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Original filing (PDF)20250821141401NAL0002124195001
TRIMAS CORPORATION
Form 5500
FILING_RECEIVED
TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,590
Accounts w/ balance
1,868
Plan assets (EOY)
$84.9M
Net assets (EOY)
$84.9M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 29 bps in Schedule C fees — 83% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIMAS CORPORATION.
Plan sponsor
Name
TRIMAS CORPORATION
EIN
38-2687639
Address
38505 WOODWARD AVENUE, SUITE 200 · BLOOMFIELD HILLS, MI · 48304
Phone
(248) 631-5450
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
017
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
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
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LL | 92-1819393 | — | CONSULTANT | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
42 direct securities· $88.2M(100% of reported assets)
Uncategorized
$87.7M
41 holdings
Mutual Funds
$504K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2030 K | — | — | — | $10.6M | 12.5% | |
| Fidelity Investments Freedom 2035 K | — | — | — | $9.2M | 10.9% | |
| Hartford Funds Core Equity Fund R5 | — | — | — | $8.1M | 9.5% | |
| Fidelity Investments Freedom 2025 K | — | — | — | $7.0M | 8.2% | |
| Fidelity Investments Growth Company K6 Fund | — | — | — | $6.3M | 7.4% | |
| Fidelity Investments Freedom 2045 K | — | — | — | $5.9M | 7.0% | |
| Fidelity Investments Freedom 2040 K | — | — | — | $5.6M | 6.6% | |
| Fidelity Investments Freedom 2050 K | — | — | — | $4.6M | 5.4% | |
| Fidelity Investments Freedom 2020 K | — | — | — | $3.6M | 4.2% | |
| Separate investment account MassMutual Life Insurance Company Diversified SAGIC II | — | — | — | $3.6M | 4.2% | |
| Notes receivable from participants * Notes receivable from participants 4.25% to 9.50% with various maturity dates | — | — | — | $3.4M | 4.0% | |
| Participant Loans Participant Loans | — | — | — | $3.4M | 4.0% | |
| Fidelity Investments 500 Index Fund | — | — | — | $2.6M | 3.1% | |
| Fidelity Investments Freedom 2055 K | — | — | — | $2.5M | 3.0% | |
| Fidelity Investments Freedom 2060 K | — | — | — | $2.0M | 2.4% | |
| Western Asset Intermediate Bond Fund I | — | — | — | $1.1M | 1.2% | |
| Fidelity Investments Freedom 2015 K | — | — | — | $862K | 1.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund K | — | — | — | $853K | 1.0% | |
| JPMorgan Value Advantage Fund L | — | — | — | $804K | 0.9% | |
| Fidelity Investments Freedom 2065 K | — | — | — | $719K | 0.8% | |
| Fidelity Investments Balanced Fund K | — | — | — | $645K | 0.8% | |
| American Century Investments Mid Cap Value Fund R6 | — | — | — | $510K | 0.6% | |
| Neuberger Berman Large Cap Value Fund R6 | Mutual Funds | — | — | $504K | 0.6% | |
| Fidelity Investments Low Priced Stock Fund K | — | — | — | $502K | 0.6% | |
| American Funds Europacific Growth Fund R6 | — | — | — | $498K | 0.6% | |
| Eaton Vance Total Return Bond Fund I | — | — | — | $389K | 0.5% | |
| Royce Funds Small-Cap Opportunity Fund Institutional | — | — | — | $333K | 0.4% | |
| AllianceBernstein Small Cap Growth Fund I | — | — | — | $321K | 0.4% | |
| Fidelity Investments Freedom Income K | — | — | — | $258K | 0.3% | |
| American Century Investments Emerging Markets Fund R6 | — | — | — | $241K | 0.3% | |
| Calamos Investments International Growth Fund I | — | — | — | $225K | 0.3% | |
| Vanguard Group Inc. Small-Cap Value Index Fund Admiral | — | — | — | $211K | 0.2% | |
| Janus Investments High Yield Bond Fund T | — | — | — | $187K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $154K | 0.2% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $152K | 0.2% | |
| Fidelity Investments Freedom 2010 K | — | — | — | $130K | 0.2% | |
| Fidelity Investments Total International Index Fund | — | — | — | $109K | 0.1% | |
| Fidelity Investments Fidelity STIF | — | — | — | $104K | 0.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $40K | <0.1% | |
| Fidelity Investments Freedom 2070 K | — | — | — | $14K | <0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $13K | <0.1% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $4K | <0.1% |
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