How big is National Machinery LLC's plan?

National Machinery LLC's plan reported $64.3M in assets and 409 participants for 2024.

Original filing (PDF)20251010081101NAL0007791025001

National Machinery LLC

Name: National Machinery LLC — National Machinery LLC, Form 5500 (2024)
Creator: National Machinery LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Machinery LLC Savings Plan

401(k) retirement plan · National Machinery LLC's National Machinery LLC Savings Plan held $64.3M in plan assets for 409 participants in 2024, with Fidelity as recordkeeper.

Active participants

409

Accounts w/ balance

484

Plan assets (EOY)

$64.3M

Net assets (EOY)

$64.3M

People on this filing

Susan Johnson signed National Machinery LLC's 2024 Form 5500 as plan administrator.

Susan Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

National Machinery LLC's EIN is 03-0400206.

EIN 03-0400206

Plan number 004

Plan year 2024

ACK ID 20251010081101NAL0007791025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for National Machinery LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

National Machinery LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL MACHINERY LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NATIONAL MACHINERY LLC

EIN

all filings

Address

161 GREENFIELD STREET · TIFFIN, OH · 44883

Phone

(419) 447-5211

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

34 direct securities · 1 pooled fund· $64.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$49.7M

25 holdings

Common Collective Trusts

$8.6M

6 holdings

Common Collective Trust

$4.0M

1 holding

Other securities

$2.4M

3 holdings

					% of plan
Fidelity Investments Fidelity Contrafund—Class K	Mutual Funds	—	—	$9.9M	15.4%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.2M	8.1%
Fidelity Investments Fidelity Freedom 2040 Fund—Class K6	Mutual Funds	—	—	$4.3M	6.6%
Fidelity Management Trust Co. Fidelity Managed Income Portfolio Class 2	Mutual Funds	—	—	$4.0M	6.1%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$4.0M	6.1%
Fidelity Investments Fidelity Freedom 2025 Fund—Class K6	Mutual Funds	—	—	$3.2M	5.0%
Fidelity Investments Fidelity Freedom 2030 Fund—Class K6	Mutual Funds	—	—	$3.2M	5.0%
Fidelity Investments Fidelity Freedom 2045 Fund—Class K6	Mutual Funds	—	—	$3.1M	4.8%
Fidelity Investments Fidelity Freedom 2050 Fund—Class K6	Mutual Funds	—	—	$3.1M	4.8%
Fidelity Investments Fidelity Freedom 2055 Fund—Class K6	Mutual Funds	—	—	$2.6M	4.1%
Fidelity Investments Fidelity Freedom 2035 Fund—Class K6	Mutual Funds	—	—	$2.0M	3.1%
Fidelity Investments Fidelity Freedom 2060 Fund—Class K6	Mutual Funds	—	—	$2.0M	3.1%
Fidelity Investments Fidelity Freedom 2015 Fund—Class K6	Mutual Funds	—	—	$1.7M	2.6%
Vanguard Equity-Income Fund Admiral Shares	Mutual Funds	—	—	$1.6M	2.5%
Baron Funds Baron Growth Fund—Class R6	Other securities	—	—	$1.6M	2.5%
Fidelity Investments Fidelity Mid-Cap Stock Fund—Class K6	Mutual Funds	—	—	$1.6M	2.4%
Fidelity Investments Fidelity Freedom 2020 Fund—Class K6	Mutual Funds	—	—	$1.2M	1.9%
Fidelity Investments Fidelity Low-Priced Stock Fund—Class K	Mutual Funds	—	—	$1.2M	1.8%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$1.2M	1.8%
Fidelity Investments Fidelity Diversified International Fund—Class K	Mutual Funds	—	—	$1.1M	1.8%
Vanguard Wellington Fund Admiral Shares	Mutual Funds	—	—	$1.1M	1.7%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$954K	1.5%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$864K	1.3%
Fidelity Investments Fidelity Freedom 2065 Fund—Class K6	Mutual Funds	—	—	$636K	1.0%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$582K	0.9%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$501K	0.8%
participants through November 2031	Other securities	—	—	$485K	0.8%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$484K	0.8%
Fidelity Investments Fidelity Freedom 2010 Fund—Class K6	Mutual Funds	—	—	$422K	0.7%
Harding Loevner Harding Loevner Institutional Emerging Markets Portfolio Class I	Other securities	—	—	$297K	0.5%
Fidelity Investments Fidelity Limited Term Government Fund	Mutual Funds	—	—	$275K	0.4%
Fidelity Investments Fidelity Freedom Income Fund—Class K6	Mutual Funds	—	—	$223K	0.3%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$31K	<0.1%
Fidelity Investments Fidelity Govt Money Market—Class K6	Mutual Funds	—	—	$24K	<0.1%
Fidelity Investments Fidelity Freedom 2070 Fund—Class K6	Mutual Funds	—	—	$7K	<0.1%