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Original filing (PDF)20250916095938NAL0001239523001
TROY DESIGN & MANUFACTURING CO.
Form 5500
FILING_RECEIVED
TROY DESIGN & MANUFACTURING CO. 401(K) PLAN
401(k) retirement plan
Active participants
281
Accounts w/ balance
371
Plan assets (EOY)
$81.4M
Net assets (EOY)
$81.4M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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 (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROY DESIGN & MANUFACTURING CO..
Plan sponsor
Name
TROY DESIGN & MANUFACTURING CO.
EIN
38-2362912
Address
14425 SHELDON ROAD · PLYMOUTH, MI · 48170
Phone
(313) 592-2492
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
2025-09-16
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MRPR GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $46K | — |
Investments
36 direct securities · 1 pooled fund· $81.4M(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
$75.7M
36 holdings
Common Collective Trust
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | — | — | — | $17.4M | 21.4% | |
| Fidelity Investments Technology | — | — | — | $8.9M | 10.9% | |
| Fidelity Investments Freedom 2035 | — | — | — | $6.3M | 7.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.7M | 7.0% | |
| Fidelity Investments Freedom 2030 | — | — | — | $3.7M | 4.6% | |
| Fidelity Investments Mid Cap Index | — | — | — | $3.4M | 4.1% | |
| Fidelity Investments Freedom 2040 | — | — | — | $2.8M | 3.4% | |
| Fidelity Investments Income Advantage | — | — | — | $2.6M | 3.2% | |
| Fidelity Investments International Index | — | — | — | $2.5M | 3.1% | |
| Harbor Capital Appreciation | — | — | — | $2.5M | 3.0% | |
| Fidelity Investments Small Cap Index | — | — | — | $2.4M | 2.9% | |
| Invesco Small Cap Value | — | — | — | $2.3M | 2.8% | |
| Fidelity Investments Lev Co Stock | — | — | — | $2.2M | 2.7% | |
| Fidelity Investments Freedom 2025 | — | — | — | $2.2M | 2.7% | |
| Fidelity Investments Freedom 2045 | — | — | — | $1.9M | 2.4% | |
| Fidelity Investments Freedom 2055 | — | — | — | $1.5M | 1.8% | |
| with various maturity dates through August 2033 | — | — | — | $1.5M | 1.8% | |
| Fidelity Investments Energy Fund | — | — | — | $1.2M | 1.5% | |
| & S Realty | — | — | — | $1.1M | 1.4% | |
| Fidelity Investments Focus Emerging Markets | — | — | — | $1.1M | 1.3% | |
| Fidelity Investments Investment Grid Bond Fund | — | — | — | $968K | 1.2% | |
| PIF Short Term Income | — | — | — | $944K | 1.2% | |
| Fidelity Investments Emerging Asia Fund | — | — | — | $841K | 1.0% | |
| Fidelity Investments Freedom 2050 | — | — | — | $829K | 1.0% | |
| Fidelity Investments Freedom 2060 | — | — | — | $706K | 0.9% | |
| Fidelity Investments Utilities | — | — | — | $691K | 0.8% | |
| Fidelity Investments Strategic Income Fund | — | — | — | $624K | 0.8% | |
| Fidelity Investments Financial Services | — | — | — | $601K | 0.7% | |
| Putnam Large Cap Value | — | — | — | $519K | 0.6% | |
| Fidelity Investments US Bond Index | — | — | — | $341K | 0.4% | |
| JP Morgan Small Capital Growth Fund | — | — | — | $307K | 0.4% | |
| Fidelity Investments International Discovery | — | — | — | $248K | 0.3% | |
| Fidelity Investments Freedom Inc | — | — | — | $245K | 0.3% | |
| Fidelity Investments Freedom 2020 | — | — | — | $191K | 0.2% | |
| Fidelity Investments Freedom 2065 | — | — | — | $126K | 0.2% | |
| Fidelity Investments Freedom 2015 | — | — | — | $17K | <0.1% | |
| Fidelity Investments Freedom 2010 | — | — | — | $5K | <0.1% |