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Original filing (PDF)20250811141140NAL0006657715001
MOTION AND FLOW CONTROL PRODUCTS, INC.
Form 5500
FILING_RECEIVED
MOTION AND FLOW CONTROL PRODUCTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
597
Accounts w/ balance
747
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
43 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
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTION AND FLOW CONTROL PRODUCTS, INC..
Plan sponsor
Name
MOTION AND FLOW CONTROL PRODUCTS, INC.
EIN
20-5601800
Address
10822 W. TOLLER DRIVE, SUITE 300 · LITTLETON, CO · 80127
Phone
(303) 762-8012
Industry
Wholesale Tradesee 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
2025-08-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RUBINBROWN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $20K | — |
Investments
42 direct securities · 2 pooled funds· $43.4M(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
$43.0M
42 holdings
Common Collective Trust
$443K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $4.4M | 10.2% | |
| Fidelity - Contrafund Registered Investment Company | — | — | — | $4.1M | 9.6% | |
| Fidelity Freedom Index 2035 Registered Investment Company | — | — | — | $3.7M | 8.6% | |
| Fidelity Freedom Index 2045 Registered Investment Company | — | — | — | $3.1M | 7.3% | |
| Fidelity Freedom Index 2030 Registered Investment Company | — | — | — | $2.9M | 6.8% | |
| Fidelity Freedom Index 2040 Registered Investment Company | — | — | — | $2.6M | 6.1% | |
| Fidelity Freedom Index 2025 Registered Investment Company | — | — | — | $2.5M | 5.7% | |
| Fidelity Freedom Index 2050 Registered Investment Company | — | — | — | $2.4M | 5.5% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $1.9M | 4.4% | |
| Fidelity Freedom Index 2020 Registered Investment Company | — | — | — | $1.5M | 3.5% | |
| Putnam Large Cap Value Fund Class R6 Registered Investment Company | — | — | — | $1.5M | 3.4% | |
| Fidelity Freedom Index 2055 Registered Investment Company | — | — | — | $1.3M | 3.1% | |
| Fidelity - Government Money Market Fund - Premium Class Registered Investment Company | — | — | — | $1.2M | 2.8% | |
| Fidelity Freedom Index 2060 Registered Investment Company | — | — | — | $1.1M | 2.5% | |
| Notes Receivable From Participants through September 2031. | — | — | — | $797K | 1.9% | |
| MassMutual Mid Cap Growth Fund Class I Registered Investment Company | — | — | — | $774K | 1.8% | |
| Fidelity Self Directed Brokerage Account - Common Stock | — | — | — | $709K | 1.6% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $657K | 1.5% | |
| Neuberger Berman Small Cap Growth R6 Registered Investment Company | — | — | — | $577K | 1.3% | |
| Fidelity Freedom Index 2015 Registered Investment Company | — | — | — | $574K | 1.3% | |
| Fidelity Emerging Markets K Registered Investment Company | — | — | — | $566K | 1.3% | |
| Baird - Core Plus Bond Fund Class Investor Registered Investment Company | — | — | — | $540K | 1.3% | |
| Fidelity - Total Bond Fund Registered Investment Company | — | — | — | $505K | 1.2% | |
| Fidelity Freedom Index 2065 Registered Investment Company | — | — | — | $476K | 1.1% | |
| Janus Henderson Balanced Fund Registered Investment Company | — | — | — | $465K | 1.1% | |
| Fidelty - Small Cap Index Registered Investment Company | — | — | — | $418K | 1.0% | |
| Galliard Stable Return M Common Collective Trust | — | — | — | $383K | 0.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $383K | 0.9% | |
| Fidelity - Low-Priced Stock Fund Registered Investment Company | — | — | — | $310K | 0.7% | |
| Fidelity - Small Cap Value Fund Registered Investment Company | — | — | — | $233K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund Registered Investment Company | — | — | — | $186K | 0.4% | |
| Fidelity - Capital & Income Registered Investment Company | — | — | — | $164K | 0.4% | |
| Fidelity - US Bond index Registered Investment Company | — | — | — | $139K | 0.3% | |
| Eaton Vance Income Fund of Boston Class A Registered Investment Company | — | — | — | $98K | 0.2% | |
| Fidelity Self Directed Brokerage Account - Cash | — | — | — | $94K | 0.2% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $60K | 0.1% | |
| Victory Government Securities R6 Registered Investment Company | — | — | — | $51K | 0.1% | |
| Fidelity - Real Estate Index Fund—Fidelity Advantage Class Registered Investment Company | — | — | — | $49K | 0.1% | |
| Sterling Capital Small Cap Value Fund Registered Investment Company | — | — | — | $30K | <0.1% | |
| Fidelity Self Directed Brokerage Account - Unit | — | — | — | $25K | <0.1% | |
| Fidelity Freedom Index 2010 Registered Investment Company | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2070 Registered Investment Company | — | — | — | $3K | <0.1% | |
| Fidelity Self Directed Brokerage Account - Fidelity Fund | — | — | — | $2K | <0.1% | |
| 2,561 1,898 — $ — | — | — | — | $663 | <0.1% |
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