Original filing (PDF)20251014110936NAL0002710977001

Automatic Handling International, Inc. Welfare Plan

Name: Automatic Handling International, Inc. Welfare Plan — Form 5500 Plan 002 (2024)
Creator: Automatic Handling International, Inc. Welfare Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Automatic Handling International Employee Stock Ownership Plan

Defined-contribution retirement plan · Automatic Handling International, Inc. Welfare Plan's Automatic Handling International Employee Stock Ownership Plan held $9.8M in plan assets for 79 participants in 2024.

Signals · 3

Possibly inadequate fidelity bond100% in single holdingHigh average account balance

Active participants

Accounts w/ balance

132

Plan assets (EOY)

$9.8M

Net assets (EOY)

-$2.7M

People on this filing

Kimberly Bringman signed Automatic Handling International, Inc. Welfare Plan's 2024 Form 5500 as plan administrator.

Kimberly Bringman — 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

Automatic Handling International, Inc. Welfare Plan's EIN is 26-0299622.

EIN 26-0299622

Plan number 002

Plan year 2024

ACK ID 20251014110936NAL0002710977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Automatic Handling International, Inc. Welfare Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Automatic Handling International, Inc. Welfare Plan's plan includes a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUTOMATIC HANDLING INTERNATIONAL, INC. WELFARE PLAN.

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How this plan invests

This plan

1 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

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

AUTOMATIC HANDLING INTERNATIONAL, INC. WELFARE PLAN

EIN

all filings

Address

360 LAVOY RD · ERIE, MI · 48133

Phone

(734) 847-0633

Industry

Manufacturing

Plan administrator