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Original filing (PDF)20251009124647NAL0003918899001
NORTH AMERICAN LIGHTING, INC.
Form 5500
FILING_RECEIVED
NORTH AMERICAN LIGHTING, INC. COMMAND PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,170
Accounts w/ balance
5,859
Plan assets (EOY)
$522.4M
Net assets (EOY)
$522.4M
How this plan invests
This plan
19 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 241% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH AMERICAN LIGHTING, INC..
Plan sponsor
Name
NORTH AMERICAN LIGHTING, INC.
EIN
37-1131470
Address
2275 S MAIN STREET · PARIS, IL · 619442963
Phone
(217) 465-6600
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
ATLAS CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $120K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $948K | — |
Investments
17 direct securities · 19 pooled funds· $564.4M(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.
Common Collective Trust
$239.7M
14 holdings
Uncategorized
$231.1M
15 holdings
Pooled Separate Account
$82.6M
5 holdings
Mutual Funds
$7.0M
1 holding
OTHER
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Fund | — | — | — | $49.3M | 9.4% | |
| General Investment Accounts Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $42.1M | 8.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $39.6M | 7.6% | |
| Principal Life Insurance Company Large Cap Growth I SA-Z Fund | — | — | — | $38.6M | 7.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $38.6M | 7.4% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $32.9M | 6.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $32.7M | 6.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $32.0M | 6.1% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $29.3M | 5.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $26.0M | 5.0% | |
| maturing through December 2029 | — | — | — | $23.3M | 4.5% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index SA-Z Fund | — | — | — | $18.7M | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $18.7M | 3.6% | |
| MFS Investment Management Growth R4 Fund | — | — | — | $17.4M | 3.3% | |
| Janus International Holding, LLC Enterprise I Fund | — | — | — | $16.6M | 3.2% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $16.0M | 3.1% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.7M | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $12.7M | 2.4% | |
| PGIM Investments Total Return Bond Z Fund | — | — | — | $11.6M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7.8M | 1.5% | |
| American Funds Service Company EuroPacific Growth R5 Fund | Mutual Funds | — | — | $7.0M | 1.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6.8M | 1.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $4.8M | 0.9% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.4M | 0.8% | |
| Schwab Funds Self-Directed Brokerage Account | OTHER | — | — | $3.9M | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $3.7M | 0.7% | |
| PIMCO Funds Income Institutional Fund | — | — | — | $3.2M | 0.6% | |
| Fidelity Total International Index Fund | — | — | — | $2.6M | 0.5% | |
| JOHN HANCOCK DISC VL MDCP B5 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| American Beacon Funds Small Cap Value Y Fund | — | — | — | $1.8M | 0.3% | |
| Fidelity Emerging Markets K Fund | — | — | — | $1.1M | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $976K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $879K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $847K | 0.2% | |
| Neuberger Berman Management Real Estate A Fund | — | — | — | $713K | 0.1% | |
| Vanguard Group Fed Money Market Investment Fund | — | — | — | $375K | <0.1% |
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