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Original filing (PDF)20251013125737NAL0001270417003
ELKHART BRASS MANUFACTURING CO., INC.
Form 5500
FILING_RECEIVED
ELKHART BRASS MANUFACTURING COMPANY, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~220 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "Metropolitan Life Insurance Company MetLife GIC Fund 64 Federated Hermes, Inc. Federated Hermes Govt Reserve" is 100% of plan.
- 220 bps in Schedule C fees — 324% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELKHART BRASS MANUFACTURING CO., INC..
Plan sponsor
Name
ELKHART BRASS MANUFACTURING CO., INC.
EIN
35-0290540
Address
1302 W. BEARDSLEY AVENUE · ELKHART, IN · 46514
Phone
(248) 846-8144
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MRPR CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON WEALTH MANAGEMENT | — | WAYLAND, MA | N/A | $38K | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | N/A | $6K | — |
Investments
1 direct security· $2.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan Life Insurance Company MetLife GIC Fund 64 Federated Hermes, Inc. Federated Hermes Govt Reserve | — | — | $2.0M | $2.0M | 100.0% |