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Original filing (PDF)20251015134703NAL0002390867001
MARELLI NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
MARELLI NORTH AMERICA, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 2
82% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
—
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
22 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Current" is 82% of plan.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARELLI NORTH AMERICA, INC..
Plan sponsor
Name
MARELLI NORTH AMERICA, INC.
EIN
62-1151687
Address
ONE CALSONIC WAY · SHELBYVILLE, TN · 37160
Phone
(931) 680-6446
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
2025-10-15
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INST ASSET MGMT TRUST CO | 20-4659714 | — | INVESTMENT MANAGEMENT | $5K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MGMT TRUST CO | 04-3532603 | — | ACTUARY AND TRUSTEE | $50K | — |
Investments
5 direct securities · 22 pooled funds· $56.6M(94% 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.
Uncategorized
$41.6M
5 holdings
Common Collective Trust
$15.1M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Current | — | — | $61.3M | $34.0M | 56.4% | |
| FIAM LONG U.S. TREASURY STRIPS FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 120 | Common Collective Trust | — | — | $7.6M | 12.6% | |
| SPARTAN 500 INDEX POOL A GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $7.3M | 12.1% | |
| (Loss) | — | — | $5.3M | $5.4M | 9.0% | |
| Date | — | — | — | $1.4M | 2.4% | |
| Value of Asseton Transaction$ $ | — | — | — | $357K | 0.6% | |
| Net Gain $ (h) | — | — | — | $355K | 0.6% | |
| INST CASH COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $163K | 0.3% | |
| FIAM LONG CORPORATE COMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 187 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM LONG DURATION CIT FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM GLOBAL LOW VOLATILITY EQUITY C FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INTERNATIONAL GROWTH POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM U.S. REAL ESTATE INVEST TR CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM EMERGING MARKETS DEBT COMINGLE FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT CANADA POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 101 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT INTERNATIONAL POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 105 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL/MID CAP CORE POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SMALL CAP CORE POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| SPARTAN COMMODITY INX PL - A GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM FLOATING RATE HI FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 058 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM HIGH YIELD BOND COMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INT INFL PR IDX CP A FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM 8-10 YEAR CORPORATE BOND COMIN FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERMEDIATE DURATION FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 032 | Common Collective Trust | — | — | $0 | <0.1% |