American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates — Form 5500 plan (American Axle & Manufacturing, 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, American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates is a benefit plan reported by American Axle & Manufacturing, Inc. under EIN 38-3138388 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,013 participants and $244,876,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Axle & Manufacturing, Inc.
- EIN
- 38-3138388
- Plan number
- 004
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 5,013
- End-of-year plan assets
- $244,876,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,013 | H, C | 20241013081118NAL0012347155002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,876,264
- Net assets (EOY)
- $244,876,264
- Net assets (BOY)
- $217,339,317
Income & contributions
- Employer contributions
- $3,542,694
- Participant contributions
- $8,493,352
- Total contributions
- $12,419,510
- Total income / additions
- $50,193,871
Expenses & distributions
- Benefits paid
- $26,275,217
- Administrative expenses
- $291,431
- Total expenses
- $26,623,208
- Net increase / (decrease)
- $23,570,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Inst. Oper. Co. | RECORDKEEPER | $181,948 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $21,814 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | CONSULTANT | $21,245 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | AUDITOR | $15,900 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $7,161 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Axle & Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Fidelity Inv. Inst. Oper. Co. — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation