Original filing (PDF)20251015060932NAL0001928403001

STEFANINI

Name: STEFANINI — STEFANINI RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: STEFANINI

Form 5500

FILING_RECEIVED

STEFANINI RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

977

Accounts w/ balance

1,455

Plan assets (EOY)

$69.7M

Net assets (EOY)

$69.7M

How this plan invests

This plan

36 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEFANINI.

Plan sponsor

Name

STEFANINI

EIN

38-2774613

Address

27100 WEST 11 MILE ROAD · TOWER 100 · SOUTHFIELD, MI · 480342246

Phone

(248) 263-3643

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$78K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA N.A.	13-5674085	—	INVESTMENT ADVISORY PLAN	$50K	—

Investments

36 direct securities· $69.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity	—	—	—	$8.7M	12.5%
Fidelity	—	—	—	$8.5M	12.1%
Fidelity	—	—	—	$7.3M	10.5%
JPMorgan	—	—	—	$6.9M	9.9%
Fidelity	—	—	—	$4.6M	6.6%
Fidelity	—	—	—	$4.5M	6.5%
Fidelity	—	—	—	$3.6M	5.2%
Transamerica	—	—	—	$2.9M	4.1%
Vangaurd	—	—	—	$2.5M	3.6%
Fidelity	—	—	—	$2.4M	3.4%
Fidelity	—	—	—	$2.0M	2.9%
Allspring	—	—	—	$1.9M	2.7%
Franklin	—	—	—	$1.7M	2.4%
Fidelity	—	—	—	$1.5M	2.2%
Fidelity	—	—	—	$1.4M	2.1%
MFS	—	—	—	$1.3M	1.8%
Fidelity	—	—	—	$963K	1.4%
Fidelity	—	—	—	$940K	1.3%
Participant Loans	—	—	—	$865K	1.2%
American Funds	—	—	—	$788K	1.1%
Fidelity	—	—	—	$780K	1.1%
Vangaurd	—	—	—	$767K	1.1%
Undiscovered Mgrs	—	—	—	$536K	0.8%
Vanguard	—	—	—	$490K	0.7%
Fidelity	—	—	—	$339K	0.5%
Fidelity	—	—	—	$312K	0.4%
Fidelity	—	—	—	$285K	0.4%
Fidelity	—	—	—	$271K	0.4%
Vanguard	—	—	—	$250K	0.4%
Vanguard	—	—	—	$201K	0.3%
Vanguard	—	—	—	$69K	<0.1%
Vanguard	—	—	—	$66K	<0.1%
Vanguard	—	—	—	$44K	<0.1%
Fidelity	—	—	—	$31K	<0.1%
Fidelity	—	—	—	$14K	<0.1%
Fidelity	—	—	—	$4K	<0.1%