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Original filing (PDF)20251015142053NAL0002560163001
RANOR, INC.
Form 5500
FILING_RECEIVED
RANOR, INC. 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
119
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANOR, INC..
Plan sponsor
Name
RANOR, INC.
EIN
27-0017112
Address
1 BELLA DRIVE · WESTMINSTER, MA · 01473
Phone
(978) 883-5102
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
2025-10-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TABRIZTCHI & CO. CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $19K | — |
Investments
30 direct securities · 1 pooled fund· $8.4M(98% 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.
Registered Investment Companies
$7.8M
30 holdings
Common Collective Trust
$579K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $850K | 9.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $784K | 9.1% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $668K | 7.8% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $612K | 7.1% | |
| INVESCO CORPORATE BOND A | Registered Investment Companies | — | — | $609K | 7.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $592K | 6.9% | |
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $579K | 6.7% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $518K | 6.0% | |
| MFS MID CAP GROWTH FUND R4 | Registered Investment Companies | — | — | $462K | 5.4% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $453K | 5.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $265K | 3.1% | |
| FIDELITY SMALL CAP GROWTH FUND | Registered Investment Companies | — | — | $232K | 2.7% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $229K | 2.7% | |
| VOYA GNMA INCOME FUND CL I | Registered Investment Companies | — | — | $171K | 2.0% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $169K | 2.0% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $141K | 1.6% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $126K | 1.5% | |
| MFS NEW DISCOVERY VALUE R3 | Registered Investment Companies | — | — | $121K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $115K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $112K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $100K | 1.2% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $96K | 1.1% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $78K | 0.9% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $77K | 0.9% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $75K | 0.9% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $63K | 0.7% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $40K | 0.5% | |
| HARTFORD WORLD BOND R6 | Registered Investment Companies | — | — | $35K | 0.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $12K | 0.1% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $10K | 0.1% |
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