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Original filing (PDF)20251015204407NAL0002988291001
THE OILGEAR COMPANY
Form 5500
FILING_RECEIVED
THE OILGEAR COMPANY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
99% in single holding~145 bps in Sched C fees
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
21 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Fidelity Institutional Asset Registered Investment Company Management Trust Company Texas Hydraulics - DAA T37144" is 99% of plan.
- 145 bps in Schedule C fees — 400% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OILGEAR COMPANY.
Plan sponsor
Name
THE OILGEAR COMPANY
EIN
39-0514580
Address
1424 INTERNATIONAL DRIVE · TRAVERSE CITY, MI · 496868751
Phone
(231) 944-7179
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
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROCKWAY, GERSBACH, ET. AL, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INST ASSET MGMT | 20-4659714 | — | INVEST ADVISORY | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST INST OPS | 04-2647786 | — | ADMIN FEES | $146K | — |
Investments
2 direct securities · 21 pooled funds· $23.5M(100% 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
$13.2M
2 holdings
Common Collective Trust
$10.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Institutional Asset Registered Investment Company Management Trust Company Texas Hydraulics - DAA T37144 | — | — | $13.7M | $13.1M | 99.0% | |
| FIAM 8-10 YEAR CORPORATE BOND COMMI FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $5.5M | 41.5% | |
| FIAM LONG CORPORATE COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 187 | Common Collective Trust | — | — | $2.3M | 17.1% | |
| SPARTAN 500 INDEX POOL A GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $804K | 6.1% | |
| SPARTAN WORLD MINIMUM VOLATILITY IN GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 016 | Common Collective Trust | — | — | $687K | 5.2% | |
| FIAM INTERNATIONAL GROWTH POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 017 | Common Collective Trust | — | — | $151K | 1.1% | |
| FIAM SELECT INTERNATIONAL POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 021 | Common Collective Trust | — | — | $150K | 1.1% | |
| Issuer Description of Investment Cost Value Investments at Fair Value * Fidelity Institutional Asset Registered Investment Company Management Trust Company FIMM Government Money Market | — | — | $131K | $131K | 1.0% | |
| FIAM EMERGING MARKETS COMMINGLED PO FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 032 | Common Collective Trust | — | — | $115K | 0.9% | |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $112K | 0.8% | |
| FIAM SMALL/MID CAP OPPORTUNITIES CO FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 210 | Common Collective Trust | — | — | $102K | 0.8% | |
| FIAM EMERGING MARKETS DEBT COMMINGL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $99K | 0.7% | |
| FIAM FLOATING RATE HI FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 058 | Common Collective Trust | — | — | $98K | 0.7% | |
| FIAM U.S. REAL ESTATE INVEST TR CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 005 | Common Collective Trust | — | — | $95K | 0.7% | |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 036 | Common Collective Trust | — | — | $49K | 0.4% | |
| FIAM SELECT CANADA POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 101 | Common Collective Trust | — | — | $40K | 0.3% | |
| FIAM GLOBAL LOW VOLATILITY EQUITY C FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INTERMEDIATE DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INT INFL PR IDX CP A FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM LONG DURATION CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 053 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL CAP CORE POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL/MID CAP CORE POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| SPARTAN COMMDITY IDX PL-A GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |