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Original filing (PDF)20250905141108NAL0028956096001
DELFINGEN US, INC.
Form 5500
FILING_RECEIVED
DELFINGEN US, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
282
Accounts w/ balance
252
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELFINGEN US, INC..
Plan sponsor
Name
DELFINGEN US, INC.
EIN
38-3082329
Address
3985 W HAMLIN RD. · ROCHESTER HILLS, MI · 48309
Phone
(248) 230-3500
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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $39K | — |
Investments
15 direct securities · 1 pooled fund· $9.5M(94% 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.
Uncategorized
$7.4M
15 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 20.3% | |
| Janus Henderson Balanced Fund N | — | — | — | $2.0M | 19.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.1M | 10.5% | |
| Schwab Fundamental US Large Co Fund Instl | — | — | — | $665K | 6.6% | |
| American Funds American Mutual Fund Class R6 | — | — | — | $608K | 6.0% | |
| Champlain Mid Cap Fund | — | — | — | $523K | 5.2% | |
| PIMCO Income Fund P | — | — | — | $473K | 4.7% | |
| BlackRock Tactical Opportunities Fund lnstl | — | — | — | $318K | 3.1% | |
| Matrix Trust Company T. Rowe Price Health Sciences Fund | — | — | — | $307K | 3.0% | |
| American Funds Small Cap World Fund Class R6 | — | — | — | $276K | 2.7% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $254K | 2.5% | |
| Tweedy Browne Global Value Fund | — | — | — | $252K | 2.5% | |
| Natixis Vaughan Nelson Small Cap Fund | — | — | — | $215K | 2.1% | |
| American Funds Small Cap Growth Fund Class R6 | — | — | — | $207K | 2.0% | |
| Participants Participant notes receivable bearing interest at rates varying from 4.25 to 9.50 percent - | — | — | — | $174K | 1.7% | |
| T. Rowe Price Real Assets Fund | — | — | — | $95K | 0.9% |
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