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Original filing (PDF)20251015143054NAL0009744322001
LEISTRITZ ADVANCED TECHNOLOGIES CORP.
Form 5500
FILING_RECEIVED
LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
23 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 60 bps in Schedule C fees — 108% 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 LEISTRITZ ADVANCED TECHNOLOGIES CORP..
Plan sponsor
Name
LEISTRITZ ADVANCED TECHNOLOGIES CORP.
EIN
59-3666147
Address
165 CHESTNUT STREET #1 · ALLENDALE, NJ · 07401
Phone
(336) 251-5992
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NC | NONE | $67K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $24K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $13K | — |
Investments
23 direct securities· $17.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index | — | — | $3.0M | $2.8M | 16.2% | |
| Ishares S&P 500 Growth ETF | — | — | $1.1M | $1.6M | 9.4% | |
| Ishares Edge MSCI USA Quality Factor ETF | — | — | $1.1M | $1.5M | 8.8% | |
| Ishares S&P 500 Value ETF | — | — | $1.3M | $1.5M | 8.6% | |
| Ishares Core Dividend Growth | — | — | $1.1M | $1.3M | 7.3% | |
| Ishares Core MSCI Emerging Market ETF | — | — | $1.2M | $1.0M | 5.9% | |
| JPMorgan Ultra-Short Income | — | — | $830K | $830K | 4.8% | |
| Ishares Inc MSCI Japan ETF | — | — | $707K | $770K | 4.5% | |
| Global iMGP DBi Managed Futures Strategy ETF | — | — | $787K | $749K | 4.4% | |
| Ishares Russell Midcap Growth ETF | — | — | $664K | $749K | 4.3% | |
| Global X MLP & Energy Infrastructure ETF | — | — | $415K | $520K | 3.0% | |
| Invesco Optimum Yield Diversified ETF | — | — | $613K | $508K | 3.0% | |
| Vanguard FTSE Europe Index ETF | — | — | $479K | $505K | 2.9% | |
| Vanguard Int Dividend Appreciation Index Fund | — | — | $465K | $503K | 2.9% | |
| Vanguard Real Estate ETF | — | — | $538K | $491K | 2.9% | |
| Ishares Core S&P 500 ETF | — | — | $272K | $376K | 2.2% | |
| Ishares Russell Midcap Value ETF | — | — | $220K | $249K | 1.4% | |
| Ishares Inc MSCI PAC Ex-Japan ETF | — | — | $256K | $245K | 1.4% | |
| Vanguard Short Term Bond Index | — | — | $226K | $217K | 1.3% | |
| Vanguard Short Term Corporate Bond Index | — | — | $227K | $216K | 1.3% | |
| Janus Henderson Mortgage Backed | — | — | $231K | $214K | 1.2% | |
| MSILF Government PTF Inst | — | — | $183K | $183K | 1.1% | |
| Fidelity Instl MM Funds Government | — | — | $145K | $145K | 0.8% |
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