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Original filing (PDF)20251010125452NAL0018596498001
FLOW CONTROL ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
FLOW CONTROL ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
711
Accounts w/ balance
851
Plan assets (EOY)
$72.4M
Net assets (EOY)
$72.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
35 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
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOW CONTROL ENTERPRISES, INC..
Plan sponsor
Name
FLOW CONTROL ENTERPRISES, INC.
EIN
46-1567878
Address
11451 BELCHER ROAD SOUTH · LARGO, FL · 33773
Phone
(727) 447-6140
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
2025-10-10
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
ERNST AND YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $32K | — |
| CETERA ADVISORS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $427 | — |
Investments
23 direct securities · 12 pooled funds· $72.4M(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.
Common Collective Trust
$47.0M
12 holdings
Uncategorized
$25.4M
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares of registered investment company | — | — | — | $8.7M | 12.0% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $8.2M | 11.3% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $6.9M | 9.5% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $6.6M | 9.1% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $5.8M | 8.0% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.5M | 6.3% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $3.7M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.6M | 5.0% | |
| Vanguard US Growth Fund Admiral Shares of registered investment company | — | — | — | $3.4M | 4.7% | |
| PUTNAM RETIREMENT ADVNTGE TRST MAT PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.0M | 4.2% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $2.2M | 3.0% | |
| Columbia Seligman Global Technology Fund; Class A Shares of registered investment company | — | — | — | $1.3M | 1.9% | |
| Vanguard Wellington Fund Admiral Shares of registered investment company | — | — | — | $1.2M | 1.7% | |
| JPMorgan Large Cap Growth Fund; Class R6 Shares of registered investment company | — | — | — | $1.2M | 1.6% | |
| Allspring Core Plus Bond Fund; Class R6 Shares of registered investment company | — | — | — | $1.1M | 1.6% | |
| PUTNAM LARGE CAP VALUE TRUST II CLA GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| Federated Hermes MDT Mid Cap Growth Fund; Class A Shares of registered investment company | — | — | — | $865K | 1.2% | |
| MFS International Diversification Fund; Class R6 Shares of registered investment company | — | — | — | $786K | 1.1% | |
| Varying maturity dates with interest rates *Loans to participants ranging from 4.25% to 9.50% | — | — | — | $707K | 1.0% | |
| American Century Small Cap Growth Fund; Class R6 Shares of registered investment company | — | — | — | $706K | 1.0% | |
| American Funds New World Fund; Class R6 Shares of registered investment company | — | — | — | $699K | 1.0% | |
| MFS New Discovery Value Fund; Class R6 Shares of registered investment company | — | — | — | $573K | 0.8% | |
| Fidelity Inflation-Protected Bond Index Fund Shares of registered investment company | — | — | — | $555K | 0.8% | |
| Dodge & Cox Global Bond Fund; Class I Shares of registered investment company | — | — | — | $491K | 0.7% | |
| Heartland Mid Cap Value Fund; Institutional Class Shares of registered investment company | — | — | — | $441K | 0.6% | |
| Blackrock High Yield Portfolio; Institutional Shares of registered investment company | — | — | — | $428K | 0.6% | |
| Putnam Core Equity Fund; Class R6 Shares of registered investment company | — | — | — | $391K | 0.5% | |
| Northern Mid Cap Index Fund Shares of registered investment company | — | — | — | $382K | 0.5% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2065 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $336K | 0.5% | |
| Vanguard Health Care Fund Admiral Shares of registered investment company | — | — | — | $325K | 0.4% | |
| Baron Real Estate Fund; Class R6 Shares of registered investment company | — | — | — | $314K | 0.4% | |
| Fidelity Advisor Energy Fund; Class Z Shares of registered investment company | — | — | — | $254K | 0.4% | |
| Macquarie Small Cap Core R6 Shares of registered investment company | — | — | — | $241K | 0.3% | |
| DWS Enhanced Commodity Strategy Fund; Class R6 Shares of registered investment company | — | — | — | $239K | 0.3% |