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Original filing (PDF)20251015141305NAL0005096849001
AUTO METER PRODUCTS, INC.
Form 5500
FILING_RECEIVED
AUTO METER PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
320
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTO METER PRODUCTS, INC..
Plan sponsor
Name
AUTO METER PRODUCTS, INC.
EIN
36-2539717
Address
413 W ELM · SYCAMORE, IL · 60178
Phone
(815) 991-2859
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CATALANO, CABOOR & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $33K | — |
Investments
20 direct securities · 2 pooled funds· $19.1M(99% 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.
Registered Investment Companies
$15.7M
20 holdings
Common Collective Trust
$3.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $3.6M | 18.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $2.8M | 14.7% | |
| GS GROWTH STRATEGY - A | Registered Investment Companies | — | — | $1.7M | 8.9% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $1.4M | 7.4% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $853K | 4.4% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $805K | 4.2% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $788K | 4.1% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $676K | 3.5% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $666K | 3.4% | |
| MFS GIB NEW DISCV R3 | Registered Investment Companies | — | — | $601K | 3.1% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $585K | 3.0% | |
| COL SELIGMAN TECH AND INFO A | Registered Investment Companies | — | — | $578K | 3.0% | |
| T. ROWE PRICE RET 2015 - ADV 935 REGISTERED INVESTMENT COMPANY T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $555K | 2.9% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $529K | 2.7% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $518K | 2.7% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $404K | 2.1% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $394K | 2.0% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $350K | 1.8% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $102K | 0.5% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $30K | 0.2% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $2K | <0.1% |
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