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Original filing (PDF)20251013103757NAL0000488995001
NOVARES US LLC
Form 5500
FILING_RECEIVED
NOVARES US LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
310
Accounts w/ balance
493
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments FID CONTRAFUND (1)" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVARES US LLC.
Plan sponsor
Name
NOVARES US LLC
EIN
35-1997449
Address
DALE DEYOUNG · 19575 VICTOR PARKWAY SUITE 400 · LIVONIA, MI · 48152
Phone
(248) 449-6100
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
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J. SCHWARTZ & CO., INC. | 38-2117812 | — | CONSULTANT | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAZARS | 13-1459550 | — | ACCOUNTANT/AUDITOR | $19K | — |
| FORVIS MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
35 direct securities · 1 pooled fund· $28.8M(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
$26.5M
34 holdings
Common Collective Trust
$2.0M
1 holding
Mutual Funds
$289K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID CONTRAFUND (1) | — | — | — | $8.5M | 29.5% | |
| Fidelity Investments FID FREEDOM 2030 K (1) | — | — | — | $2.7M | 9.3% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Fidelity Investments FID FREEDOM 2035 (1) | — | — | — | $1.8M | 6.1% | |
| Fidelity Investments FID BALANCED (1) | — | — | — | $1.2M | 4.1% | |
| Fidelity Investments FID FREEDOM 2035 K (1) | — | — | — | $1.2M | 4.0% | |
| Fidelity Investments FID FREEDOM 2040 K (1) | — | — | — | $1.1M | 3.9% | |
| Massachusetts Financial Services MFS MA INV TRUST R3 (1) | — | — | — | $938K | 3.3% | |
| Fidelity Investments FID FREEDOM 2025 K (1) | — | — | — | $904K | 3.1% | |
| Massachusetts Financial Services MFS INTL GROWTH R6 (1) | — | — | — | $904K | 3.1% | |
| Fidelity Investments FID FREEDOM 2050 K (1) | — | — | — | $676K | 2.3% | |
| Fidelity Investments FID FREEDOM 2055 K (1) | — | — | — | $666K | 2.3% | |
| Fidelity Investments FID REAL ESTATE INVS (1) | — | — | — | $646K | 2.2% | |
| Fidelity Investments FID FREEDOM 2045 K (1) | — | — | — | $600K | 2.1% | |
| Fidelity Investments FID MID CAP STOCK (1) | — | — | — | $576K | 2.0% | |
| Fidelity Investments FID FREEDOM 2020 K (1) | — | — | — | $556K | 1.9% | |
| Glenmede SMCP EQ ADV (1) | — | — | — | $500K | 1.7% | |
| Fidelity Investments FID 500 INDEX (1) | — | — | — | $359K | 1.2% | |
| Fidelity Investments FIDELITY GOVT INCOME (1) | — | — | — | $320K | 1.1% | |
| maturing at various dates through 2029 | — | — | — | $313K | 1.1% | |
| Pacfic Investment Mgmt Co. LLC PIMCO TOT RETURN ADM (1) | Mutual Funds | — | — | $289K | 1.0% | |
| Massachusetts Financial Services MFS VALUE R3 (1) | — | — | — | $271K | 0.9% | |
| Fidelity Investments FID FREEDOM 2060 K (1) | — | — | — | $255K | 0.9% | |
| UM Funds UM BEHAVIORAL VAL R6 (1) | — | — | — | $240K | 0.8% | |
| Victrory Sycamore VICTORY S ESTB VAL A (1) | — | — | — | $224K | 0.8% | |
| Fidelity Investments FID FREEDOM 2025 (1) | — | — | — | $211K | 0.7% | |
| JP Morgan JPM SM CAP GROWTH R6 (1) | — | — | — | $183K | 0.6% | |
| American Funds AF NEW WORLD R5 (1) | — | — | — | $167K | 0.6% | |
| Fidelity Investments FID US BOND IDX (1) | — | — | — | $131K | 0.5% | |
| Fidelity Investments FID FREEDOM 2010 K (1) | — | — | — | $115K | 0.4% | |
| Loomis Sayles LOOMIS STRAT INC Y (1) | — | — | — | $102K | 0.4% | |
| Fidelity Investments FID FREEDOM 2065 K (1) | — | — | — | $54K | 0.2% | |
| Fidelity Investments FID FREEDOM 2050 (1) | — | — | — | $53K | 0.2% | |
| Fidelity Investments FID FREEDOM 2015 K (1) | — | — | — | $39K | 0.1% | |
| Frank Tem/Temp Adv TMPL GLOBAL BOND ADV (1) | — | — | — | $38K | 0.1% | |
| Fidelity Investments FID FREEDOM INC K (1) | — | — | — | $25K | <0.1% |
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