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Original filing (PDF)20251013140327NAL0000687379001
MASPETH WELDING INC.
Form 5500
FILING_RECEIVED
MASPETH WELDING INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
130
Accounts w/ balance
136
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
22 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASPETH WELDING INC..
Plan sponsor
Name
MASPETH WELDING INC.
EIN
11-2424307
Address
59-30 54TH STREET · MASPETH, NY · 11378
Phone
(718) 497-5430
Industry
Management of Companies / Holdingssee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK NEW YORK | 13-3646501 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | THIRD PARTY ADMINISTATOR | $7K | — |
Investments
1 direct security · 22 pooled funds· $8.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$8.3M
22 holdings
Uncategorized
$416K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 16.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 15.3% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 14.3% | |
| VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $753K | 8.6% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $424K | 4.9% | |
| LOANS TO PLAN PARTICIPANTS PARTICIPANT LOANS | — | — | — | $416K | 4.8% | |
| AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $395K | 4.5% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $365K | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $337K | 3.9% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $310K | 3.6% | |
| PIMCO ALL ASSET JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $299K | 3.4% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $208K | 2.4% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $184K | 2.1% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK NEW YORK · EIN 16-3628501 / PN 000 | Pooled Separate Account | — | — | $164K | 1.9% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $157K | 1.8% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $149K | 1.7% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $140K | 1.6% | |
| HIGH YIELD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $121K | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $80K | 0.9% | |
| PIMCO REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $76K | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $71K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% |
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