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Original filing (PDF)20250714143524NAL0001165217001
PROFUSION INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
PROFUSION INDUSTRIES MARIETTA PLANT PENSION PLAN
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
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
- 73 bps in Schedule C fees — 153% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFUSION INDUSTRIES, LLC.
Plan sponsor
Name
PROFUSION INDUSTRIES, LLC
EIN
46-4864575
Address
822 KUMHO DR. · SUITE 202 · FAIRLAWN, OH · 44333
Phone
(330) 664-2110
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 26-4310632 | — | N/A | $66K | — |
| FIRST STATE TRUST CO | 13-3124172 | — | N/A | $14K | — |
| SIKICH CPA, LLC | 54-1172176 | — | N/A | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.