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Original filing (PDF)20251008104150NAL0005420801001
ROSS CONTROLS
Form 5500
FILING_RECEIVED
ROSS CONTROLS RETIREMENT PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
131
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS CONTROLS.
Plan sponsor
Name
ROSS CONTROLS
EIN
38-0985950
Address
950 WOODWARD HEIGHTS · FERNDALE, MI · 48220
Phone
(248) 764-1860
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
18 direct securities · 10 pooled funds· $35.3M(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.
Uncategorized
$22.1M
18 holdings
Common Collective Trust
$13.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company Investment contract - SAGIC Core Bond II Fund | — | — | — | $6.3M | 17.8% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.6M | 10.2% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $3.5M | 10.0% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $3.2M | 9.0% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.6M | 7.4% | |
| JPMorgan U.S. Equity Fund Class R6 | — | — | — | $2.3M | 6.6% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $1.4M | 4.1% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $1.3M | 3.7% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1.3M | 3.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Metropolitan West Total Return Bond Fund Class I | — | — | — | $1.1M | 3.2% | |
| Victory Sycamore Established Value Fund Class I | — | — | — | $990K | 2.8% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $823K | 2.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $771K | 2.2% | |
| Vanguard GNMA Fund Admiral | — | — | — | $663K | 1.9% | |
| American Century Equity Income Fund R6 Class | — | — | — | $654K | 1.9% | |
| Empower Trust Company, LLC AB Discovery Value Fund Class Z | — | — | — | $478K | 1.4% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | — | — | — | $370K | 1.0% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $281K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $237K | 0.7% | |
| Principal High Yield Fund Institutional Class | — | — | — | $209K | 0.6% | |
| PGIM Global Total Return Fund - Class R6 | — | — | — | $156K | 0.4% | |
| American Funds Small-Cap World Fund Class R6 | — | — | — | $136K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $89K | 0.3% | |
| percent to 10.50 percent - | — | — | — | $61K | 0.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |