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Original filing (PDF)20251008092447NAL0005619345001
FASTENING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
FASTENING SOLUTIONS, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
176
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FASTENING SOLUTIONS, INC..
Plan sponsor
Name
FASTENING SOLUTIONS, INC.
EIN
63-0400499
Address
3075 SELMA HIGHWAY · MONTGOMERY, AL · 36108
Phone
(334) 284-8300
Industry
Manufacturingsee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JACKSON THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY ADVISORS LLC | — | INDIANAPOLIS, IN | INVESTMENT ADVISOR | $48K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | — | KNOXVILLE, TN | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
25 direct securities· $25.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retire R6 | — | — | — | $4.9M | 19.4% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | — | $3.5M | 13.9% | |
| American Funds American Funds 2025 Target Date Retire R6 | — | — | — | $3.1M | 12.2% | |
| Vanguard 500 Index Admiral | — | — | — | $2.6M | 10.3% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | — | $2.4M | 9.5% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | — | $1.4M | 5.7% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $1.2M | 4.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $937K | 3.7% | |
| Vanguard FTSE All-Wld Ex-US INX Admiral | — | — | — | $832K | 3.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $685K | 2.7% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | — | $473K | 1.9% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond N | — | — | — | $421K | 1.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $380K | 1.5% | |
| Dimensional Fund Advisors DFA Enhanced US Large Company I | — | — | — | $356K | 1.4% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $335K | 1.3% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | — | $309K | 1.2% | |
| Empower Trust Company, LLC Key Guaranteed Portfolio Fund | — | — | — | $273K | 1.1% | |
| Marcquarie small Cap Core R6 | — | — | — | $264K | 1.1% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | — | $191K | 0.8% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $150K | 0.6% | |
| Vanguard International Growth Adm | — | — | — | $140K | 0.6% | |
| secured by participant account balance | — | — | — | $112K | 0.4% | |
| American Funds American Funds 2065 Target Date Retire R6 | — | — | — | $105K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $97K | 0.4% | |
| Artisan Partners Artisan Mid Cap Institutional | — | — | — | $90K | 0.4% |
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