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Original filing (PDF)20251015085852NAL0008737650001
SMR AUTOMOTIVE SYSTEMS USA, INC.
Form 5500
FILING_RECEIVED
SMR AUTOMOTIVE SYSTEMS USA, INC. EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
1,079
Accounts w/ balance
1,300
Plan assets (EOY)
$66.2M
Net assets (EOY)
$66.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: SA JANUS BALANCED STRATEGY (SA5DZ) (extraction pending)]" is 46% of plan.
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 SMR AUTOMOTIVE SYSTEMS USA, INC..
Plan sponsor
Name
SMR AUTOMOTIVE SYSTEMS USA, INC.
EIN
38-2898513
Address
1855 BUSHA HWY · MARYSVILLE, MI · 48040
Phone
(810) 388-2390
Industry
Manufacturingsee 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
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)
3H · Sponsor in controlled / affiliated group
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | BROKER/ADVISER | $0 | — |
Investments
14 pooled funds· $40.5M(61% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | — | — | $18.5M | 28.0% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $8.2M | 12.5% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $3.0M | 4.5% | |
| EMPOWER AGGRESSIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 166 | Pooled Separate Account | — | — | $2.1M | 3.2% | |
| EMPOWER GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 167 | Pooled Separate Account | — | — | $2.1M | 3.1% | |
| EMPOWER BALANCED FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 168 | Pooled Separate Account | — | — | $1.5M | 2.3% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $1.4M | 2.1% | |
| CORE PLUS BOND I FUND (MANAGED BY R EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 827 | Pooled Separate Account | — | — | $933K | 1.4% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $591K | 0.9% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $589K | 0.9% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $571K | 0.9% | |
| EMPOWER INCOME & EQUITY FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 170 | Pooled Separate Account | — | — | $375K | 0.6% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $362K | 0.5% | |
| EMPOWER CONSERVATIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 169 | Pooled Separate Account | — | — | $261K | 0.4% |