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Original filing (PDF)20251011114647NAL0014262272001
NOVARES US ENGINE COMPONENTS, INC.
Form 5500
FILING_RECEIVED
NOVARES US ENGINE COMPONENTS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
475
Accounts w/ balance
828
Plan assets (EOY)
$57.5M
Net assets (EOY)
$57.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVARES US ENGINE COMPONENTS, INC..
Plan sponsor
Name
NOVARES US ENGINE COMPONENTS, INC.
EIN
39-1172503
Address
837 WALWORTH STREET · WALWORTH, WI · 53184
Phone
(262) 275-5791
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | ADVISOR | $112K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $7K | — |
| MAZARS US LLP | 13-1459550 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
33 direct securities · 1 pooled fund· $57.5M(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
$55.7M
33 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY | — | 246,970.338 | $6.0M | $10.0M | 17.3% | |
| FID 500 INDEX | — | 29,535.352 | $3.8M | $6.0M | 10.5% | |
| VANG TARGET RET 2030 | — | 86,480.07 | $3.1M | $3.3M | 5.7% | |
| VANG TARGET RET 2040 | — | 52,544.704 | $2.1M | $2.3M | 4.0% | |
| FID INTL INDEX | — | 47,249.698 | $2.1M | $2.2M | 3.9% | |
| VANG TARGET RET 2035 | — | 93,556.468 | $2.1M | $2.2M | 3.9% | |
| COL DIVIDEND INC I | — | 65,070.075 | $2.3M | $2.1M | 3.7% | |
| VANG TARGET RET 2050 | — | 42,893.275 | $1.9M | $2.1M | 3.7% | |
| FID MID CAP IDX | — | 58,265.183 | $1.4M | $2.0M | 3.4% | |
| VANG TARGET RET 2055 | — | 32,838.122 | $1.6M | $1.8M | 3.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | 1,750,965.03 | $1.8M | $1.8M | 3.0% | |
| JPM MID CAP GRTH I | — | 33,381.667 | $1.3M | $1.7M | 2.9% | |
| VANG TARGET RET 2045 | — | 54,553.477 | $1.5M | $1.6M | 2.8% | |
| FID US BOND IDX | — | 149,716.418 | $1.7M | $1.5M | 2.7% | |
| VANG TARGET RET 2025 | — | 80,198.924 | $1.5M | $1.5M | 2.6% | |
| FID INTL GROWTH | — | 67,370.048 | $1.2M | $1.3M | 2.3% | |
| VANG TARGET RET INC | — | 100,464.014 | $1.3M | $1.3M | 2.3% | |
| AF NEW WORLD R6 | — | 14,997.263 | $1.1M | $1.2M | 2.0% | |
| COL OVERSEAS VAL I | — | 109,608.762 | $1.2M | $1.2M | 2.0% | |
| VANG TARGET RET 2020 | — | 43,049.825 | $1.2M | $1.1M | 2.0% | |
| FID INTL SMALL CAP | — | 35,487.899 | $968K | $1.1M | 1.9% | |
| DODGE & COX INCOME I | — | 86,090.288 | $1.2M | $1.1M | 1.9% | |
| MFS MID CAP VALUE R3 | — | 32,629.18 | $879K | $996K | 1.7% | |
| PGIM GLB TOT RTN R6 | — | 175,703.47 | $1.1M | $891K | 1.5% | |
| FID WORLDWIDE | — | 25,441.531 | $714K | $885K | 1.5% | |
| VANG TARGET RET 2060 | — | 15,835.473 | $721K | $812K | 1.4% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $797K | 1.4% | |
| FID SM CAP IDX | — | 27,005.235 | $521K | $748K | 1.3% | |
| C&S REAL ESTATE A | — | 41,113.02 | $597K | $660K | 1.1% | |
| AM CENT SMCAP VAL R6 | — | 43,307.957 | $441K | $457K | 0.8% | |
| JPM SM CAP GRTH A | — | 18,144.628 | $293K | $322K | 0.6% | |
| FS MULTI STRAT ALT I | — | 28,024.277 | $309K | $312K | 0.5% | |
| VANG TARGET RET 2065 | — | 4,115.413 | $123K | $138K | 0.2% | |
| VANG TARGET RET 2070 | — | 1,521.506 | $39K | $41K | <0.1% |
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