Original filing (PDF)20250515093754NAL0013336323001

LOC PERFORMANCE PRODUCTS, LLC

Name: LOC PERFORMANCE PRODUCTS, LLC — ST. MARYS LOCATION PENSION PLAN FOR ELIGIBLE UNION EMPLOYEES, Form 5500 (2023)
Creator: LOC PERFORMANCE PRODUCTS, LLC

Form 5500

FILING_RECEIVED

ST. MARYS LOCATION PENSION PLAN FOR ELIGIBLE UNION EMPLOYEES

Defined-benefit pension plan

Signals · 2

~95 bps in Sched C feesNo recordkeeper disclosed

Active participants

207

Accounts w/ balance

—

Plan assets (EOY)

$38.6M

Net assets (EOY)

$38.6M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

95 bps in Schedule C fees — 226% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this 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 N. HAGGERTY ROAD · PLYMOUTH, MI · 48170

Phone

(734) 453-2300

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

PLANTE MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	NONE	$208K	—
SEI INVESTEMENTS	23-1707341	—	NONE	$157K	—

Investments

2 pooled funds· $3.3M(9% 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.

Investment	Type	Current value	% of plan
SEI STRUCTURED CREDIT COLLECTIVE SEI TRUST COMPANY · EIN 75-3251893 / PN 024	Common Collective Trust	$2.0M	5.2%
SEI CORE PROPERTY COLLECTIVE SEI TRUST COMPANY · EIN 27-3224429 / PN 045	Common Collective Trust	$1.3M	3.5%