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Original filing (PDF)20251013175623NAL0003882882001
ROBERT BOSCH LLC
Form 5500
FILING_RECEIVED
BOSCH SAVINGS INCENTIVE PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
14,168
Accounts w/ balance
19,534
Plan assets (EOY)
$4.6B
Net assets (EOY)
$4.6B
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust" is 98% of plan.
- 8 bps in Schedule C fees — 54% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT BOSCH LLC.
Plan sponsor
Name
ROBERT BOSCH LLC
EIN
36-2903176
Address
2800 S 25TH AVE · BROADVIEW, IL · 601554532
Phone
(708) 865-5200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2U · Association Retirement Plan
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.8M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.7M | — |
Investments
25 direct securities · 1 pooled fund· $9.1B(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
$4.6B
25 holdings
Master Trust
$4.5B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | — | — | — | $4.5B | 99.1% | |
| ROBERT BOSCH DC RETIREMENT PLAN TR ROBERT BOSCH LLC · EIN 30-0988910 / PN 101 | Master Trust | — | — | $4.5B | 99.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $39.2M | 0.9% | |
| State Street Target Retirement 2040 | — | — | — | $1.6M | <0.1% | |
| State Street Target Retirement Income | — | — | — | $1.6M | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.4M | <0.1% | |
| State Street Target Retirement 2035 | — | — | — | $763K | <0.1% | |
| State Street Target Retirement 2030 | — | — | — | $573K | <0.1% | |
| State Street Target Retirement 2060 | — | — | — | $340K | <0.1% | |
| Northern Trust R1000 Growth Index NL | — | — | — | $326K | <0.1% | |
| State Street Target Retirement 2025 | — | — | — | $289K | <0.1% | |
| State Street Target Retirement 2045 | — | — | — | $279K | <0.1% | |
| Northern Trust S&P 500 Index | — | — | — | $221K | <0.1% | |
| Fidelity Management Trust Company Self-directed brokerage account | — | — | — | $219K | <0.1% | |
| Prudential Core Plus Bond | — | — | — | $182K | <0.1% | |
| State Street Target Retirement 2055 | — | — | — | $133K | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.5 percent - | — | — | — | $131K | <0.1% | |
| State Street Target Retirement 2065 | — | — | — | $103K | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $100K | <0.1% | |
| Northern Trust Aggregate Bond Index | — | — | — | $77K | <0.1% | |
| State Street Target Retirement 2020 | — | — | — | $65K | <0.1% | |
| State Street Target Retirement 2050 | — | — | — | $50K | <0.1% | |
| State Street Target Retirement 2065 | — | — | — | $20K | <0.1% | |
| Northern Trust Collective EAFE Index | — | — | — | $14K | <0.1% | |
| Northern Trust Extended Equity Market Index | — | — | — | $13K | <0.1% | |
| State Street Real Asset | — | — | — | $9K | <0.1% |