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Original filing (PDF)20250619153230NAL0008128402001

EXOTIC RUBBER & PLASTICS CORP.

Form 5500
FILING_RECEIVED
EXOTIC RUBBER & PLASTICS CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
298
Accounts w/ balance
335
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • 1 Schedule C provider failed to disclose compensation.
Helping the score
  • Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXOTIC RUBBER & PLASTICS CORP..
Plan sponsor
Name
EXOTIC RUBBER & PLASTICS CORP.
EIN
38-1784454
Address
53500 GRAND RIVER AVENUE · NEW HUDSON, MI · 48165
Phone
(248) 477-2122
Industry
Wholesale Tradesee 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
2025-06-19
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
PLANTE & MORAN PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$10K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$23K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
PLANTE & MORAN33-1498605ACCOUNTANT/AUDITOR$22K

Failed / refused disclosures (Sched C Part 2)

ProviderNondisclosure info

Investments

31 direct securities · 1 pooled fund· $34.2M(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
$32.1M
31 holdings
Common Collective Trust
$2.1M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity 500 Index Fund$3.6M10.9%
Vanguard Target Retirement 2035 Fund$3.6M10.8%
Vanguard Target Retirement 2055 Fund$2.8M8.5%
Fidelity Blue Chip Growth Fund$2.6M8.0%
Vanguard Target Retirement 2030 Fund$2.2M6.6%
Fidelity Management Trust Company Common/Collective trust fund - Fidelity Managed Income Portfolio$2.1M6.4%
MIP CL 1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$2.1M6.4%
Fidelity Contrafund$2.0M6.1%
Fidelity Total Bond K6$1.8M5.4%
Vanguard Target Retirement 2040 Fund$1.7M5.1%
Vanguard Target Retirement 2050 Fund$1.5M4.7%
Fidelity International Index Fund$1.5M4.4%
Vanguard Target Retirement 2045 Fund$1.2M3.5%
MFS Mid Cap Value Fund Class R6$841K2.6%
Vanguard Target Retirement 2025 Fund$745K2.3%
Allspring Special Small Cap Value Admin$713K2.2%
T. Rowe Price Mid-Cap Growth$616K1.9%
Fidelity US Bond Index Fund$492K1.5%
Vanguard International Growth Adm$433K1.3%
Fidelity Extended Market Index Fund$429K1.3%
Participants Participant notes receivable with interest ranging from 4.25 to 9.50 percent -$380K1.2%
Fidelity Puritan Fund$307K0.9%
MFS Value Fund Class R6$162K0.5%
Fidelity Capital & Income Fund$134K0.4%
Janus Henderson Triton Class N$102K0.3%
Vanguard Target Retirement 2060 Fund$67K0.2%
Vanguard Target Retirement 2020 Fund$55K0.2%
Fidelity Management Trust Company Fidelity Small Capital Index Fund$30K<0.1%
Vanguard Target Retirement 2065 Fund$29K<0.1%
Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund Class K6$29K<0.1%
Vanguard Target Retirement Income Fund$27K<0.1%
Vanguard Target Retirement 2070 Fund$4K<0.1%

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