.3%
Vanguard Small Cap Growth Index Fund Admiral 401	Other securities	—	—	$39K	0.2%
NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.25%, with maturity dates through May 2031 0	Bonds / Notes	—	—	$30K	0.2%