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Original filing (PDF)20250715143934NAL0001391587001
AUTOMATIC HANDLING INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
110
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 AUTOMATIC HANDLING INTERNATIONAL, INC..
Plan sponsor
Name
AUTOMATIC HANDLING INTERNATIONAL, INC.
EIN
26-0299622
Address
360 LAVOY RD. · ERIE, MI · 48133
Phone
(734) 847-0633
Industry
Manufacturingsee 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER DEALER | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | 34-1944384 | — | THIRD PARTY ADMINISTRATO | — | — |
Investments
33 direct securities · 1 pooled fund· $21.0M(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
$10.6M
33 holdings
Pooled Separate Account
$10.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNTS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.3M | 97.0% | |
| Voya American Funds AMCAP Fund R6 | — | — | — | $1.3M | 12.1% | |
| Voya American Funds Wash Mutual Inv FundSM - Class R-6 | — | — | — | $1.2M | 11.6% | |
| Voya Eaton Vance Income Fund of Boston - Class R6 | — | — | — | $693K | 6.5% | |
| Voya Intermediate Bond Fund - Class R6 | — | — | — | $675K | 6.3% | |
| Voya Neuberger Mid Cap Growth Fund - Class R6 | — | — | — | $634K | 6.0% | |
| Voya Vanguard Target Retirement 2055 Fund - IS | — | — | — | $619K | 5.8% | |
| Voya Vanguard Target Retirement 2060 Fund - IS | — | — | — | $571K | 5.4% | |
| Voya Vanguard Target Retirement 2045 Fund - IS | — | — | — | $558K | 5.2% | |
| Voya American Funds EuroPacific Growth Fund - Class R-6 | — | — | — | $558K | 5.2% | |
| Voya Vanguard Total Stock Market Index Fund - Admiral | — | — | — | $534K | 5.0% | |
| Voya Vanguard Small-Cap Index Fund - Admiral | — | — | — | $506K | 4.8% | |
| Voya American Funds New World Fund - Class R-6 | — | — | — | $419K | 3.9% | |
| Voya DFA Inflation-Protected Securities Portfolio - IS | — | — | — | $386K | 3.6% | |
| Voya Fixed Account | — | — | — | $252K | 2.4% | |
| Voya Vanguard Target Retirement 2040 Fund - IS | — | — | — | $249K | 2.3% | |
| Voya American Funds American Balanced Fund - Class R-6 | — | — | — | $241K | 2.3% | |
| Voya Vanguard Target Retirement 2035 Fund - IS | — | — | — | $182K | 1.7% | |
| Voya Brandywine Glbl Opportunities Bond Fund - Class IS | — | — | — | $172K | 1.6% | |
| Voya American Funds Fundamental Investors - Class R-6 | — | — | — | $163K | 1.5% | |
| Voya DFA Real Estate Securities Prt - Institutional | — | — | — | $119K | 1.1% | |
| Voya Vanguard Target Retirement 2025 Fund - IS | — | — | — | $110K | 1.0% | |
| Voya Vanguard Target Retirement 2050 Fund - IS | — | — | — | $109K | 1.0% | |
| Voya Vanguard Target Retirement 2030 Fund - IS | — | — | — | $109K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $62K | 0.6% | |
| Voya American Funds New Perspective Fund - Class R-6 | — | — | — | $49K | 0.5% | |
| Voya Vanguard Mid-Cap Index Fund - Admiral | — | — | — | $40K | 0.4% | |
| Voya ClearBridge Small Cap Growth Fund - Class IS | — | — | — | $39K | 0.4% | |
| Voya Vanguard Target Reitrement 2065 Fund - IS | — | — | — | $34K | 0.3% | |
| Voya DFA U.S.Tar Sm Cap Vi Fd - Instl | — | — | — | $19K | 0.2% | |
| Voya Vanguard Total Int Stock Index Fund - Adm | — | — | — | $16K | 0.1% | |
| Voya Vanguard Target Retirement 2070 Fund - IS | — | — | — | $3K | <0.1% | |
| Voya Government Money Market Fund - Class A | — | — | — | $3K | <0.1% | |
| Voya Loomis Sayles Bond Fund - Class N | — | — | — | $2K | <0.1% |