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Original filing (PDF)20251008113219NAL0003234803001
TRIMAS CORPORATION
Form 5500
FILING_RECEIVED
TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 2
~150 bps in Sched C fees7 service providers
Active participants
99
Accounts w/ balance
—
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 150 bps in Schedule C fees — 416% above peer band of 29 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 AVE STE 200 · BLOOMFIELD HILLS, MI · 483045096
Phone
(248) 631-5450
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
043
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LCC | 92-1819393 | — | INVESTMENT ADVISOR | $18K | — |
| SLCMGMT COLLECTIVE INVESTMENT TRUST | 88-6273075 | — | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC (NJ) | 22-2232264 | — | CONTRACT ADMINISTRATOR | $53K | — |
| MILLIMAN | 91-0675641 | — | CONTRACT ADMINISTRATOR | $36K | — |
| DELAWARE CHARTER GUARANTEE & TRUST | 51-0099493 | — | CONTRACT ADMINISTRATOR | $16K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $20K | — |
Investments
7 direct securities · 2 pooled funds· $10.5M(98% 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
$5.0M
2 holdings
Uncategorized
$4.8M
6 holdings
Mutual Funds
$641K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SLC MANAGEMENT LONG CREDIT CIT GLOBAL TRUST COMPANY · EIN 88-6273075 / PN 002 | Common Collective Trust | — | $2.5M | $2.6M | 23.8% | |
| SLC MANAGEMENT LONG STRIPS CIT GLOBAL TRUST COMPANY · EIN 88-6273075 / PN 003 | Common Collective Trust | — | $2.5M | $2.5M | 22.9% | |
| Vanguard Group Inc. Growth Index Admiral Fund | — | — | $1.0M | $1.3M | 11.8% | |
| Vanguard Group Inc. Value Index Admiral Fund | — | — | $1.0M | $1.1M | 10.5% | |
| Vanguard Group Inc. Small Cap Value Index Admiral Fund | — | — | $692K | $759K | 7.1% | |
| Vanguard Group Inc. Developed Markets Index Admiral Fund | Mutual Funds | — | $649K | $641K | 6.0% | |
| Vanguard Group Inc. Emerging Markets Stock Index Admiral Fund | — | — | $606K | $633K | 5.9% | |
| Vanguard Group Inc. Small Cap Growth Index Admiral Fund | — | — | $529K | $612K | 5.7% | |
| Cash and cash equivalents * Principal Bank Principal Deposit Sweep Program | — | — | $461K | $461K | 4.3% |