Back to filter
Original filing (PDF)20250909115245NAL0020183985001
FLOW-RITE CONTROLS, LTD.
Form 5500
FILING_RECEIVED
FLOW-RITE EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
96
Accounts w/ balance
116
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: INDEXSELECT MODERATE 2035 FUND (extraction pending)]" is 35% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOW-RITE CONTROLS, LTD..
Plan sponsor
Name
FLOW-RITE CONTROLS, LTD.
EIN
36-3107221
Address
960 - 74TH STREET SW · BYRON CENTER, MI · 49315
Phone
(616) 577-5141
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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE AND MORAN | — | DETROIT, MI | AUDITOR | $17K | — |
Investments
10 pooled funds· $4.4M(66% 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.
Common Collective Trust
$3.9M
8 holdings
Pooled Separate Account
$468K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.5M | 23.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.2M | 18.2% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $465K | 7.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $408K | 6.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $353K | 5.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $234K | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $79K | 1.2% | |
| MFS INTL GROWTH EQUITY(IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $60K | 0.9% | |
| DUFF AND PHELPS US REIT CIT CLASS 1 SEI TRUST COMPANY · EIN 81-3547755 / PN 098 | Common Collective Trust | — | — | $9K | 0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
RIMTEC MANUFACTURING CORPORATION D/
RIMTEC CORPORATION BARGAINING UNIT 401(K) SAVINGS PLAN
$6.6M
OIL CREEK PLASTICS INC.
OIL CREEK PLASTICS 401(K) PLAN
$6.7M · 83 participants
THE DONWELL COMPANY, INC.
THE DONWELL COMPANY, INC. 401(K) RETIREMENT PLAN
$6.7M · 45 participants
MOTE, INC.
MOTE, INC. 401(K) PROFIT SHARING PLAN
$6.6M · 30 participants
NEWCO INDUSTRIAL PLASTICS, LLC
NEWCO PLASTICS 401(K) PLAN
$6.6M · 151 participants
THE PLAS-MAC CORP.
THE PLAS-MAC CORP. EMPLOYEES' PROFIT SHARING PLAN
$6.6M · 57 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants