Original filing (PDF)20251206104510NAL0002373459001

LINEAR MOTION LLC

Name: LINEAR MOTION LLC — LINEAR MOTION UNION 401(K) PLAN, Form 5500 (2024)
Creator: LINEAR MOTION LLC

Form 5500

FILING_RECEIVED

LINEAR MOTION UNION 401(K) PLAN

401(k) retirement plan

Signals · 3

Late filing · 0.7 mo28% in single holdingNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

148

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 0.7 months past the 10.5-month grace window.
Top holding "JPMorgan SmartRet 2035 R5 Mutual Fund" is 28% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINEAR MOTION LLC.

Plan sponsor

Name

LINEAR MOTION LLC

EIN

05-0530446

Address

628 N HAMILTON STREET · SAGINAW, MI · 48602

Phone

(989) 759-8300

Industry

Manufacturingsee all

Plan administrator

Name

HUNNEX AND SHOEMAKER, INC.

EIN

91-1072394

City

SEATTLE, WA

Phone

—

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

SMITH BUNDAY BERMAN BRITTON PS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

24 direct securities· $8.7M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
JPMorgan SmartRet 2035 R5 Mutual Fund	—	—	—	$2.4M	27.8%
JPMorgan SmartRet 2030 R5 Mutual Fund	—	—	—	$1.4M	16.3%
Vanguard Growth Index Adm Mutual Fund	—	—	—	$1.3M	15.3%
JPMorgan SmartRet 2025 R5 Mutual Fund	—	—	—	$733K	8.4%
MetLife GAC-25053 Class O Cash equivalent fund	—	—	—	$391K	4.5%
JPMorgan SmartRet 2020 R5 Mutual Fund	—	—	—	$361K	4.1%
Vanguard Mid-Cap Index Inv Mutual Fund	—	—	—	$320K	3.7%
JPMorgan SmartRet 2055 R5 Mutual Fund	—	—	—	$291K	3.3%
Vanguard Equity Income Inv Mutual Fund	—	—	—	$224K	2.6%
Participant loans 4.25% - 9.50% interest $0	—	—	—	$179K	2.0%
JPMorgan SmartRet 2045 R5 Mutual Fund	—	—	—	$170K	1.9%
SPDR S&P 500 ETF Mutual Fund	—	—	—	$170K	1.9%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	—	—	—	$128K	1.5%
JPMorgan SmartRet 2040 R5 Mutual Fund	—	—	—	$125K	1.4%
Vanguard Total Bond Market Index Adm Mutual Fund	—	—	—	$88K	1.0%
iShares TIPS Bond ETF Mutual Fund	—	—	—	$71K	0.8%
T. Rowe Price Spect Mod Grw Alloc Inv Mutual Fund	—	—	—	$50K	0.6%
JPMorgan SmartRet 2050 R5 Mutual Fund	—	—	—	$47K	0.5%
DFA U.S. Small Cap Portfolio I Mutual Fund	—	—	—	$41K	0.5%
WisdomTreeIntl MidCap Dividend ETF Mutual Fund	—	—	—	$41K	0.5%
Cash equivalent fund	—	—	—	$31K	0.4%
Vanguard Developed Mkts Index Inv Mutual Fund	—	—	—	$17K	0.2%
T. Rowe Price Spectrum Mod Alloc Inv Mutual Fund	—	—	—	$10K	0.1%
T. Rowe Price Spectrum Cons Alloc Inv Mutual Fund	—	—	—	$6K	<0.1%