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Original filing (PDF)20250711101925NAL0004603091001
LINK ENGINEERING CO.
Form 5500
FILING_RECEIVED
LINK ENGINEERING COMPANY TAX DEFERRED SAVINGS PLAN-401(K)
401(k) retirement plan
Active participants
379
Accounts w/ balance
504
Plan assets (EOY)
$66.6M
Net assets (EOY)
$66.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINK ENGINEERING CO..
Plan sponsor
Name
LINK ENGINEERING CO.
EIN
38-1432910
Address
43855 PLYMOUTH OAKS BLVD. · PLYMOUTH, MI · 48170
Phone
(734) 453-0800
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-11
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$77K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR \INVESTMENT ADV | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
35 direct securities · 1 pooled fund· $68.0M(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
$66.6M
35 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | — | — | — | $9.6M | 14.4% | |
| Fidelity 500 Index Fund | — | — | — | $7.5M | 11.3% | |
| Fidelity Freedom 2035 Fund | — | — | — | $5.8M | 8.7% | |
| NYLI Winslow Large Cap Growth Class A | — | — | — | $5.0M | 7.5% | |
| Fidelity Management Trust Company Self-directed brokerage account investments | — | — | — | $3.6M | 5.3% | |
| Fidelity Freedom 2050 Fund | — | — | — | $3.4M | 5.1% | |
| Fidelity Freedom 2030 Fund | — | — | — | $3.2M | 4.7% | |
| Fidelity Freedom 2025 Fund | — | — | — | $2.1M | 3.2% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.1M | 3.1% | |
| Fidelity Freedom 2045 Fund | — | — | — | $2.1M | 3.1% | |
| Fidelity Freedom 2020 Fund | — | — | — | $2.0M | 2.9% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth | — | — | — | $1.7M | 2.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| Fidelity Freedom 2060 Fund | — | — | — | $1.4M | 2.2% | |
| PIMCO Total Return Fund A | — | — | — | $1.4M | 2.1% | |
| Fidelity Management Trust Company Common/collective trust fund - Fidelity Managed Income Portfolio Fund | — | — | — | $1.4M | 2.1% | |
| Fidelity Low Priced Stock Fund | — | — | — | $1.3M | 2.0% | |
| T. Rowe Price QR US Small Cap Growth Fund | — | — | — | $1.3M | 1.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.2M | 1.7% | |
| Fidelity Management Trust Company BlackRock Equity Dividend Fund Institutional Share | — | — | — | $1.1M | 1.6% | |
| PIMCO Income Fund A | — | — | — | $1.0M | 1.6% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | — | — | — | $1.0M | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $964K | 1.4% | |
| Fidelity Diversified International K6 Fund | — | — | — | $925K | 1.4% | |
| Fidelity Extended Market Index Fund | — | — | — | $902K | 1.4% | |
| Fidelity International Index Fund | — | — | — | $838K | 1.3% | |
| Participants Participant notes receivable with interest between 4.25 and 9.50 percent - | — | — | — | $794K | 1.2% | |
| JPMorgan Mid Cap Value | — | — | — | $628K | 0.9% | |
| Fidelity Small Cap Value | — | — | — | $579K | 0.9% | |
| Fidelity Freedom 2065 Fund | — | — | — | $492K | 0.7% | |
| Driehaus Emerging Markets Growth Fund Inv Class | — | — | — | $418K | 0.6% | |
| MFS International Value Fund | — | — | — | $405K | 0.6% | |
| Fidelity Freedom Income Fund | — | — | — | $221K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $213K | 0.3% | |
| Fidelity Freedom 2010 Fund | — | — | — | $21K | <0.1% | |
| Fidelity Freedom 2070 Fund | — | — | — | $2K | <0.1% |
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