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Original filing (PDF)20250926065255NAL0009835440001
TINIUS OLSEN TESTING MACHINE CO., INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF TINIUS OLSEN TESTING MACHINE COMPANY
Defined-benefit pension plan
Signals · 2
100% in single holding~106 bps in Sched C fees
Active participants
34
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Aetna Life Insurance Company" is 100% of plan.
- 106 bps in Schedule C fees — 104% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TINIUS OLSEN TESTING MACHINE CO., INC..
Plan sponsor
Name
TINIUS OLSEN TESTING MACHINE CO., INC.
EIN
23-0931190
Address
1065 EASTON ROAD · HORSHAM, PA · 19044
Phone
(215) 675-7100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $56K | — |
Investments
1 direct security· $5.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Aetna Life Insurance Company | — | — | $5.3M | $5.3M | 99.2% |
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