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Original filing (PDF)20250916114505NAL0001924081001
BATTLE MOTORS
Form 5500
FILING_RECEIVED
BATTLE MOTORS
401(k) retirement plan
Active participants
566
Accounts w/ balance
655
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
11 pooled trusts
Schedule D
18 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 BATTLE MOTORS.
Plan sponsor
Name
BATTLE MOTORS
EIN
86-1232286
Address
1951 REISER AVE SE · NEW PHILADELPHIA, OH · 44663
Phone
(330) 308-6700
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
2025-09-16
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Investments
9 direct securities · 11 pooled funds· $12.9M(100% 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.
Common Collective Trust
$8.2M
11 holdings
Uncategorized
$4.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $2.1M | 17.0% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.2M | 9.4% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $982K | 7.8% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $921K | 7.3% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $802K | 6.4% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $760K | 6.0% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $695K | 5.5% | |
| Harbor Cap App Ret Mutual fund | — | — | — | $635K | 5.0% | |
| Fidelity Sm Cap Index Mutual fund | — | — | — | $510K | 4.0% | |
| Fidelity International Index Mutual fund | — | — | — | $462K | 3.7% | |
| Participant loans Interest rates - 4.25% - 9.50% -0- | — | — | — | $317K | 2.5% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $272K | 2.2% | |
| LA TOTAL RETURN BP GREAT GRAY TRUST COMPANY · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $271K | 2.2% | |
| Galliard Stable Return C Collective investment trust fund | — | — | — | $248K | 2.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $248K | 2.0% | |
| DFA Emerging Markets Core Equity Mutual fund | — | — | — | $28K | 0.2% | |
| Pimco International Bond U.S. Dollar-Hedged I Mutual fund ** 481 Principal Diversified Real Estate Asset R6 Mutual fund | — | — | — | $19K | 0.2% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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