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Original filing (PDF)20251003095111NAL0003127858001
MANITOWOC TOOL & MANUFACTURING, LLC
Form 5500
FILING_RECEIVED
MANITOWOC TOOL & MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
220
Accounts w/ balance
250
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANITOWOC TOOL & MANUFACTURING, LLC.
Plan sponsor
Name
MANITOWOC TOOL & MANUFACTURING, LLC
EIN
26-2249970
Address
4330 EXPO DRIVE · MANITOWOC, WI · 54220
Phone
(920) 682-8825
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
2025-10-03
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $20K | — |
Investments
25 direct securities · 3 pooled funds· $12.6M(97% 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.
Uncategorized
$9.9M
25 holdings
Common Collective Trust
$2.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | — | — | — | $2.4M | 18.8% | |
| Vanguard 500 Index Fund | — | — | — | $1.8M | 14.2% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.7M | 13.1% | |
| American Funds Fundamental Investors Fund | — | — | — | $1.0M | 7.9% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $994K | 7.7% | |
| American Funds Europacific Growth Fund | — | — | — | $776K | 6.0% | |
| American Funds Small Cap World Fund | — | — | — | $721K | 5.6% | |
| American Funds Investment Company of America Fund | — | — | — | $506K | 3.9% | |
| Goldman Sachs Mid Cap Growth Fund | — | — | — | $425K | 3.3% | |
| Goldman Sachs Small Cap Equity Fund | — | — | — | $369K | 2.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $355K | 2.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $259K | 2.0% | |
| Dodge & Cox Income Fund | — | — | — | $199K | 1.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $199K | 1.5% | |
| Janus Henderson Perkins Mid Cap Value Fund | — | — | — | $173K | 1.3% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $149K | 1.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $127K | 1.0% | |
| American Funds New World Fund | — | — | — | $114K | 0.9% | |
| Vanguard Small Cap Index Fund | — | — | — | $85K | 0.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $46K | 0.4% | |
| American Funds Capital Income Builders Fund | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $25K | 0.2% | |
| ASSOC MONEY MARKET COLLECTIVE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Inc | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $1K | <0.1% |
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