Back to filter
Original filing (PDF)20251015144440NAL0010145330001
FUCHS LUBRICANTS CO.
Form 5500
FILING_RECEIVED
FOX PLAN/THRIFT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
518
Accounts w/ balance
710
Plan assets (EOY)
$91.8M
Net assets (EOY)
$91.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUCHS LUBRICANTS CO..
Plan sponsor
Name
FUCHS LUBRICANTS CO.
EIN
36-3166087
Address
17050 LATHROP AVENUE · HARVEY, IL · 60426
Phone
(708) 225-6828
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $31K | — |
Investments
22 direct securities · 1 pooled fund· $172.5M(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.
Pooled Separate Account
$83.1M
1 holding
Uncategorized
$75.7M
21 holdings
Pooled Separate Accounts
$13.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $83.1M | 90.5% | |
| s * Minnesota Life Insurance Company JPMorgan Large Cap Growth | Pooled Separate Accounts | — | — | $13.6M | 14.8% | |
| Minnesota Life Insurance Company Large Value Equity III | — | — | — | $10.9M | 11.9% | |
| Non-Fully Benefit-Responsive Investment Contract * Minnesota Life Insurance Company General Account | — | — | — | $6.2M | 6.7% | |
| Minnesota Life Insurance Company S&P 500 Index | — | — | — | $5.8M | 6.3% | |
| Minnesota Life Insurance Company Columbia Ltd Dur Credit Inst | — | — | — | $5.7M | 6.2% | |
| Minnesota Life Insurance Company Intermediate Term Bond Index IA | — | — | — | $5.3M | 5.7% | |
| Minnesota Life Insurance Company Small Growth Equity Index I | — | — | — | $4.7M | 5.1% | |
| Minnesota Life Insurance Company Mid-Cap Growth Equity I | — | — | — | $4.4M | 4.8% | |
| Minnesota Life Insurance Company Dodge & Cox International Stock | — | — | — | $4.2M | 4.5% | |
| Minnesota Life Insurance Company MFS Mid Cap Value | — | — | — | $4.1M | 4.5% | |
| Minnesota Life Insurance Company ClearBridge International Growth A | — | — | — | $4.1M | 4.5% | |
| Minnesota Life Insurance Company Columbia Contrarian Core | — | — | — | $4.1M | 4.4% | |
| Minnesota Life Insurance Company Life Strategy I | — | — | — | $3.7M | 4.1% | |
| Minnesota Life Insurance Company William Blair Large Cap Gro I | — | — | — | $2.5M | 2.7% | |
| Minnesota Life Insurance Company Large Value Equity VII (Comstock?) | — | — | — | $2.2M | 2.4% | |
| Minnesota Life Insurance Company Money Market | — | — | — | $1.7M | 1.9% | |
| Minnesota Life Insurance Company International Eq Idx Instl | — | — | — | $1.7M | 1.9% | |
| Minnesota Life Insurance Company Life Strategy III | — | — | — | $1.4M | 1.5% | |
| Minnesota Life Insurance Company Life Strategy II | — | — | — | $1.2M | 1.3% | |
| Minnesota Life Insurance Company C&S Securities A | — | — | — | $797K | 0.9% | |
| Minnesota Life Insurance Company T. Rowe Price Small Cap Stock | — | — | — | $545K | 0.6% | |
| Minnesota Life Insurance Company Global Life Sciences I | — | — | — | $490K | 0.5% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Manufacturing plans
MARTIN RESOURCE MANAGEMENT CORPORATION
MRMC ESOP
$102.9M · 1,177 participants
AMSPEC, LLC
AMSPEC, LLC RETIREMENT SAVINGS PLAN
$104.1M · 1,960 participants
FREEPORT LNG DEVELOPMENT, L.P.
FREEPORT LNG 401(K) PLAN
$113.2M · 541 participants
ASCENT RESOURCES MANAGEMENT SERVICES, LLC
ASCENT RESOURCES MANAGEMENT SERVICES, LLC 401(K) PLAN
$115.8M · 427 participants
KAISER-FRANCIS OIL COMPANY
KAISER-FRANCIS OIL COMPANY RETIREMENT INCOME PLAN
$115.9M · 320 participants
ASCENTEK SERVICES LLC
ASCENTEK SERVICES, LLC 401(K) PLAN
$67.8M · 732 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B