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Original filing (PDF)20251013124341NAL0000607043001
VIAM MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
VIAM 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
184
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIAM MANUFACTURING, INC..
Plan sponsor
Name
VIAM MANUFACTURING, INC.
EIN
95-3846442
Address
87 PARK TOWER · MANCHESTER, TN · 373556464
Phone
(931) 461-2300
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY DBA MATRIX TRUST C | 75-3182674 | — | CUSTODIAN/RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | INVESTMENT ADVISOR | $30K | — |
Investments
22 direct securities · 13 pooled funds· $17.4M(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
$10.6M
22 holdings
Common Collective Trust
$6.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENTTRACK MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $2.4M | 14.0% | |
| RETIREMENTTRACK MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $2.0M | 11.7% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $1.4M | 8.3% | |
| AUL Stable Value Account Series A | — | — | — | $1.4M | 7.9% | |
| RETIREMENTTRACK MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| American Funds American Balance R6 | — | — | — | $1.2M | 6.9% | |
| Victory Sycamore Established Value R6 | — | — | — | $1.1M | 6.3% | |
| American Funds American Mutual R6 | — | — | — | $903K | 5.3% | |
| BlackRock Mid-Cap Growth Equity | — | — | — | $814K | 4.8% | |
| RETIREMENTTRACK MODERATE RET FD CL WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $724K | 4.3% | |
| American Funds Europacific Growth R6 | — | — | — | $606K | 3.6% | |
| Vanguard Large Cap Index Admiral | — | — | — | $558K | 3.3% | |
| Lord Abbett Developing Growth R6 | — | — | — | $473K | 2.8% | |
| Western Asset Core Bond 1 | — | — | — | $462K | 2.7% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $438K | 2.6% | |
| Wilmington Trust Retirement Track Aggressive 2045 | — | — | — | $265K | 1.6% | |
| RETIREMENTTRACK AGRSV 2045 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $265K | 1.6% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $253K | 1.5% | |
| 9.50%, maturing through 2029 - | — | — | — | $228K | 1.3% | |
| Vanguard Small Cap Index Admiral | — | — | — | $204K | 1.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $153K | 0.9% | |
| Wilmington Trust Retirement Track Conservative 2045 | — | — | — | $94K | 0.6% | |
| RETIREMENTTRACK CNSRV 2045 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $94K | 0.6% | |
| PGIM Global Opportunities R6 | — | — | — | $70K | 0.4% | |
| MFS Intl Diversification R6 | — | — | — | $41K | 0.2% | |
| Wilmington Trust Retirement Track Aggressive 2055 | — | — | — | $35K | 0.2% | |
| RETIREMENTTRACK AGRSV 2055 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $35K | 0.2% | |
| RETIREMENTTRACK AGRSV 2055 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $35K | 0.2% | |
| JP Morgan Emergin Market Equity R6 | — | — | — | $23K | 0.1% | |
| Wilmington Trust Retirement Track Conservative Ret Fund | — | — | — | $13K | <0.1% | |
| RETIREMENTTRACK CNSRV RET FD CL R1 WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $13K | <0.1% | |
| RETIREMENTTRACK CNSRV RET FD CL R1 WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $13K | <0.1% | |
| RETIREMENTTRACK MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK CNSRV 2025 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK CNSRV 2025 FD SHR C WILMINGTON TRUST, N.A. · EIN 27-1228437 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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