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Original filing (PDF)20250731131144NAL0002600675001
LIFT-ALL COMPANY INC
Form 5500
FILING_RECEIVED
LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
221
Accounts w/ balance
260
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFT-ALL COMPANY INC.
Plan sponsor
Name
LIFT-ALL COMPANY INC
EIN
23-1649025
Address
1909 MCFARLAND · LANDISVILLE, PA · 175380027
Phone
(717) 898-6615
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
TROUT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $5K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| WELLS FARGO FUNDS TRUST | 41-0449260 | — | NONE | $0 | — |
| BARON FUNDS | — | NEW YORK, NY | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $25.9M(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
$25.5M
27 holdings
Common Collective Trust
$387K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $6.4M | 25.0% | |
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $4.9M | 19.2% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $3.3M | 12.8% | |
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $2.6M | 10.2% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $1.9M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $1.6M | 6.1% | |
| FIDELITY GROWTH DISCOVERY K | — | — | — | $1.1M | 4.3% | |
| FIDELITY 500 INDEX | — | — | — | $716K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $566K | 2.2% | |
| T. ROWE PRICE RETIREMENT 2015 INV | — | — | — | $472K | 1.8% | |
| T. ROWE PRICE STABLE VALUE E | — | — | — | $411K | 1.6% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $387K | 1.5% | |
| PARTICIPANT LOANS | — | — | — | $350K | 1.4% | |
| DFA INTL CORE EQTY 2 PORTFOLIO I | — | — | — | $261K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $256K | 1.0% | |
| DFA US TARGETED VALUE PORTFOLIO | — | — | — | $146K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $135K | 0.5% | |
| PUTNAM SMALL CAP GROWTH R6 | — | — | — | $93K | 0.4% | |
| DODGE & COX INCOME FUND I | — | — | — | $81K | 0.3% | |
| FIDELITY MID CAP STOCK FUND | — | — | — | $70K | 0.3% | |
| COLUMBIA SELECT MD CAP VAL INSTL | — | — | — | $68K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $68K | 0.3% | |
| PIMCO HIGH YIELD FUND, INSTITUTIONAL | — | — | — | $52K | 0.2% | |
| T. ROWE PRICE VALUE INV | — | — | — | $20K | <0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $17K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | — | — | — | $2K | <0.1% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 INV | — | — | — | $1K | <0.1% |