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Original filing (PDF)20250917123226NAL0000250643001
MALCA-AMIT NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
502
Accounts w/ balance
181
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MALCA-AMIT NORTH AMERICA, INC..
Plan sponsor
Name
MALCA-AMIT NORTH AMERICA, INC.
EIN
13-3042269
Address
580 5TH AVE LOBBY #1 · NEW YORK, NY · 100364701
Phone
(212) 840-8330
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KKM CPA ASSOCIATES PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGSTAR ADVISORS INC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
Investments
25 pooled funds· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO CORE BOND Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK HEALTH SCIENCES OPPS INST BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VIRTUS NFJ INTERNATIONAL VALUE ADMI VIRTUS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS GROWTH I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VICTORY SYCAMORE ESTABLISHED VALUE VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PUTNAM INTERNATIONAL CAPITAL OPP Y FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MM S&P 500(R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| COLUMBIA HIGH YIELD BOND ADV COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN MID CAP GROWTH R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |