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Original filing (PDF)20250819070200NAL0003700450001
AMUNEAL MANUFACTURING CORPORATION
Form 5500
FILING_RECEIVED
AMUNEAL RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
210
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMUNEAL MANUFACTURING CORPORATION.
Plan sponsor
Name
AMUNEAL MANUFACTURING CORPORATION
EIN
23-1657448
Address
4737 DARRAH STREET · PHILADELPHIA, PA · 19124
Phone
(215) 535-3000
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
2025-08-19
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT LYONS SHUMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | — | WILMINGTON, DE | AUDITOR | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH TPA SOLUTIONS | — | MEDFORD, NJ | CONTRACT AMIN | $9K | — |
Investments
31 direct securities· $27.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Registered Investment Company - | — | — | — | $4.6M | 16.4% | |
| Empower Life & Annuity Insurance Company Group * Company Key Guranteed Portfolio Annuity Contract - | — | — | — | $2.0M | 7.0% | |
| Vanguard Total Stock Market Index Registered Investment Company - | — | — | — | $1.8M | 6.3% | |
| Vanguard Target Retirement 2045 Registered Investment Company - | — | — | — | $1.7M | 6.2% | |
| Vanguard Target Retirement 2040 Registered Investment Company - | — | — | — | $1.6M | 5.7% | |
| Vanguard Target Retirement 2035 Registered Investment Company - | — | — | — | $1.6M | 5.6% | |
| MFS International Diversification Registered Investment Company - | — | — | — | $1.5M | 5.4% | |
| Vanguard Value Index Registered Investment Company - | — | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2030 Registered Investment Company - | — | — | — | $1.2M | 4.4% | |
| Vanguard Mid-Cap Index Registered Investment Company - | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2060 Registered Investment Company - | — | — | — | $1.0M | 3.6% | |
| American Funds Bond Fund of America Registered Investment Company - | — | — | — | $978K | 3.5% | |
| American Funds New World Registered Investment Company - | — | — | — | $891K | 3.2% | |
| Vanguard Target Retirement 2050 Registered Investment Company - | — | — | — | $767K | 2.7% | |
| Vanguard Target Retirement 2055 Registered Investment Company - | — | — | — | $669K | 2.4% | |
| Fidelity 500 Index Registered Investment Company - | — | — | — | $635K | 2.3% | |
| Federated Hermes Institutional High Yield Bond Registered Investment Company - | — | — | — | $492K | 1.8% | |
| Janus Henderson Enterprise Registered Investment Company - | — | — | — | $480K | 1.7% | |
| Vanguard Target Retirement 2025 Registered Investment Company - | — | — | — | $459K | 1.6% | |
| American Funds New Prospective Registered Investment Company - | — | — | — | $417K | 1.5% | |
| Vanguard Mid-Cap Value Index Registered Investment Company - | — | — | — | $390K | 1.4% | |
| Vanguard Small-Cap Index Registered Investment Company - | — | — | — | $354K | 1.3% | |
| Vanguard Real Estate Registered Investment Company - | — | — | — | $293K | 1.0% | |
| Vanguard Target Retirement 2020 Registered Investment Company - | — | — | — | $286K | 1.0% | |
| T. Rowe Price Small-Cap Stock Registered Investment Company - | — | — | — | $285K | 1.0% | |
| American Beacon Small-Cap Value Registered Investment Company - | — | — | — | $229K | 0.8% | |
| American Funds Inflaction Linked Bond Registered Investment Company - | — | — | — | $178K | 0.6% | |
| American Funds Capital World Bond Registered Investment Company - | — | — | — | $92K | 0.3% | |
| Goldman Sachs Growth Strategy Registered Investment Company - | — | — | — | $89K | 0.3% | |
| Hartford Strategic Income Registered Investment Company - | — | — | — | $49K | 0.2% | |
| Invesco Gold and Special Minerals Registered Investment Company - | — | — | — | $41K | 0.1% |