Back to filter
Original filing (PDF)20251015150058NAL0009907602001
MAHLE INDUSTRIES, INCORPORATED
Form 5500
FILING_RECEIVED
MAHLE 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
4,619
Accounts w/ balance
5,912
Plan assets (EOY)
$653.6M
Net assets (EOY)
$653.6M
How this plan invests
This plan
22 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 10 bps in Schedule C fees — 73% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAHLE INDUSTRIES, INCORPORATED.
Plan sponsor
Name
MAHLE INDUSTRIES, INCORPORATED
EIN
58-2431334
Address
23030 MAHLE DRIVE · FARMINGTON HILLS, MI · 48335
Phone
(248) 735-3456
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2U · Association Retirement Plan
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $482K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | OTHER SERVICES | $84K | — |
| PLANT MORAN PLLC | 33-1498605 | — | CONSULTING | $36K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
8 direct securities · 22 pooled funds· $696.0M(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
$517.7M
21 holdings
Uncategorized
$106.5M
8 holdings
Pooled Separate Account
$71.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WINSLOW LARGE CAP C SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $74.5M | 11.4% | |
| MASS MUTUAL STABLE VALUE DIVERSIFIE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $71.8M | 11.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $68.8M | 10.5% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $66.1M | 10.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.5M | 7.9% | |
| Fidelity SPARTAN EXTENDED MARKET INDEX POOL CLASS C | — | — | — | $35.7M | 5.5% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $35.7M | 5.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $32.5M | 5.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.5M | 4.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $26.9M | 4.1% | |
| Fidelity DODGE & COX STOCK FUND CLASS X | — | — | — | $25.9M | 4.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.7M | 3.0% | |
| TRP NEW HORIZONS A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $19.3M | 3.0% | |
| Fidelity Self-directed brokerage account investments | — | — | — | $17.9M | 2.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.6M | 2.7% | |
| RT GQG INTL EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $16.9M | 2.6% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.4M | 2.0% | |
| percent - | — | — | — | $10.7M | 1.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.7M | 1.2% | |
| Fidelity FIDELITY® U.S. BOND INDEX FUND | — | — | — | $7.4M | 1.1% | |
| Fidelity SPARTAN GLOBAL EX US INDEX CLASS C | — | — | — | $6.7M | 1.0% | |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $6.7M | 1.0% | |
| CT SM CAP VAL II 2 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 167 | Common Collective Trust | — | — | $4.7M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.5% | |
| Fidelity VANGUARD REIT INDEX FUND ADMIRAL SHARES | — | — | — | $1.4M | 0.2% | |
| Fidelity VANGUARD GLOBAL ESG SELECT STOCK FUND ADMIRAL | — | — | — | $757K | 0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $554K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $512K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
YAZAKI NORTH AMERICA, INC.
YAZAKI EMPLOYEE SAVINGS AND RETIREMENT PLAN
$676.6M · 1,913 participants
AUTOLIV ASP, INC
AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN
$686.8M · 3,908 participants
VALEO NORTH AMERICA, INC.
VALEO, INC RETIREMENT SAVINGS PLAN
$619.1M · 3,485 participants
SKF USA INC.
PENSION PLAN FOR EMPLOYEES OF SKF USA INC.
$613.5M · 885 participants
AMERICAN AXLE & MANUFACTURING, INC.
AMERICAN AXLE & MANUFACTURING, INC. SALARIED SAVINGS PLAN
$707.5M · 1,857 participants
VISTEON CORPORATION
VISTEON INVESTMENT PLAN
$590.7M · 263 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants