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Original filing (PDF)20250925153949NAL0019798962001
SEKISUI VOLTEK, LLC
Form 5500
FILING_RECEIVED
SEKISUI VOLTEK, LLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~100 bps in Sched C fees
Active participants
69
Accounts w/ balance
—
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
75
Participation health
100
Knocking points off
- 100 bps in Schedule C fees — 246% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEKISUI VOLTEK, LLC.
Plan sponsor
Name
SEKISUI VOLTEK, LLC
EIN
52-2436357
Address
17 ALLEN AVENUE #1700 · COLDWATER, MI · 49036
Phone
(978) 685-2557
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
2025-09-25
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $234K | — |
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | NONE | $94K | — |
Investments
1 direct security · 15 pooled funds· $32.8M(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.
Pooled Separate Account
$32.1M
15 holdings
Uncategorized
$661K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $7.7M | $8.2M | 25.0% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1.9M | $4.2M | 12.7% | |
| NORTHERN BOND INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $3.2M | $3.3M | 9.9% | |
| MASSMUTUAL OVERSEAS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $1.7M | $2.5M | 7.6% | |
| MM S&P 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $1.0M | $2.3M | 7.1% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $2.0M | $2.0M | 6.0% | |
| MASSMUTUAL DIVERSIFIED VALUE I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $897K | $1.9M | 5.9% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1.1M | $1.7M | 5.1% | |
| PIMCO ALL ASSET AUTHORITY A PIMCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $1.4M | $1.6M | 4.9% | |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $910K | $1.6M | 4.9% | |
| INVESCO REAL ESTATE R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1.2M | $1.5M | 4.7% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $326K | $663K | 2.0% | |
| MassMutual Select Small Cap Growth | — | — | $334K | $661K | 2.0% | |
| MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $704K | $661K | 2.0% | |
| MASSMUTUAL SMALL CAP VAL EQ I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DISCIPLINED VALUE I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |