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Original filing (PDF)20250820132051NAL0005686944001
LITHION BATTERY INC.
Form 5500
FILING_RECEIVED
LITHION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
288
Accounts w/ balance
139
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 84 bps in Schedule C fees — 62% above peer band of 52 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITHION BATTERY INC..
Plan sponsor
Name
LITHION BATTERY INC.
EIN
85-3189219
Address
1350 WIGWAM PARKWAY · HENDERSON, NV · 89074
Phone
(702) 843-0602
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
2025-08-20
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $23K | — |
Investments
20 direct securities· $5.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 I " | — | — | — | $864K | 16.4% | |
| T. Rowe Price Retirement 2030 I " | — | — | — | $781K | 14.8% | |
| T. Rowe Price Retirement 2025 I " | — | — | — | $645K | 12.2% | |
| Large Cap Growth Fund II Fee Class R1 " | — | — | — | $430K | 8.1% | |
| Fidelity Mid Cap Index " | — | — | — | $304K | 5.7% | |
| T. Rowe Price Retirement 2040 I " | — | — | — | $295K | 5.6% | |
| T. Rowe Price Retirement 2045 I " | — | — | — | $288K | 5.4% | |
| MassMutual Overseas I " | — | — | — | $238K | 4.5% | |
| T. Rowe Price Retirement 2020 I " | — | — | — | $237K | 4.5% | |
| T. Rowe Price Retirement 2015 I " | — | — | — | $170K | 3.2% | |
| Fidelity 500 Index " | — | — | — | $158K | 3.0% | |
| T. Rowe Price Retirement 2055 I " | — | — | — | $155K | 2.9% | |
| MassMutual Premier Small Cap Opps I " | — | — | — | $126K | 2.4% | |
| Fidelity Total Bond K6 " | — | — | — | $87K | 1.6% | |
| T. Rowe Price Retirement 2060 I " | — | — | — | $79K | 1.5% | |
| PIMCO Income Instl " | — | — | — | $61K | 1.2% | |
| T. Rowe Price Retirement 2050 I " | — | — | — | $52K | 1.0% | |
| American Funds Bond Fund of America R6 Mutual fund | — | — | — | $42K | 0.8% | |
| RPAG/Wilmington Large Cap Value Fd R1 " | — | — | — | $40K | 0.8% | |
| DFA Global Real Estate Securities I " | — | — | — | $19K | 0.4% |
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