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Original filing (PDF)20251003121740NAL0000852211001
ARVIN SANGO, INC. AND SUBSIDIARIES
Form 5500
FILING_RECEIVED
ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN
401(k) retirement plan
Active participants
968
Accounts w/ balance
1,383
Plan assets (EOY)
$88.7M
Net assets (EOY)
$88.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARVIN SANGO, INC. AND SUBSIDIARIES.
Plan sponsor
Name
ARVIN SANGO, INC. AND SUBSIDIARIES
EIN
35-1705627
Address
2905 WILSON AVENUE · MADISON, IN · 47250
Phone
(812) 265-2888
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $20K | — |
Investments
16 direct securities · 9 pooled funds· $88.7M(100% 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
$40.4M
14 holdings
Pooled Separate Account
$18.0M
6 holdings
Guaranteed Income / GIC
$16.8M
1 holding
Common Collective Trust
$11.4M
3 holdings
Mutual Funds
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual *Fixed Interest Fund 3.05% | Guaranteed Income / GIC | — | — | $16.8M | 19.0% | |
| VANGUARD INSTITUTIONAL INDEX I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $31K | $9.9M | 11.2% | |
| Vanguard Target Retirement 2030 Fund 189,561 shares | — | — | $190K | $7.2M | 8.1% | |
| Vanguard Target Retirement 2040 Fund 164,389 shares | — | — | $164K | $7.1M | 8.0% | |
| T. Rowe Price Blue Chip Growth Fund 35,424 shares | — | — | $35K | $6.6M | 7.5% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | $28K | $5.1M | 5.8% | |
| Vanguard Target Retirement 2050 Fund 97,518 shares | — | — | $98K | $4.9M | 5.5% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU BOSTON PARTNERS INVESTMENT FUNDS · EIN 61-1603964 / PN 000 | Common Collective Trust | — | $106K | $4.4M | 4.9% | |
| Vanguard Target Retirement 2055 Fund 68,146 shares | — | — | $68K | $3.8M | 4.3% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $11K | $3.1M | 3.4% | |
| Vanguard Target Retirement 2035 Fund 118,204 shares | — | — | $118K | $2.8M | 3.2% | |
| Vanguard Target Retirement 2045 Fund 80,682 shares | — | — | $81K | $2.4M | 2.7% | |
| Artisan International Fund Institutional Class 72,969 shares | Mutual Funds | — | $73K | $2.0M | 2.2% | |
| Maturing January 2025 to September 2034 | — | — | — | $1.9M | 2.2% | |
| AB US SMALL AND MID CAP VAL W SERIE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | $88K | $1.9M | 2.1% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $12K | $1.4M | 1.6% | |
| Vanguard Target Retirement 2025 Fund 73,784 shares | — | — | $74K | $1.4M | 1.6% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $3K | $1.4M | 1.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $9K | $1.2M | 1.4% | |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $1.0M | 1.1% | |
| Vanguard Target Retirement Income Fund 51,913 shares | — | — | $52K | $680K | 0.8% | |
| Vanguard Target Retirement 2065 Fund 18,178 shares | — | — | $18K | $611K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 11,130 shares | — | — | $11K | $570K | 0.6% | |
| Vanguard Target Retirement 2020 Fund 9,177 shares | — | — | $9K | $243K | 0.3% | |
| Vanguard Target Retirement 2070 Fund 8,461 shares | — | — | $8K | $226K | 0.3% |