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Original filing (PDF)20251015130903NAL0004630817001
ABRASIVE-FORM, LLC
Form 5500
FILING_RECEIVED
ABRASIVE-FORM, LLC SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
186
Accounts w/ balance
111
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Alliance Bernstein AB US Large Cap Growth" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABRASIVE-FORM, LLC.
Plan sponsor
Name
ABRASIVE-FORM, LLC
EIN
47-5282271
Address
454 SCOTT DRIVE · BLOOMINGDALE, IL · 60108
Phone
(630) 893-7800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
22 direct securities · 1 pooled fund· $7.8M(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
$7.1M
21 holdings
Mutual Funds
$688K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alliance Bernstein AB US Large Cap Growth | — | — | — | $2.2M | 28.6% | |
| Collective Trusts Putnam Investments Putnam Large Cap Value Trust | — | — | — | $1.3M | 16.7% | |
| JP Morgan JP Morgan U.S. Government Money Market ** 883 PIMCO Investments PIMCO Income Fund | — | — | — | $922K | 11.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $688K | 8.9% | |
| MFS Investment Management MFS International Diversification Fund | — | — | — | $578K | 7.5% | |
| Stable Value Collective Trusts Putnam Investments Putnam Stable Value Fund | — | — | — | $369K | 4.8% | |
| Invesco Discovery R6 | — | — | — | $285K | 3.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $285K | 3.7% | |
| John Hancock John Hancock Core Plus Fixed Income Plus | — | — | — | $228K | 2.9% | |
| Participant loans Interest rates from 5.25% to 10.50% -0- | — | — | — | $194K | 2.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 | — | — | — | $167K | 2.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income Fund | — | — | — | $135K | 1.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 | — | — | — | $91K | 1.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 | — | — | — | $75K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 ** 638 The Vanguard Group, Inc. Vanguard Target Retirement 2055 | — | — | — | $64K | 0.8% | |
| BlackRock Mid-Cap Growth | — | — | — | $61K | 0.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 | — | — | — | $46K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $38K | 0.5% | |
| Fidelity Investments Fidelity Total International Index | — | — | — | $6K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 | — | — | — | $5K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 | — | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
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