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Original filing (PDF)20250904095440NAL0027265712001
COMAU LLC
Form 5500
FILING_RECEIVED
COMAU LLC 401(K) PLAN
401(k) retirement plan
Active participants
782
Accounts w/ balance
1,026
Plan assets (EOY)
$189.1M
Net assets (EOY)
$189.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMAU LLC.
Plan sponsor
Name
COMAU LLC
EIN
38-2296242
Address
21000 TELEGRAPH ROAD · SOUTHFIELD, MI · 48033
Phone
(248) 368-2403
Industry
Other Services (ex. Public Admin)see 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
2025-09-04
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)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 52-1868818 | — | CONSULTANT | $89K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $81K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REINHART BOERNER VAN | 39-1126909 | — | ATTORNEY/LEGAL | $28K | — |
Investments
9 direct securities · 17 pooled funds· $189.0M(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.
Common Collective Trust
$139.4M
17 holdings
Uncategorized
$49.5M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | 592,450.571 | $23.9M | $30.3M | 16.0% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | 492,525.261 | $19.7M | $24.3M | 12.9% | |
| VANGUARD INST INDEX | — | 49,555.305 | $16.3M | $23.7M | 12.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | 337,422.675 | $14.5M | $18.2M | 9.6% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | 11,899,970.31 | $11.9M | $11.9M | 6.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | 201,399.006 | $8.9M | $11.7M | 6.2% | |
| SNYDER SMMDCP VAL HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 185 | Common Collective Trust | 305,293.305 | $8.0M | $7.9M | 4.2% | |
| LZD ACWEXUS ADV EQ 7 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783871 / PN 938 | Common Collective Trust | 169,935.435 | $7.6M | $7.2M | 3.8% | |
| VANG EXT MKT IDX INS | — | 44,384.364 | $4.8M | $6.4M | 3.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | 99,669.571 | $4.6M | $6.0M | 3.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | 86,686.413 | $4.1M | $5.3M | 2.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | 102,453.906 | $4.0M | $4.8M | 2.5% | |
| VANG TOT BD MKT INST | — | 449,646.999 | $4.6M | $4.3M | 2.3% | |
| FIDELITY FUND | — | — | $3.5M | $4.0M | 2.1% | |
| EXTERNAL FUND | — | — | $3.9M | $4.0M | 2.1% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | 20,475.628 | $3.7M | $3.8M | 2.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | 36,041.261 | $2.3M | $3.0M | 1.6% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $2.8M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | 59,422.254 | $2.3M | $2.7M | 1.4% | |
| CASH | — | — | $2.3M | $2.3M | 1.2% | |
| VANG FTSE AW IDX ADM | — | 56,378.676 | $1.9M | $2.0M | 1.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | 23,555.21 | $1.2M | $1.5M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | 19,752.377 | $703K | $792K | 0.4% | |
| FID GOVT MMKT | — | 29,598.97 | $30K | $30K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | 588.116 | $15K | $14K | <0.1% | |
| AS DISC SMIDCP GR E SEI TRUST COMPANY · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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