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Original filing (PDF)20250915143445NAL0001477648001
ARNOLD MAGNETIC TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
THE ARNOLD MAGNETIC TECHNOLOGIES CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
360
Accounts w/ balance
423
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARNOLD MAGNETIC TECHNOLOGIES CORPORATION.
Plan sponsor
Name
ARNOLD MAGNETIC TECHNOLOGIES CORPORATION
EIN
20-2368759
Address
770 LINDEN AVENUE · ROCHESTER, NY · 14625
Phone
(585) 385-9010
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
2025-09-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APFS WEALTH MANAGEMENT INC | 45-2656077 | — | ADVISOR | $52K | — |
Investments
32 direct securities · 1 pooled fund· $30.4M(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
$28.9M
32 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Registered Investment Companies | — | — | — | $4.1M | 14.2% | |
| Vanguard Windsor II Adm Registered Investment Companies | — | — | — | $3.6M | 12.6% | |
| Fidelity Blue Chip Growth Fund - Class K Registered Investment Companies | — | — | — | $2.9M | 9.9% | |
| Vanguard Wellington Adm Registered Investment Companies | — | — | — | $2.2M | 7.7% | |
| Vanguard Small-Cap Index Adm Registered Investment Companies | — | — | — | $1.6M | 5.6% | |
| Vanguard Target Retirement 2045 Fund Inv Registered Investment Companies | — | — | — | $1.6M | 5.5% | |
| Fidelity Managed Income Portfolio Class 2 Common Collective Trust | — | — | — | $1.5M | 5.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 5.3% | |
| John Hancock Bond Fund Class I Registered Investment Companies | — | — | — | $1.3M | 4.5% | |
| Vanguard Target Retirement 2050 Fund Inv Registered Investment Companies | — | — | — | $1.3M | 4.5% | |
| Vanguard International Growth Adm Registered Investment Companies | — | — | — | $1.2M | 4.1% | |
| Vanguard Target Retirement 2030 Fund Inv Registered Investment Companies | — | — | — | $996K | 3.4% | |
| Vanguard Target Retirement 2055 Fund Inv Registered Investment Companies | — | — | — | $977K | 3.4% | |
| Vanguard Target Retirement 2040 Fund Inv Registered Investment Companies | — | — | — | $954K | 3.3% | |
| Vanguard Target Retirement 2035 Fund Inv Registered Investment Companies | — | — | — | $898K | 3.1% | |
| Vanguard Target Retirement 2025 Fund Inv Registered Investment Companies | — | — | — | $699K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Inv Registered Investment Companies | — | — | — | $465K | 1.6% | |
| Participant Loans - dates ranging from April 2025 through May 2032 | — | — | — | $438K | 1.5% | |
| Vanguard Target Retirement 2020 Fund Inv Registered Investment Companies | — | — | — | $389K | 1.3% | |
| Vanguard Mid-Cap Index Adm Registered Investment Companies | — | — | — | $274K | 1.0% | |
| Columbia Strategic Income Fund I2 Registered Investment Companies | — | — | — | $223K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Inv Registered Investment Companies | — | — | — | $209K | 0.7% | |
| Vanguard Target Retirement Income Fund Inv Registered Investment Companies | — | — | — | $204K | 0.7% | |
| Vanguard Developed Markets Index Fund Adm Registered Investment Companies | — | — | — | $183K | 0.6% | |
| Carillon Eagle Mid-Cap Growth R6 Registered Investment Companies | — | — | — | $181K | 0.6% | |
| Neuberger Berman Small Cap Growth Fund Inst Registered Investment Companies | — | — | — | $101K | 0.3% | |
| Massachusetts Financial Services New Discovery Value Fund Class R6 Registered Investment Companies | — | — | — | $80K | 0.3% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio Registered Investment Companies | — | — | — | $79K | 0.3% | |
| Invesco Short Term Bond Fund Class R6 Registered Investment Companies | — | — | — | $79K | 0.3% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $35K | 0.1% | |
| American Funds New Perspective Fund R-6 Registered Investment Companies | — | — | — | $14K | <0.1% | |
| Dimensional Fund Advisors International Small Company Portfolio Inst Registered Investment Companies | — | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Fund Registered Investment Companies | — | — | — | $9K | <0.1% |
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