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Original filing (PDF)20250924115604NAL0002998899001
FIAMM TECHNOLOGIES L.L.C.
Form 5500
FILING_RECEIVED
FIAMM TECHNOLOGIES L.L.C 401(K) PLAN
401(k) retirement plan
Active participants
186
Accounts w/ balance
223
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIAMM TECHNOLOGIES L.L.C..
Plan sponsor
Name
FIAMM TECHNOLOGIES L.L.C.
EIN
52-1708143
Address
1550 LEESON AVENUE · CADILLAC, MI · 49601
Phone
(231) 779-3515
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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $28K | — |
Investments
28 direct securities · 1 pooled fund· $15.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.9M
27 holdings
Common Collective Trust
$1.1M
1 holding
Mutual Funds
$283K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Funds Mid-Cap Growth Equity Inv A | — | — | — | $1.7M | 11.3% | |
| Vanguard Funds 500 Index Fund Admiral | — | — | — | $1.4M | 9.3% | |
| JPMorgan Funds Large Cap Growth Fund R5 | — | — | — | $1.2M | 7.6% | |
| RT NY LIFE AA CL 65 RELIANCE TRUST COMPANY · EIN 45-6350416 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| Fidelity Funds Freedom 2030 Fund | — | — | — | $1.0M | 6.9% | |
| John Hancock Funds Income Fund Class I | — | — | — | $950K | 6.2% | |
| Delaware Funds Ivy Science and Technology Fund I | — | — | — | $927K | 6.1% | |
| John Hancock Funds Disciplined Value Mid Cap I | — | — | — | $790K | 5.2% | |
| Neuberger Berman Funds Large Cap Value Fund | — | — | — | $774K | 5.1% | |
| JPMorgan Funds Core Bond Plus I | — | — | — | $766K | 5.0% | |
| American Funds EuroPacific Growth R4 | — | — | — | $698K | 4.6% | |
| Victory Funds Small Company Opportunity Fund I | — | — | — | $458K | 3.0% | |
| Fidelity Funds Freedom 2040 Fund | — | — | — | $365K | 2.4% | |
| Invesco Funds Developing Markets Fund Y | — | — | — | $362K | 2.4% | |
| Calamos Funds International Growth I | — | — | — | $348K | 2.3% | |
| Virtus Funds Real Estate Securities Fund I | — | — | — | $338K | 2.2% | |
| Fidelity Funds Freedom 2045 Fund | — | — | — | $337K | 2.2% | |
| Putnam Small Cap Growth Fund Y | — | — | — | $324K | 2.1% | |
| American Funds American Balanced Fund R4 | Mutual Funds | — | — | $283K | 1.9% | |
| with various maturity dates through November 26, 2029 | — | — | — | $281K | 1.8% | |
| Fidelity Funds Freedom 2010 Fund ** 407 * Fidelity Funds Freedom 2020 Fund | — | — | — | $265K | 1.7% | |
| Fidelity Funds Freedom 2055 Fund | — | — | — | $172K | 1.1% | |
| Fidelity Funds Freedom 2050 Fund | — | — | — | $167K | 1.1% | |
| Fidelity Funds Freedom 2035 Fund | — | — | — | $68K | 0.4% | |
| Fidelity Funds Freedom 2060 Fund | — | — | — | $64K | 0.4% | |
| Fidelity Funds Freedom 2025 Fund | — | — | — | $61K | 0.4% | |
| Fidelity Funds Freedom 2065 Fund | — | — | — | $49K | 0.3% | |
| Fidelity Funds Freedom Income Fund | — | — | — | $5K | <0.1% | |
| Fidelity Funds Freedom 2070 Fund | — | — | — | $1K | <0.1% |
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