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Original filing (PDF)20251008081851NAL0013256578001
MACK TRUCKS, INC.
Form 5500
FILING_RECEIVED
MACK UAW 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
4,262
Accounts w/ balance
3,980
Plan assets (EOY)
$220.3M
Net assets (EOY)
$220.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Contrafund Commingled Fund" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACK TRUCKS, INC..
Plan sponsor
Name
MACK TRUCKS, INC.
EIN
22-1582040
Address
8003 PIEDMONT TRIAD PARKWAY · GREENSBORO, NC · 27409
Phone
(336) 541-1231
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $188K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB | 36-4171366 | — | CONSULTANT | $4K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $21K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $1K | — |
Investments
11 direct securities · 7 pooled funds· $231.0M(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.
Master Trust
$113.7M
1 holding
Common Collective Trust
$72.2M
6 holdings
Uncategorized
$45.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TARGET RETIREMENT FUND TRUST VOLVO GROUP NORTH AMERICA, LLC · EIN 58-2431188 / PN 010 | Master Trust | — | — | $113.7M | 51.6% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELTIY MANGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $28.7M | 13.1% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $27.5M | 12.5% | |
| GALLIARD STABLE RETURN FUND E SEI · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.7% | |
| Vanguard Windsor II Fund | — | — | — | $10.3M | 4.7% | |
| Gilliard Stable Value Return Fund | — | — | — | $9.9M | 4.5% | |
| Participants Participant Loans 4.25% - 9.50% - | — | — | — | $8.0M | 3.6% | |
| Neuberger & Berman Neuberger & Berman Genesis Fund | — | — | — | $6.4M | 2.9% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| Legg Mason Western Asset Core Plus Bond Fund | — | — | — | $3.3M | 1.5% | |
| Vanguard International Growth Admin Fund | — | — | — | $3.2M | 1.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund X | — | — | — | $1.7M | 0.8% | |
| Macquarie Small Cap Value Fund | — | — | — | $903K | 0.4% | |
| VANGUARD INSTITUTIONAL TTL BD MKT I VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $746K | 0.3% | |
| PIMCO Income Institutional | — | — | — | $520K | 0.2% | |
| Gilliard Stable Value Return Fund - Unallocated | — | — | — | $508K | 0.2% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | — | — | $331K | 0.2% | |
| VANGUARD INSTL TTL INTL STCK MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $331K | 0.2% |