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Original filing (PDF)20251006144412NAL0006351728001
AKEBONO BRAKE CORPORATION
Form 5500
FILING_RECEIVED
AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,251
Accounts w/ balance
1,511
Plan assets (EOY)
$148.1M
Net assets (EOY)
$148.1M
How this plan invests
This plan
35 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKEBONO BRAKE CORPORATION.
Plan sponsor
Name
AKEBONO BRAKE CORPORATION
EIN
36-3993763
Address
34385 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI · 48331
Phone
(248) 489-7400
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-06
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SMITH HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$63K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| USI ADVISORS, INC. | 06-1053228 | — | INVESTMENT ADVISOR | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
35 direct securities· $150.0M(100% of reported assets)
Uncategorized
$149.7M
34 holdings
Mutual Funds
$287K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $23.7M | 16.0% | |
| Alliance Bernstein Large Cap Growth Adv | — | — | — | $20.2M | 13.7% | |
| Mass Mutual Stable Value Diversified Account | — | — | — | $15.0M | 10.2% | |
| Fidelity Freedom 2035 K | — | — | — | $10.5M | 7.1% | |
| Fidelity Freedom 2025 K | — | — | — | $9.3M | 6.2% | |
| Dodge & Cox Income I | — | — | — | $6.6M | 4.4% | |
| Brokerage Link Self-Directed Accounts | — | — | — | $6.2M | 4.2% | |
| Fidelity Freedom 2030 K | — | — | — | $5.8M | 3.9% | |
| Fidelity Mid Cap Index | — | — | — | $5.6M | 3.8% | |
| Fidelity Freedom 2045 K | — | — | — | $5.2M | 3.5% | |
| Dodge & Cox Global I | — | — | — | $5.1M | 3.4% | |
| MFS Value R4 | — | — | — | $4.7M | 3.2% | |
| Fidelity International Capital Appreciation | — | — | — | $4.4M | 2.9% | |
| Participants Interest rates from 4.25% to 9.50% - | — | — | — | $4.0M | 2.7% | |
| Undiscovered Behavioral Value R4 | — | — | — | $3.5M | 2.4% | |
| MGL MID CP GR I | — | — | — | $3.2M | 2.2% | |
| Fidelity Freedom 2040 K | — | — | — | $2.4M | 1.6% | |
| Fidelity International Index | — | — | — | $2.2M | 1.5% | |
| MFS Mid Cap Value R4 | — | — | — | $2.1M | 1.4% | |
| Fidelity Freedom 2050 K | — | — | — | $1.7M | 1.1% | |
| Fidelity Freedom 2055 K | — | — | — | $1.4M | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $1.3M | 0.9% | |
| Fidelity Freedom 2060 K | — | — | — | $1.2M | 0.8% | |
| MGL Emerging Markets Inst | — | — | — | $857K | 0.6% | |
| Fidelity Strategic Income | — | — | — | $854K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $819K | 0.6% | |
| Fidelity Freedom 2020 K | — | — | — | $676K | 0.5% | |
| Fidelity Freedom 2015 K | — | — | — | $514K | 0.3% | |
| Alliance Bernstein Bond Inflation Ad | — | — | — | $328K | 0.2% | |
| Alliance Bernstein Small Cap Growth Adv | Mutual Funds | — | — | $287K | 0.2% | |
| Fidelity Freedom 2065 K | — | — | — | $213K | 0.1% | |
| Fidelity Govt Money Market | — | — | — | $92K | <0.1% | |
| Fidelity Freedom Income K | — | — | — | $62K | <0.1% | |
| Fidelity Freedom 2010 K | — | — | — | $56K | <0.1% | |
| Fidelity Freedom 2070 K | — | — | — | $2K | <0.1% |