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Original filing (PDF)20251014182553NAL0003563697003
INDIAN HEAD INDUSTRIES INC
Form 5500
FILING_RECEIVED
PENSION PLAN FOR HOURLY EMPLOYEES OF CLOVERDALE EMPLOYING UNIT
Defined-benefit pension plan
Signals · 1
41% in single holding
Active participants
46
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VICTORY CEMP US 500 VOLATILITY FUND" is 41% of plan.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIAN HEAD INDUSTRIES INC.
Plan sponsor
Name
INDIAN HEAD INDUSTRIES INC
DBA
MGM BRAKES
EIN
38-2511555
Address
6200 HARRIS TECHNOLOGY BLVD · CHARLOTTE, NC · 282693732
Phone
(704) 547-7411
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | DETROIT, WI | CUSTODIAN TRUSTEE | $6K | — |
Investments
7 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VICTORY CEMP US 500 VOLATILITY FUND | — | — | — | $2.1M | 41.4% | |
| VICTORY INCORE TOTAL RETURN BOND FUND | — | — | — | $1.7M | 34.2% | |
| VICTORY TRIVALENT INTERNATIONAL FUND CORE EQUITY | — | — | — | $421K | 8.2% | |
| VICTORY INTEGRITY MID-CAP VALUE FUND | — | — | — | $308K | 6.0% | |
| VICTORY RS MID CAP GROWTH-R6 | — | — | — | $237K | 4.6% | |
| VICTORY INTEGRITY SMALL-CAP VALUE FUND | — | — | — | $174K | 3.4% | |
| VICTORY RS SMALL-CAP GROWTH | — | — | — | $108K | 2.1% |