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Original filing (PDF)20251008125217NAL0003016227001
ADVANCED VEHICLE ASSEMBLIES LLC
Form 5500
FILING_RECEIVED
GLOBAL AUTOMOTIVE SYSTEMS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
376
Accounts w/ balance
471
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED VEHICLE ASSEMBLIES LLC.
Plan sponsor
Name
ADVANCED VEHICLE ASSEMBLIES LLC
EIN
86-2730587
Address
2917 WATERVIEW DRIVE · ROCHESTER HILLS, MI · 48309
Phone
(248) 550-0904
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YEO AND YEO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & CO INC | 38-2117812 | — | ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YEO & YEO PC | 38-2706146 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
35 direct securities · 1 pooled fund· $18.3M(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.
Uncategorized
$17.1M
33 holdings
Pooled Separate Accounts
$499K
1 holding
Pooled Separate Account
$499K
1 holding
Mutual Funds
$269K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price TRP Retirement 2030 | — | — | — | $3.1M | 17.5% | |
| Fidelity FID Contrafund K6 | — | — | — | $2.1M | 11.9% | |
| T. Rowe Price TRP Retirement 2040 | — | — | — | $1.0M | 5.9% | |
| T. Rowe Price TRP Retirement 2035 | — | — | — | $1.0M | 5.7% | |
| T. Rowe Price TRP Retirement 2045 | — | — | — | $875K | 4.9% | |
| T. Rowe Price TRP Retirement 2055 | — | — | — | $865K | 4.8% | |
| T. Rowe Price TRP Retirement 2050 | — | — | — | $833K | 4.7% | |
| T. Rowe Price TRP Retirement 2025 | — | — | — | $718K | 4.0% | |
| Eagle Asset Management Crln E Mid Cap Gr R6 | — | — | — | $708K | 4.0% | |
| T. Rowe Price TRP Mid Cap Value | — | — | — | $624K | 3.5% | |
| Victory Capital Victory S Sm Co Op I | — | — | — | $611K | 3.4% | |
| American Funds AF Europac Growth R5 | — | — | — | $611K | 3.4% | |
| American Funds AF Wash Mutual R5 | — | — | — | $611K | 3.4% | |
| Fidelity FID 500 Index | — | — | — | $542K | 3.0% | |
| T. Rowe Price TRP Retirement 2020 | — | — | — | $508K | 2.8% | |
| New York Life Insurance Company NYL Anchor Account | Pooled Separate Accounts | — | — | $499K | 2.8% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $499K | 2.8% | |
| T. Rowe Price TRP Intl Discovery | — | — | — | $334K | 1.9% | |
| American Funds AF Balanced R5 | — | — | — | $333K | 1.9% | |
| Fidelity FID Mid Cap Idx | — | — | — | $291K | 1.6% | |
| Franklin Templeton Investments Putnam Sm Cap Gr R6 | Mutual Funds | — | — | $269K | 1.5% | |
| T. Rowe Price TRP Retirement 2060 | — | — | — | $226K | 1.3% | |
| PIMCO Income Inst | — | — | — | $224K | 1.3% | |
| PIMCO PIM Total Rt Inst | — | — | — | $173K | 1.0% | |
| Participant loans Interest rates range from 4.25% to 9.5% -0- | — | — | — | $163K | 0.9% | |
| Columbia Threadneedle Investments Col Overseas Val I3 | — | — | — | $95K | 0.5% | |
| Lord Abbett & Co. Ld Abt Sh Drtn Inc I | — | — | — | $87K | 0.5% | |
| American Funds AF New Perspect R5 | — | — | — | $85K | 0.5% | |
| Vanguard Vang Gnma Adm | — | — | — | $72K | 0.4% | |
| Dodge & Cox Dodge & Cox Glb Bd I | — | — | — | $62K | 0.3% | |
| T. Rowe Price TRP Retirement 2010 | — | — | — | $31K | 0.2% | |
| T. Rowe Price TRP Retirement 2005 | — | — | — | $16K | <0.1% | |
| Fidelity Money market | — | — | — | $12K | <0.1% | |
| T. Rowe Price TRP Retire Bal | — | — | — | $11K | <0.1% | |
| T. Rowe Price TRP Retirement 2015 | — | — | — | $11K | <0.1% | |
| Fidelity FID Sm Cap Idx | — | — | — | $3K | <0.1% |