2023 Form 5500 filing — American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013081118NAL0012347155002) for American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates, reported by American Axle & Manufacturing, Inc. under EIN 38-3138388 and plan number 004. It reports 5,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013081118NAL0012347155002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Axle & Manufacturing, Inc.
- EIN
- 38-3138388
- Plan number
- 004
- Location
- Detroit, MI
- Participants
- 5,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,876,264
- Net assets (EOY)
- $244,876,264
- Employer contributions
- $3,542,694
- Participant contributions
- $8,493,352
- Total income / additions
- $50,193,871
- Benefits paid
- $26,275,217
- Administrative expenses
- $291,431
- Total expenses
- $26,623,208
- Net increase / (decrease)
- $23,570,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Oper. Co. | RECORDKEEPER | $181,948 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $21,814 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | CONSULTANT | $21,245 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | AUDITOR | $15,900 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | CONSULTANT | $7,161 | not reported in the loaded dataset |