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Original filing (PDF)20251015145246NAL0006490624001
LOC PERFORMANCE PRODUCTS, LLC
Form 5500
FILING_RECEIVED
LOC PERFORMANCE PRODUCTS, LLC BARGAINING UNIT EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 2
30% in single holding7 service providers
Active participants
375
Accounts w/ balance
387
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
8 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)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Inv" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOC PERFORMANCE PRODUCTS, LLC.
Plan sponsor
Name
LOC PERFORMANCE PRODUCTS, LLC
EIN
38-2131316
Address
13505 HAGGERTY ROAD · PLYMOUTH, MI · 481701884
Phone
(734) 453-2300
Industry
Manufacturingsee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $27K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $220 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $170 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $25 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
Investments
22 direct securities · 8 pooled funds· $25.6M(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
$22.6M
22 holdings
Common Collective Trust
$3.0M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | — | $7.4M | 29.6% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $4.9M | 19.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.7M | 6.7% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.6M | 6.4% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $1.1M | 4.3% | |
| Empower Trust Company, LLC Self-directed brokerage account investments | — | — | — | $935K | 3.8% | |
| NT SANDP 500 INDEX FUND - DC - NL - NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $822K | 3.3% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $794K | 3.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $743K | 3.0% | |
| JPMorgan Large Cap Growth | — | — | — | $670K | 2.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $578K | 2.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $544K | 2.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $540K | 2.2% | |
| BlackRock Total Return | — | — | — | $525K | 2.1% | |
| Northern Trust Collective Aggregate Bond | — | — | — | $434K | 1.7% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $434K | 1.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $276K | 1.1% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $225K | 0.9% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $205K | 0.8% | |
| Northern Trust Extended Equity Market | — | — | — | $172K | 0.7% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $172K | 0.7% | |
| Great Grey Trust Europacific Growth CT | — | — | — | $153K | 0.6% | |
| Empower Trust Company, LLC Northern Trust All Country World ex-US | — | — | — | $151K | 0.6% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $151K | 0.6% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $147K | 0.6% | |
| Empower Trust Company, LLC Allspring Special Small Cap Value | — | — | — | $147K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $74K | 0.3% | |
| Principal SmallCap Growth | — | — | — | $36K | 0.1% | |
| Dreyfus Government Cash Management | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $15K | <0.1% |
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