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Original filing (PDF)20250917113335NAL0000561794001
LIBRA INDUSTRIES
Form 5500
FILING_RECEIVED
LIBRA INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
295
Accounts w/ balance
250
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBRA INDUSTRIES.
Plan sponsor
Name
LIBRA INDUSTRIES
EIN
83-4658575
Address
7770 DIVISION DRIVE · MENTOR, OH · 44060
Phone
(440) 974-7770
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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
26 direct securities · 1 pooled fund· $36.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.2M
26 holdings
Pooled Separate Account
$16.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.7M | 82.5% | |
| SStr Target Retire 2030 K Registered Investment Company | — | — | — | $2.7M | 13.5% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $2.1M | 10.3% | |
| SStr Target Retire 2035 K Registered Investment Company | — | — | — | $2.1M | 10.2% | |
| SStr S&P 500 Index NL Fd N Common Collective Trust | — | — | — | $1.9M | 9.4% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $1.5M | 7.3% | |
| SStr Target Retire 2025 K Registered Investment Company | — | — | — | $1.2M | 5.9% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $1.0M | 5.1% | |
| PIMCO StocksPLUS Intl F Ins Registered Investment Company | — | — | — | $994K | 4.9% | |
| SStr Target Retire 2045 K Registered Investment Company | — | — | — | $929K | 4.6% | |
| SStr Target Retire 2040 K Registered Investment Company | — | — | — | $828K | 4.1% | |
| SStr Target Retire 2050 K Registered Investment Company | — | — | — | $740K | 3.7% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $721K | 3.6% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $490K | 2.4% | |
| BlackRock Mid-Cap Grw Eq Por K Registered Investment Company | — | — | — | $433K | 2.1% | |
| (Held at End of Year) LIBRA INDUSTRIES 401(K) PLAN EIN#31-0293030 Plan# 001 * VY TRwPr Cap Apprec Port R6 Registered Investment Company | — | — | — | $391K | 1.9% | |
| SStr Target Retire 2055 K Registered Investment Company | — | — | — | $322K | 1.6% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $278K | 1.4% | |
| SStr Target Retire 2020 K Registered Investment Company | — | — | — | $272K | 1.3% | |
| SStr Target Retire 2060 K Registered Investment Company | — | — | — | $262K | 1.3% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $247K | 1.2% | |
| American Funds Bond Fd Am R6 Registered Investment Company | — | — | — | $246K | 1.2% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | — | — | — | $167K | 0.8% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $144K | 0.7% | |
| StateSt Trgt Retirement K Registered Investment Company | — | — | — | $112K | 0.6% | |
| St Str Target Retire 2065 F K Registered Investment Company | — | — | — | $100K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $84K | 0.4% |
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