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Original filing (PDF)20250805083932NAL0002044448001

HURON CASTING, INC.

Form 5500
FILING_RECEIVED
HURON CASTING, INC., AXIS, ACI, BDSC, BCM, BRNE 401(K) PLAN
401(k) retirement plan
Active participants
743
Accounts w/ balance
660
Plan assets (EOY)
$43.2M
Net assets (EOY)
$43.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURON CASTING, INC..
Plan sponsor
Name
HURON CASTING, INC.
EIN
38-2116352
Address
7050 HARTLEY STREET · PIGEON, MI · 48755
Phone
(989) 453-3933
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NIETZKE & FAUPEL PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JPMORGAN INVEST HOLDINGS LLC13-2624428RECORDKEEPER$4K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
NIETZKE & FAUPEL PC13-2624428AUDITOR$13K

Investments

28 direct securities · 1 pooled fund· $43.2M(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
$42.7M
28 holdings
Common Collective Trust
$435K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
JP Morgan Smart Retirement 2025 Institutional Fund Mutual Fund$7.6M$6.9M16.0%
JP Morgan Smart Retirement 2035 Institutional Fund Mutual Fund$6.6M$6.6M15.3%
JP Morgan Smart Retirement 2030 Institutional Fund Mutual Fund$6.2M$5.8M13.4%
JP Morgan Smart Retirement 2050 Institutional Fund Mutual Fund$4.0M$4.4M10.3%
JP Morgan Smart Retirement 2045 Institutional Fund Mutual Fund$4.1M$4.4M10.1%
JP Morgan Smart Retirement 2040 Institutional Fund Mutual Fund$3.6M$3.7M8.5%
JP Morgan Smart Retirement Income Institutional Fund Mutual Fund$3.1M$2.8M6.4%
JP Morgan Smart Retirement 2055 Institutional Fund Mutual Fund$1.0M$1.1M2.6%
JP Morgan Smart Retirement 2060 Institutional Fund Mutual Fund$844K$972K2.2%
Fidelity NASDAQ Composite Index Mutual Fund$594K$844K2.0%
JP Morgan Equity Index Select Fund Class R6 Mutual Fund$390K$725K1.7%
JP Morgan Smart Retirement 2020 Institutional Fund Mutual Fund$781K$691K1.6%
Pioneer Bond Fund Class K Mutual Fund$698K$665K1.5%
1JPM-F$414K$435K1.0%
JPMCB STABLE ASSET INCOME CF
JP MORGAN · EIN 20-1978950 / PN 001
Common Collective Trust
$414K$435K1.0%
JP Morgan Investor Conservative Growth Fund Class R6 Mutual Fund$468K$433K1.0%
JP Morgan US Equity Institutional Fund Mutual Fund$308K$382K0.9%
Blackrock Mid Cap Growth Equity K Mutual Fund$283K$322K0.7%
Fidelity International Index Mutual Fund$225K$244K0.6%
Macquarie Small Cap Core Fund Class R6 Mutual Fund$210K$242K0.6%
JP Morgan Investor Growth Fund Class R6 Mutual Fund$217K$239K0.6%
JP Morgan Equity Income Fund Class R6 Mutual Fund$142K$173K0.4%
Participant Loans 4.25% - 9.50% -$162K0.4%
PARTICIPANT LOANS VARIOUS$136K$136K0.3%
Northern Mid Cap Index Fund Mutual Fund$120K$120K0.3%
Schwab Fundamental Emergin Markets Equity Index Fund Mutual Fund$85K$84K0.2%
JP Morgan Investor Balanced Select Fund Class R6 Mutual Fund$32K$33K<0.1%
JP Morgan Investor Growth & Income Fund Class R6 Mutual Fund$29K$31K<0.1%
JP Morgan Smart Retirement 2065 Institutional Fund Mutual Fund$21K$22K<0.1%

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