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Original filing (PDF)20241015111532NAL0029369489001

MATERIAL HANDLING SYSTEMS, INC.

Form 5500
FILING_RECEIVED
MATERIAL HANDLING SYSTEMS, INC. SAVINGS AND INVESTMENT PLAN
Defined-contribution retirement plan
Signals · 1
~410125000 bps in Sched C fees
Active participants
134
Accounts w/ balance
0
Plan assets (EOY)
$2
Net assets (EOY)
$2
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 410125000 bps in Schedule C fees — 259572685% above peer band of 158 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATERIAL HANDLING SYSTEMS, INC..
Plan sponsor
Name
MATERIAL HANDLING SYSTEMS, INC.
EIN
27-1219595
Address
131 GRIFFIN WAY · MT. WASHINGTON, KY · 40047
Phone
(502) 636-0690
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH, PIERCE, FENNER AND S13-5674085—RECORDKEEPER$74K—
Actuary
1
NameEINLocationRelationDirect compIndirect comp
CHERRY BEKAERT LLP—LOUISVILLE, KYACTUARY$8K—

Investments

1 pooled fund· $1(50% 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.

InvestmentTypeCurrent value% of plan
INVESCO STABLE VALUE RETIREMENT FUN
INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001
Common Collective Trust
$150.0%

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