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Original filing (PDF)20250919155257NAL0003272899001
WESTMORELAND MECHANICAL TESTING AND RESEARCH
Form 5500
FILING_RECEIVED
WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
176
Accounts w/ balance
197
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTMORELAND MECHANICAL TESTING AND RESEARCH.
Plan sponsor
Name
WESTMORELAND MECHANICAL TESTING AND RESEARCH
EIN
25-1206267
Address
PO BOX 388 · 221 WESTMORELAND DRIVE · YOUNGSTOWN, PA · 15696
Phone
(724) 537-3131
Industry
Professional & Technical Servicessee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BUCKLER, MCKENNEY & NADZADI, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $13.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.3M
30 holdings
Common Collective Trust
$133K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE Registered Investment Company | — | — | — | $2.4M | 17.8% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE Registered Investment Company | — | — | — | $1.8M | 13.2% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE Registered Investment Company | — | — | — | $1.6M | 12.0% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE Registered Investment Company | — | — | — | $1.3M | 10.0% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE Registered Investment Company | — | — | — | $1.3M | 9.4% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE Registered Investment Company | — | — | — | $1.0M | 7.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMERICA Registered Investment Company | — | — | — | $618K | 4.6% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE Registered Investment Company | — | — | — | $613K | 4.6% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIRE Registered Investment Company | — | — | — | $436K | 3.3% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE Registered Investment Company | — | — | — | $320K | 2.4% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE Registered Investment Company | — | — | — | $299K | 2.2% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE Registered Investment Company | — | — | — | $257K | 1.9% | |
| Participant Loans Interest Rate 4.25 - 7.50% | — | — | — | $232K | 1.7% | |
| JANUS HENDERSON TRITON Registered Investment Company | — | — | — | $152K | 1.1% | |
| AMERICAN FUNDS US GOVT MONEY MARKET Registered Investment Company 13 * AMERICAN FUNDS WASHINGTON MUTUAL Registered Investment Company | — | — | — | $134K | 1.0% | |
| RELIANCEMETLIFE GAC SERIES 25053 CL RELIANCE TRUST CT OR SVF · EIN 20-3691658 / PN 002 | Common Collective Trust | — | — | $133K | 1.0% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH Registered Investment Company | — | — | — | $132K | 1.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE Registered Investment Company | — | — | — | $115K | 0.9% | |
| RELIANCEMETLIFE GAC SERIES 25157 Common/Collective Trust | — | — | — | $108K | 0.8% | |
| LORD ABBETT DIVIDEND GROWTH Registered Investment Company | — | — | — | $102K | 0.8% | |
| AMERICAN FUNDS INVMT CO OF AMERICA Registered Investment Company | — | — | — | $100K | 0.8% | |
| VICTORY SYCAMORE ESTABLISHED VALUE Registered Investment Company | — | — | — | $72K | 0.5% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND Registered Investment Company | — | — | — | $71K | 0.5% | |
| AMERICAN FUNDS SMALLCAP WORLD Registered Investment Company | — | — | — | $66K | 0.5% | |
| PIMCO INCOME Registered Investment Company | — | — | — | $31K | 0.2% | |
| MFS VALUE FUND Registered Investment Company | — | — | — | $28K | 0.2% | |
| AMERICAN FUNDS NEW WORLD Registered Investment Company | — | — | — | $24K | 0.2% | |
| FRANKLIN SMALL CAP VALUE Registered Investment Company | — | — | — | $12K | <0.1% | |
| AMERICAN FUNDS CORPORATE BOND FUND Registered Investment Company | — | — | — | $10K | <0.1% | |
| COLUMBIA OVERSEAS VALUE Registered Investment Company | — | — | — | $2K | <0.1% | |
| PIMCO REAL RETURN Registered Investment Company | — | — | — | $2K | <0.1% |
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