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Original filing (PDF)20251008123327NAL0003281379001
AMERICAN FINE SINTER CO., LTD.
Form 5500
FILING_RECEIVED
AMERICAN FINE SINTER CO., LTD. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
148
Accounts w/ balance
85
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN FINE SINTER CO., LTD..
Plan sponsor
Name
AMERICAN FINE SINTER CO., LTD.
EIN
36-4463728
Address
957 N. MAULE ROAD · TIFFIN, OH · 44883
Phone
(419) 443-8880
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KNUEVEN, SCHRODER & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COM | 95-1411037 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | RIA | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | 34-1944834 | — | ADMINISTRATOR | $7K | — |
Investments
28 direct securities· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | — | — | — | $255K | 10.8% | |
| AMERICAN FUNDS AMCAP FUND | — | — | — | $248K | 10.5% | |
| AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA | — | — | — | $180K | 7.6% | |
| AMERICAN FUNDS MONEY MARKET | — | — | — | $147K | 6.2% | |
| AMERICAN FUNDS AMERICAN MUTUAL FUND | — | — | — | $133K | 5.6% | |
| AMERICAN FUNDS TD 2055 | — | — | — | $133K | 5.6% | |
| PARTICIPANTS SECURED BY PARTICIPANT 0 ACCOUNT BALANCES | — | — | — | $129K | 5.5% | |
| AMERICAN FUNDS GROWTH FUND OF AMERICA | — | — | — | $127K | 5.4% | |
| AMERICAN FUNDS TD 2030 | — | — | — | $113K | 4.8% | |
| AMERICAN FUNDS SMALLCAP WORLD FUND | — | — | — | $87K | 3.7% | |
| AMERICAN FUNDS CAPITAL INCOME BUILDER | — | — | — | $79K | 3.4% | |
| AMERICAN FUNDS AMERICAN HIGHINCOME TRUST | — | — | — | $76K | 3.2% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOM | — | — | — | $75K | 3.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE FUND | — | — | — | $71K | 3.0% | |
| AMERICAN FUNDS TD 2040 0 | — | — | — | $66K | 2.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND | — | — | — | $63K | 2.7% | |
| AMERICAN FUNDS INCOME FUND OF AMERICAR3 | — | — | — | $51K | 2.2% | |
| AMERICAN FUNDS TD 2045 | — | — | — | $44K | 1.9% | |
| AMERICAN FUNDS BOND FUND OF AMERICA | — | — | — | $43K | 1.8% | |
| AMERICAN FUNDS NEW WORLD FUND | — | — | — | $42K | 1.8% | |
| AMERICAN FUNDS TD 2050 | — | — | — | $33K | 1.4% | |
| AMERICAN FUNDS TD 2035 | — | — | — | $31K | 1.3% | |
| AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMER | — | — | — | $29K | 1.2% | |
| AMERICAN FUNDS TD 2060 | — | — | — | $28K | 1.2% | |
| AMERICAN FUNDS CAPITAL WORLD BOND FUND | — | — | — | $22K | 0.9% | |
| AMERICAN FUNDS TD 2025 | — | — | — | $21K | 0.9% | |
| AMERICAN FUNDS TD 2065 565 AMERICAN FUNDS MORTGAGE FUND | — | — | — | $21K | 0.9% | |
| AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOM | — | — | — | $14K | 0.6% |