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Original filing (PDF)20250710102440NAL0006480801001

MOLDAMATIC, LLC

Form 5500
FILING_RECEIVED
MOLDAMATIC, LLC PROFIT SHARING 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
133
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 collective trust
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)
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
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 MOLDAMATIC, LLC.
Plan sponsor
Name
MOLDAMATIC, LLC
EIN
20-2484930
Address
29 NOELAND AVENUE · PENNDEL, PA · 19047
Phone
(215) 757-4819
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LOPEZ, TEODOSIO & LARKIN LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
LINCOLN NATIONAL CORPORATION35-1140070SERVICE PROVIDER$25K
MERRILL LYNCH, PIERCE, FENNER & SMICHARLOTTE, NCSERVICE PROVIDER$16K

Investments

1 pooled fund· $6.0M(79% 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.

InvestmentTypeCurrent value% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K
LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402
Pooled Separate Account
$6.0M79.3%

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