Back to filter
Original filing (PDF)20251015160453NAL0002718915001
ROTATIONAL MOLDING TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
ROTATIONAL MOLDING TECHNOLOGIES INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
~118 bps in Sched C fees
Active participants
85
Accounts w/ balance
104
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
100 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 118 bps in Schedule C fees — 127% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROTATIONAL MOLDING TECHNOLOGIES INC.
Plan sponsor
Name
ROTATIONAL MOLDING TECHNOLOGIES INC
EIN
20-0310213
Address
67742 CR 23, BUILDING 1 · NEW PARIS, IN · 46553
Phone
(574) 831-6450
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MALONEY + NOVOTNY LLC | 34-0677006 | — | NONE | $14K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $12K | — |
| JOHNSON INVESTMENT COUNSEL | 31-1801770 | — | NONE | $8K | — |
| MATRIX TRUST COMPNAY | 75-3182674 | — | NONE | $0 | — |
Investments
98 direct securities· $2.5M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Mortgage Back Securities I JPMorgan Mortgage Back Securities I | — | — | $66K | $66K | 2.3% | |
| Microsoft Corporation Microsoft Corporation | — | — | $59K | $65K | 2.3% | |
| Williams Co. Williams Co. | — | — | $40K | $61K | 2.2% | |
| First Am Gov Oblig Z First Am Gov Oblig Z | — | — | $59K | $59K | 2.1% | |
| Alphabet Inc CL A Alphabet Inc CL A | — | — | $41K | $57K | 2.0% | |
| Amazon Com Inc Amazon Com Inc | — | — | $46K | $54K | 1.9% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $54K | $53K | 1.9% | |
| Nasdaq Inc Nasdaq Inc | — | — | $36K | $50K | 1.8% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $49K | $49K | 1.7% | |
| US Treasury When Issued Note/Bond US Treasury When Issued Note/Bond | — | — | $48K | $48K | 1.7% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $47K | $48K | 1.7% | |
| Danaher Corp Del Danaher Corp Del | — | — | $47K | $46K | 1.6% | |
| American Electric Power Co American Electric Power Co | — | — | $39K | $43K | 1.5% | |
| First Horizon Corp First Horizon Corp | — | — | $34K | $42K | 1.5% | |
| Alliant Energy Corp Alliant Energy Corp | — | — | $35K | $41K | 1.5% | |
| Accenture PLC Accenture PLC | — | — | $39K | $41K | 1.5% | |
| Federal Home Loan Banks Bond Federal Home Loan Banks Bond | — | — | $40K | $40K | 1.4% | |
| Unitedhealth Group Inc Unitedhealth Group Inc | — | — | $40K | $38K | 1.3% | |
| Apple Inc Apple Inc | — | — | $27K | $38K | 1.3% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $37K | $37K | 1.3% | |
| Value of Interest in Registered Investment Companies American Century Small Cap Value I American Century Small Cap Value I | — | — | $35K | $37K | 1.3% | |
| Stryker Corporation Stryker Corporation | — | — | $33K | $36K | 1.3% | |
| Willis Towers Watson PLC Willis Towers Watson PLC | — | — | $27K | $35K | 1.2% | |
| Honeywell International Honeywell International | — | — | $31K | $35K | 1.2% | |
| Mastercard Inc A Mastercard Inc A | — | — | $27K | $34K | 1.2% | |
| Axis Capital Holdings Ltd Axis Capital Holdings Ltd | — | — | $21K | $32K | 1.1% | |
| Everest Group Ltd Everest Group Ltd | — | — | $33K | $32K | 1.1% | |
| Illinois Tool Works Inc. Illinois Tool Works Inc. | — | — | $32K | $32K | 1.1% | |
| Nvent Electric PLC Nvent Electric PLC | — | — | $31K | $32K | 1.1% | |
| Visa Inc Class A Shares Visa Inc Class A Shares | — | — | $26K | $32K | 1.1% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $32K | $31K | 1.1% | |
| Roper Technologies Inc Roper Technologies Inc | — | — | $31K | $31K | 1.1% | |
| Waste Management Inc Waste Management Inc | — | — | $27K | $31K | 1.1% | |
| Idex Corp Idex Corp | — | — | $31K | $30K | 1.1% | |
| Mcdonalds Corp Mcdonalds Corp | — | — | $30K | $30K | 1.1% | |
| Analog Devices Inc Analog Devices Inc | — | — | $26K | $30K | 1.1% | |
| Corporate Stocks (Other Than Employer Securities) – Common Abbott Laboratories Abbott Laboratories | — | — | $29K | $30K | 1.0% | |
| Lowes Co Inc Lowes Co Inc | — | — | $26K | $30K | 1.0% | |
| Cencora Inc Cencora Inc | — | — | $27K | $29K | 1.0% | |
| Coca-Cola Company Coca-Cola Company | — | — | $28K | $29K | 1.0% | |
| Adobe Inc Adobe Inc | — | — | $36K | $29K | 1.0% | |
| US Treasury Note/Bond US Treasury Note/Bond | — | — | $29K | $28K | 1.0% | |
| Pepsico Inc Pepsico Inc | — | — | $31K | $28K | 1.0% | |
| Taiwan Semiconductor-Sp ADR Taiwan Semiconductor-Sp ADR | — | — | $14K | $28K | 1.0% | |
| Nordson Corp Nordson Corp | — | — | $32K | $27K | 1.0% | |
| Asml Holding Nv Asml Holding Nv | — | — | $29K | $26K | 0.9% | |
| American Financial Group American Financial Group | — | — | $21K | $24K | 0.8% | |
| Thrivent Small Cap Stock S Thrivent Small Cap Stock S | — | — | $19K | $21K | 0.8% | |
| Marsh & Mclennan Inc. Marsh & Mclennan Inc. | — | — | $19K | $21K | 0.8% | |
| Honeywell International Honeywell International | — | — | $20K | $20K | 0.7% | |
| Bank America Corp Ser N Mtn Bank America Corp Ser N Mtn | — | — | $20K | $20K | 0.7% | |
| Federal Home Loan Ba Ser Hq Federal Home Loan Ba Ser Hq | — | — | $20K | $20K | 0.7% | |
| Medtronic PLC Medtronic PLC | — | — | $21K | $20K | 0.7% | |
| Florida Power & Light Co Florida Power & Light Co | — | — | $21K | $20K | 0.7% | |
| Wells Fargo & Company Wells Fargo & Company | — | — | $19K | $20K | 0.7% | |
| US Bancorp Fr US Bancorp Fr | — | — | $19K | $19K | 0.7% | |
| Berkshire Hathaway Energy Berkshire Hathaway Energy | — | — | $19K | $19K | 0.7% | |
| Home Depot Inc Home Depot Inc | — | — | $18K | $19K | 0.7% | |
| Costco Wholesale Corp-New Costco Wholesale Corp-New | — | — | $13K | $18K | 0.6% | |
| Amphenol CL A Amphenol CL A | — | — | $12K | $17K | 0.6% | |
| Zoetis Inc Zoetis Inc | — | — | $20K | $17K | 0.6% | |
| Procter & Gamble Co Procter & Gamble Co | — | — | $14K | $16K | 0.6% | |
| Intuit | — | — | $15K | $16K | 0.6% | |
| Tjx Companies Tjx Companies | — | — | $11K | $15K | 0.5% | |
| Cisco Systems Inc Cisco Systems Inc | — | — | $15K | $15K | 0.5% | |
| S&P Global Inc S&P Global Inc | — | — | $13K | $15K | 0.5% | |
| Interstate Pwr < Co Bond Interstate Pwr < Co Bond | — | — | $15K | $15K | 0.5% | |
| Value of Funds Held in Other General Investments Kansas St Dev Fin Auth Revenue Txbl-Ser H Kansas St Dev Fin Auth Revenue Txbl-S | — | — | $15K | $15K | 0.5% | |
| Virginia Elec & Power Co Virginia Elec & Power Co | — | — | $14K | $15K | 0.5% | |
| U.S Government Securities US Treasury Note/Bond US Treasury Note/Bond | — | — | $14K | $14K | 0.5% | |
| National Rural Util Coop National Rural Util Coop | — | — | $14K | $14K | 0.5% | |
| Walt Disney Company/The Walt Disney Company/The | — | — | $14K | $14K | 0.5% | |
| American Express Co American Express Co | — | — | $14K | $14K | 0.5% | |
| Genuine Parts Co. Genuine Parts Co. | — | — | $14K | $12K | 0.4% | |
| Allstate Corp 5.1% Allstate Corp 5.1% | — | — | $10K | $10K | 0.4% | |
| Enterprise Products Oper Enterprise Products Oper | — | — | $10K | $10K | 0.4% | |
| Corporate Debt Instruments (Other Than Employer Securities) – All Other Fifth Third Bancorp Fifth Third Bancorp | — | — | $10K | $10K | 0.4% | |
| Morgan Stanley Morgan Stanley | — | — | $10K | $10K | 0.4% | |
| Huntington Bancshares Huntington Bancshares | — | — | $10K | $10K | 0.4% | |
| Norfolk Southern Corp Norfolk Southern Corp | — | — | $10K | $10K | 0.4% | |
| Aon PLC Aon PLC | — | — | $10K | $10K | 0.4% | |
| CVS Health Corp CVS Health Corp | — | — | $10K | $10K | 0.4% | |
| Corporate Debt Instruments (Other Than Employer Securities) – Preferred Xcel Energy Inc Xcel Energy Inc | — | — | $10K | $10K | 0.4% | |
| Johnson Controls Intl Pl Johnson Controls Intl Pl | — | — | $10K | $10K | 0.4% | |
| Lowe's Cos Inc Lowe's Cos Inc | — | — | $10K | $10K | 0.3% | |
| Essex Portfolio LP Essex Portfolio LP | — | — | $10K | $10K | 0.3% | |
| Jpmorgan Chase & Co Jpmorgan Chase & Co | — | — | $10K | $10K | 0.3% | |
| Keycorp | — | — | $9K | $10K | 0.3% | |
| Eversource Energy Eversource Energy | — | — | $10K | $10K | 0.3% | |
| Prologis LP Prologis LP | — | — | $10K | $10K | 0.3% | |
| Verizon Communications Verizon Communications | — | — | $10K | $10K | 0.3% | |
| Truist Financial Corp Truist Financial Corp | — | — | $9K | $10K | 0.3% | |
| Xylem Inc Xylem Inc | — | — | $9K | $9K | 0.3% | |
| Dover Corp Note Call Make Whole Dover Corp Note Call Make Whole | — | — | $9K | $9K | 0.3% | |
| Starbucks Corp Starbucks Corp | — | — | $9K | $9K | 0.3% | |
| Fannie Mae Ma3337 Fannie Mae Ma3337 | — | — | $4K | $4K | 0.2% | |
| Fannie Mae 2018-67 Ba Fannie Mae 2018-67 Ba | — | — | $4K | $4K | 0.1% | |
| Fannie Mae 995112 Fannie Mae 995112 | — | — | $1K | $1K | <0.1% |
Related plans
Other plans using MALONEY + NOVOTNY LLC
OBERLIN COLLEGE
OBERLIN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
$528.5M · 1,232 participants
THE J.M. SMUCKER COMPANY
BIG HEART PET BRANDS RETIREMENT PLAN
$122.4M · 105 participants
SOUTHERN OHIO CHAMBER ALLIANCE
SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN
$71.6M
DIOCESE OF YOUNGSTOWN
DIOCESE OF YOUNGSTOWN RETIREMENT INCOME PLAN
$66.3M · 209 participants
GEORGIA CHAMBER FEDERATION HEALTH BENEFIT PLAN
GEORGIA CHAMBER FEDERATION HEALTH BENEFIT PLAN TRUST
$59.5M
CHAMBER BUSINESS SOLUTIONS TRUST
CHAMBER BUSINESS SOLUTIONS TRUST
$41.9M
Similar-size Manufacturing plans
VISION PLASTICS, INC.
VISION PLASTICS PROFIT SHARING PLAN #1
$2.8M · 56 participants
B & S PLASTICS, INC.
WATERWAY 401(K) PLAN
$2.8M · 76 participants
KANAFLEX CORPORATION
KANAFLEX CORPORATION 401(K) PENSION PLAN
$2.8M · 34 participants
SABIC INNOVATIVE PLASTICS US LLC
LNP ENGINEERING PLASTICS INC. PENSION PLAN FOR UNION EMPLOYEES
$2.8M
ENGINEERED PLASTICS LLC
ENGINEERED PLASTICS LLC 401 (K) PLAN
$2.8M · 64 participants
STRIEM, LLC
STRIEM, LLC 401(K) PLAN
$2.8M · 30 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants