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Original filing (PDF)20251013143255NAL0001431793001
ASCENDUM MACHINERY, INC.
Form 5500
FILING_RECEIVED
ASCENDUM MACHINERY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
451
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENDUM MACHINERY, INC..
Plan sponsor
Name
ASCENDUM MACHINERY, INC.
EIN
20-1862082
Address
16810 KENTON DRIVE · SUITE 300 · HUNTERSVILLE, NC · 28078
Phone
(704) 494-8100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
RESJ, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $103K | — |
Investments
34 direct securities · 1 pooled fund· $51.3M(100% 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.
Uncategorized
$26.8M
34 holdings
Common Collective Trust
$24.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAPITAL PRES S FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $24.5M | 91.5% | |
| FIDELITY 500 INDEX Pooled Separate Account - | — | — | — | $3.3M | 12.2% | |
| HARBOR CAPTIAL APPRECIATION RETIREMENT Pooled Separate Account - | — | — | — | $2.4M | 8.9% | |
| EQUITABLE FIXED ACCOUNT Guaranteed Investment Contract - | — | — | — | $1.8M | 6.9% | |
| VANGUARD WINDSOR- II ADMIRAL- Pooled Separate Account - | — | — | — | $1.7M | 6.2% | |
| BAIRD CORE PLUS BOND INST Pooled Separate Account - | — | — | — | $1.6M | 6.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV Pooled Separate Account - | — | — | — | $1.6M | 6.0% | |
| MF INTL DIVERSIFICATION R6 Pooled Separate Account - | — | — | — | $1.6M | 6.0% | |
| VANGUARD TARGET RETIREMENT 2055 INV Pooled Separate Account - | — | — | — | $1.5M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2040 INV Pooled Separate Account - | — | — | — | $1.4M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2025 INV Pooled Separate Account - | — | — | — | $1.4M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2035 INV Pooled Separate Account - | — | — | — | $1.3M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2045 INV Pooled Separate Account - | — | — | — | $1.1M | 4.1% | |
| MFS MID CAP VALUE R6 Pooled Separate Account - | — | — | — | $965K | 3.6% | |
| JPMORGAN MID CAP GROWTH R6 Pooled Separate Account - | — | — | — | $881K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2050 INV Pooled Separate Account - | — | — | — | $777K | 2.9% | |
| VANGUARD EXPLORER ADM Pooled Separate Account - | — | — | — | $524K | 2.0% | |
| PRINCIPAL REAL ESTATE SECURITIES INST Pooled Separate Account - 108 * NOTES RECEIVABLE FROM PARTICIPANTS Note Rates from 4.25% to 9.50% - | — | — | — | $440K | 1.6% | |
| BLACKROCK HIGH YIELD PORTFOLIO K Pooled Separate Account - | — | — | — | $371K | 1.4% | |
| DFA US TARGETED VALUE I Pooled Separate Account - | — | — | — | $360K | 1.3% | |
| FIDELITY SMALL CAP INDEX Pooled Separate Account - | — | — | — | $273K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2065 INV Pooled Separate Account - | — | — | — | $258K | 1.0% | |
| MFS VALUE R6 Pooled Separate Account - | — | — | — | $252K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2060 INV Pooled Separate Account - | — | — | — | $235K | 0.9% | |
| JPMORGAN US EQUITY R6 Pooled Separate Account - | — | — | — | $222K | 0.8% | |
| FIDELITY MID CAP INDEX Pooled Separate Account - | — | — | — | $120K | 0.4% | |
| FIDELITY US BOND INDEX Pooled Separate Account - | — | — | — | $114K | 0.4% | |
| AB SMALL CAP GROWTH Z Pooled Separate Account - | — | — | — | $98K | 0.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Pooled Separate Account - | — | — | — | $83K | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME INV Pooled Separate Account - | — | — | — | $64K | 0.2% | |
| GOLDMAN SACHS SMALL CP VAL INSGHTS R6 Pooled Separate Account - | — | — | — | $45K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 Pooled Separate Account - | — | — | — | $32K | 0.1% | |
| VANGUARD FEDERAL MONEY MARKET INVESTOR Pooled Separate Account - | — | — | — | $21K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 INV Pooled Separate Account - | — | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV Pooled Separate Account - | — | — | — | $8K | <0.1% |
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