Department of Labor filing

NAVISTAR GLOBAL, LLC DBA 3B FILTERS

3B FILTERS 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 4, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

64Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers48/10030% of the full model
Lower reported administrative cost50/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

of eligible compensation.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

04 · Fees and expensesOfficial filing detail

86 25,412,578 Employer 18,503,798 15,914,137 Rollover 3,836,110 2,041,150 Total Contributions 50,076,994 43,367,865 Deductions: Benefits Paid to Participants 60,598,545 54,894,454 Administrative Expenses 840,597 784,281 Total Deductions 61,439,142 55,678,735 Net Increase 120,965,022 92,136,350 Net Assets Available for Benefits Beginning of Year 843,466,787 751,330,437 End of Year $ 964,431,809 $ 843,466,787 See accompanying Notes to Financial Statements.

06 · Eligibility and waiting periodeligible to participate in the Plan after their first pay period following employment

eligible to participate in the Plan after their first pay period following employment

07 · Automatic enrollmentAvailable

tion and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld.

08 · Roth 401(k)Available

epresenting distributions from other qualified defined benefit or defined contribution plans, subject to IRC limits. Employee contributions represent tax-deferred compensation and Roth 401(k) after tax compensation and may be invested in the employee’s choice of various fund options (each with a different investment objective and risk) in the combination specified by the employee. Employee contributions are made by payroll deduction and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld. Plan participants hired prior to April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 3 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Plan participants hired on or after April 1, 2022 are au

09 · Employer contribution vs. peers48th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, investment choices. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202549out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $1,795 · based on 16,718 comparable plans
Lower reported administrative expense50th percentileTypical peer $116 · based on 15,961 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, NAVISTAR GLOBAL, LLC DBA 3B FILTERS reported $32,789 in employer contributions across this plan, or $1,726 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating19

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison49/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$32,789
$1,726 per active participant
Participant contributions
$73,668
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
30.8%
Active participants
19
Small plan
Total participants
29
23 at the beginning of the year
Ending assets
$1,149,060
$39,623 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$786,995
Ending net assets
$1,149,060
Beginning liabilities
$0
Ending liabilities
$0
Total income
$264,502
Total expenses
$1,636,818
Administrative expenses
$3,283
$113 per active participant
Participant loans
$11,324
1.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,726
Administrative cost per participant
2025
$113
Active participants
2025
19
Total plan assets
2025
$1,149,060
Participant loans as a share of assets
2025
1.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,726191.1M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
1.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
392094833-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Oct 1, 2007
Industry
Industry group 33
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025AVISTA CORP — 11-K filed 2026-06-26
Official filing · details not yet checked
What it says about employer contributions

of eligible compensation. Remaining Local 77 employees are eligible for the additional non-elective contribution equal to 5 % of eligible compensation as of December 16, 2024. The Company matching contributions are made in the form of cash that is invested as directed by participants from among the investment options offered under the Plan. Any employees who transfer or have transferred from a Local 77 employee directly to non-Local 77 employee on or after January 1, 2014, other than those Local 77 employees hired on or after April 1, 2017 as a Distribution Dispatcher or Gas Controller from outside Avista or who is ineligible to participate in the Retirement Plan for Employees of Avista Corporation, are not eligible for the additional non-elective employer contributions. Participant Accoun

What it says about automatic enrollment

tion and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld. Plan participants hired prior to April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 3 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Plan participants hired on or after April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 6 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Participants can opt out of the Plan at any time. Participants can change their deferral rate at any time. Plan participants may transfer balances from other qualified defined benefit or defined contribution plans, and certain eligible retirement plans and accounts to the Plan. Avista has an obligatio

What it says about fees

86 25,412,578 Employer 18,503,798 15,914,137 Rollover 3,836,110 2,041,150 Total Contributions 50,076,994 43,367,865 Deductions: Benefits Paid to Participants 60,598,545 54,894,454 Administrative Expenses 840,597 784,281 Total Deductions 61,439,142 55,678,735 Net Increase 120,965,022 92,136,350 Net Assets Available for Benefits Beginning of Year 843,466,787 751,330,437 End of Year $ 964,431,809 $ 843,466,787 See accompanying Notes to Financial Statements. 6 Table of Contents NOTE 1. DESCRIPTION OF THE PLAN The following description of The Investment and Employee Stock Ownership Plan of Avista Corporation (the Plan) provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General Effective January 1, 1984, Avi

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260604123853NAL0001964562001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗