How big is Meadville Forging Company, L.P.'s plan?

Meadville Forging Company, L.P.'s plan reported $11.2M in assets and 142 participants for 2024.

Original filing (PDF)20250912092933NAL0001105904001

Meadville Forging Company, L.P.

Name: Meadville Forging Company, L.P. — Meadville Forging, Form 5500 (2024)
Creator: Meadville Forging Company, L.P.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Meadville Forging Company 401(k) Plan for Union Employees

401(k) retirement plan · Meadville Forging Company, L.P.'s Meadville Forging Company 401(k) Plan for Union Employees held $11.2M in plan assets for 142 participants in 2024, with Fidelity as recordkeeper.

Active participants

142

Accounts w/ balance

182

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Robert LACK signed Meadville Forging Company, L.P.'s 2024 Form 5500 as plan administrator.

Robert LACK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Meadville Forging Company, L.P.'s EIN is 25-1850430.

EIN 25-1850430

Plan number 006

Plan year 2024

ACK ID 20250912092933NAL0001105904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meadville Forging Company, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meadville Forging Company, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEADVILLE FORGING COMPANY, L.P..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MEADVILLE FORGING COMPANY, L.P.

EIN

all filings

Address

ONE NORTHFIELD PLAZA, STE 510 · NORTHFIELD, IL · 60093

Phone

(847) 446-7550

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$2K	—

Investments

28 direct securities · 1 pooled fund· $10.7M(96% 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.

Mutual Funds

$9.1M

20 holdings

Common Collective Trusts

$802K

4 holdings

Other securities

$536K

4 holdings

Common Collective Trust

$300K

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund K	Mutual Funds	—	—	$1.4M	12.6%
Fidelity Investments Fidelity Capital Appreciation K Fund	Mutual Funds	—	—	$1.2M	11.0%
Fidelity Investments Fidelity Freedom K 2030 Fund	Mutual Funds	—	—	$1.0M	9.3%
Fidelity Investments Fidelity Freedom K 2035 Fund	Mutual Funds	—	—	$1.0M	9.0%
Fidelity Investments Fidelity Freedom K 2040 Fund	Mutual Funds	—	—	$803K	7.2%
Fidelity Investments Fidelity Freedom K 2050 Fund	Mutual Funds	—	—	$661K	5.9%
Fidelity Investments Fidelity Freedom K 2060 Fund	Mutual Funds	—	—	$468K	4.2%
maturing through December 2029	Other securities	—	—	$432K	3.9%
Fidelity Investments Fidelity Freedom K 2045 Fund	Mutual Funds	—	—	$393K	3.5%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$391K	3.5%
Fidelity Investments Fidelity Freedom K 2055 Fund	Mutual Funds	—	—	$364K	3.3%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$324K	2.9%
Fidelity Management Trust Company Fidelity Managed Income Portfolio Class I	Mutual Funds	—	—	$320K	2.9%
Fidelity Investments Fidelity Freedom K 2065 Fund	Mutual Funds	—	—	$307K	2.8%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$300K	2.7%
Fidelity Investments Fidelity Overseas K Fund	Mutual Funds	—	—	$277K	2.5%
Fidelity Investments Fidelity Freedom K 2020 Fund	Mutual Funds	—	—	$239K	2.1%
Fidelity Investments Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$201K	1.8%
Fidelity Investments Fidelity Mid-Cap Stock K Fund	Mutual Funds	—	—	$133K	1.2%
Fidelity Investments Fidelity Freedom K 2070 Fund 954 * Fidelity Investments Fidelity Freedom K Income Fund	Mutual Funds	—	—	$111K	1.0%
Fidelity Investments Fidelity Global Ex U.S. Index Fund	Common Collective Trusts	—	—	$82K	0.7%
Fidelity Investments Fidelity Value K Fund	Mutual Funds	—	—	$80K	0.7%
American Beacon American Beacon Large Cap Value Fund	Other securities	—	—	$72K	0.6%
Fidelity Investments Fidelity Magellan K Fund	Mutual Funds	—	—	$60K	0.5%
Loomis Small Cap Value N Fund	Other securities	—	—	$23K	0.2%
BNY Mellon Global Fixed Income	Other securities	—	—	$9K	<0.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Investments Fidelity Freedom K 2010 Fund	Mutual Funds	—	—	$4K	<0.1%