Original filing (PDF)20251009075621NAL0003408019001

KOLBENSCHMIDT PISTONS USA LLC

Name: KOLBENSCHMIDT PISTONS USA LLC — KOLBENSCHMIDT PISTONS USA LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: KOLBENSCHMIDT PISTONS USA LLC

Form 5500

FILING_RECEIVED

KOLBENSCHMIDT PISTONS USA LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureNo ERISA fidelity bond

Active participants

175

Accounts w/ balance

191

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

How this plan invests

This plan

3 pooled trusts

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLBENSCHMIDT PISTONS USA LLC.

Plan sponsor

Name

KOLBENSCHMIDT PISTONS USA LLC

EIN

99-0904032

Address

1731 INDUSTRIAL PARKWAY N · MARINETTE, WI · 54143

Phone

(715) 735-1168

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-10-09

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$19K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

25 direct securities · 3 pooled funds· $30.3M(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.

Other securities

$28.5M

23 holdings

Pooled Separate Account

$989K

1 holding

Common Collective Trust

$706K

2 holdings

Cash / Money Market

$16K

1 holding

Common Stock

$9K

1 holding

					% of plan
American Funds American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$7.2M	24.7%
American Funds American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$3.2M	10.9%
American Funds American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$3.0M	10.1%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$2.2M	7.5%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$2.0M	6.9%
American Funds American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$1.4M	4.9%
American Funds American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$1.3M	4.5%
American Funds American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$1.3M	4.3%
American Funds American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$1.2M	4.2%
New York Life Insurance Company Investment contract - New York Life Anchor Account	Other securities	—	—	$989K	3.4%
STABLE VALUE ACCOUNT/PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$989K	3.4%
Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund Class A	Other securities	—	—	$812K	2.8%
American Funds American Funds Washington Mutual Investors Fund	Other securities	—	—	$805K	2.7%
American Funds American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$710K	2.4%
MFS International Diversification Fund	Other securities	—	—	$638K	2.2%
SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487	Common Collective Trust	—	—	$561K	1.9%
PIMCO Income Fund Class A	Other securities	—	—	$549K	1.9%
Participants Participant notes receivable bearing interest rates ranging from 4.25 percent to 9.50 percent -	Other securities	—	—	$355K	1.2%
American Funds American Funds The Bond Fund of America Class	Other securities	—	—	$240K	0.8%
AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554	Common Collective Trust	—	—	$145K	0.5%
American Century Investments American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$134K	0.5%
Fidelity Investments Fidelity Extended Market Index Fund	Other securities	—	—	$127K	0.4%
Fidelity Investments Fidelity Total International Index Fund	Other securities	—	—	$117K	0.4%
American Funds American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$95K	0.3%
American Funds American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$71K	0.2%
Fidelity Investments Money market fund - Fidelity Government Money Market Fund	Cash / Money Market	—	—	$16K	<0.1%
American Funds American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$13K	<0.1%
C&S Real Estate Cohen & Steers Real Estate Securities Fund, Inc Z	Common Stock	—	—	$9K	<0.1%