Aisin Retirement Security Plan — Form 5500 plan (Aisin Holdings Of America, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aisin Retirement Security Plan is a benefit plan reported by Aisin Holdings Of America, Inc. under EIN 95-2661290 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,028 participants and $475,940,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aisin Holdings Of America, Inc.
- EIN
- 95-2661290
- Plan number
- 001
- Plan type
- 3
- Location
- Seymour, IN
- Latest filing year
- 2023
- Participants
- 9,028
- End-of-year plan assets
- $475,940,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,028 | H, C | 20250826103211NAL0008614993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $475,940,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $475,940,960
- Net assets (BOY)
- $373,650,424
Income & contributions
- Employer contributions
- $17,791,703
- Participant contributions
- $30,362,108
- Total contributions
- $49,354,619
- Total income / additions
- $139,227,258
Expenses & distributions
- Benefits paid
- $36,065,745
- Administrative expenses
- $744,500
- Total expenses
- $36,936,722
- Net increase / (decrease)
- $102,290,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $504,994 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $172,273 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | CONSULT/INVESTM ADVISOR | $51,358 | not reported in the loaded dataset | 2023 |
| Blue & Co. LLC | ACCOUNTANT/AUDITOR | $15,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aisin Holdings Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Seymour, IN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Blue & Co. LLC — Schedule C compensation