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Original filing (PDF)20251013094050NAL0000430819001
METHODS MACHINE TOOLS, INC.
Form 5500
FILING_RECEIVED
METHODS MACHINE TOOLS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
296
Accounts w/ balance
468
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODS MACHINE TOOLS, INC..
Plan sponsor
Name
METHODS MACHINE TOOLS, INC.
EIN
04-2254513
Address
65 UNION AVE · SUDBURY, MA · 017760382
Phone
(978) 443-5388
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOWE & DEGON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $55K | — |
Investments
12 direct securities · 1 pooled fund· $5.0M(8% 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.
Common Collective Trust
$2.5M
1 holding
Uncategorized
$2.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.2% | |
| MORLEY INCOME FUND III | — | — | — | $675K | 1.1% | |
| MORLEY INCOME FUND I | — | — | — | $390K | 0.6% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $350K | 0.6% | |
| MORLEY INCOME FUND IV | — | — | — | $220K | 0.4% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $209K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $188K | 0.3% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $180K | 0.3% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $91K | 0.2% | |
| ACTIVELY MANAGED FUND | — | — | — | $86K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $74K | 0.1% | |
| MORLEY INCOME FUND II | — | — | — | $46K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |