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Original filing (PDF)20251015141736NAL0002434787001
KEY SAFETY SYSTEMS, INC.
Form 5500
FILING_RECEIVED
KEY SAFETY SYSTEMS, INC. KNOXVILLE PENSION PLAN
Defined-benefit pension plan
Signals · 2
39% in single holding~114 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
81
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "PIMCO Long Term Credit Bond Ins Mutual fund" is 39% of plan.
- 114 bps in Schedule C fees — 294% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEY SAFETY SYSTEMS, INC..
Plan sponsor
Name
KEY SAFETY SYSTEMS, INC.
EIN
59-3468917
Address
2500 INNOVATION DRIVE · AUBURN HILLS, MI · 48326
Phone
(586) 726-3800
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
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $72K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $21K | — |
| MMA SECURITIES, LLC | 22-3570392 | — | NONE | $15K | — |
| CLARK SCHAEFER HACKETT | 31-0800053 | — | NONE | $9K | — |
Investments
12 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Ins Mutual fund | — | — | $6.0M | $4.4M | 43.2% | |
| Fidelity Total Market Index FA I Mutual fund | — | — | $643K | $1.2M | 11.3% | |
| WT Europacific Growth Trust CL R1 Mutual fund | — | — | $996K | $1.1M | 10.7% | |
| Blackrock Total Return Bond Fund Class 6 Mutual fund | — | — | $750K | $769K | 7.5% | |
| Net Gain/ (h) Fair | — | — | — | $750K | 7.3% | |
| Key Safety Systems, Inc. Knoxville Pension Plan- - (d) | — | — | — | $747K | 7.3% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | $305K | $493K | 4.8% | |
| Janus Henderson Venture N Mutual fund | — | — | $444K | $470K | 4.6% | |
| Vanguard Equity Income Adm Mutual fund | — | — | $395K | $451K | 4.4% | |
| Wells Fargo/Allspring Spec S/C Value Inst Mutual fund | — | — | $376K | $447K | 4.4% | |
| Cohen & Steers Real Estate A Mutual fund | — | — | $394K | $423K | 4.1% | |
| Blackrock Short-Term Invest Fund A S1 Money market fund | — | — | $178K | $178K | 1.7% |