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Form 5500 · Retirement plan · FLINT, MI

OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC.

The filing calls this plan OAKLEY RETIREMENT PLAN.

OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. of FLINT, MI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-2552259 · plan 001 · plan year 2025, filed Sep 9, 2026

Participants at the start of the year
180
Contracts on file
1
Contract value
$1,761,157
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $1,761,157 at the end of the plan year, as reported on Schedule A.

$3,913 in agent commissions is disclosed across the contracts; STIFEL NICOLAUS & CO INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC166December$1,761,157$3,913

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC.
EIN 38-2552259
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$71,718
paid directly by the plan
STIFEL NICOLAUS & CO INC
OTHER SERVICES · EIN 43-0538770
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 222 employees, 6 recordable cases, 82 days away from work.

EmployeesThe company's own average for the year
222
Hours worked
338,805
Recordable cases
6
Days away from work
82
Establishments filed under this EIN
6

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$12,394,225
Paid out in benefits
$685,762
Participants at the start of the year
180
Participants with account balances
164

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 33-1498605
PLANTE & MORAN, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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