Back to filter
Original filing (PDF)20250826103026NAL0014947856001
MAGNA MACHINE CO.
Form 5500
FILING_RECEIVED
MAGNA MACHINE CO. 401(K) PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
156
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
33 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 (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNA MACHINE CO..
Plan sponsor
Name
MAGNA MACHINE CO.
EIN
31-0559326
Address
11180 SOUTHLAND ROAD · CINCINNATI, OH · 45240
Phone
(513) 851-6900
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
2025-08-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUDLER, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTUIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $3K | — |
Investments
33 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 52,273 shares | — | — | — | $1.1M | 13.1% | |
| T. Rowe Price Retirement 2025 62,538 shares | — | — | — | $1.0M | 12.3% | |
| Fidelity Contrafund 46,378 shares | — | — | — | $975K | 11.6% | |
| T. Rowe Price Retirement 2030 35,408 shares | — | — | — | $908K | 10.8% | |
| T. Rowe Price Retirement 2040 15,070 shares | — | — | — | $461K | 5.5% | |
| Fidelity Government Money Market 442,606 shares | — | — | — | $443K | 5.3% | |
| Fidelity 500 Index Fund 1,997 shares | — | — | — | $408K | 4.9% | |
| T. Rowe Price Retirement 2055 18,805 shares | — | — | — | $374K | 4.5% | |
| Fidelity Total Market Index Fund 1,875 shares | — | — | — | $302K | 3.6% | |
| T. Rowe Price Retirement 2050 15,472 shares | — | — | — | $293K | 3.5% | |
| Fidelity Small Cap Growth Fund 6,342 shares | — | — | — | $212K | 2.5% | |
| T. Rowe Price Retirement 2045 9,338 shares | — | — | — | $208K | 2.5% | |
| T. Rowe Price Dividend Growth Adv 2,568 shares | — | — | — | $197K | 2.3% | |
| Fidelity Equity Inc 2,563 shares | — | — | — | $189K | 2.2% | |
| Fidelity Low Priced Stock Fund 3,741 shares | — | — | — | $152K | 1.8% | |
| Baird Core Plus Bond 13,156 shares | — | — | — | $138K | 1.6% | |
| Participant Loans - Interest rates from 4.25% to 9.50% | — | — | — | $127K | 1.5% | |
| Fidelity International Value 11,224 shares | — | — | — | $113K | 1.3% | |
| T. Rowe Price Retirement 2020 5,484 shares | — | — | — | $102K | 1.2% | |
| Fidelity Ext Market Index Adv 888 shares | — | — | — | $81K | 1.0% | |
| T. Rowe Price Retirement Balanced Fund 6,083 shares | — | — | — | $81K | 1.0% | |
| Cohen & Steers Realty 1,186 shares | — | — | — | $78K | 0.9% | |
| Janus Balanced Fund Class 1,614 shares | — | — | — | $74K | 0.9% | |
| Fidelity Intermediate Treasury Bond 7,425 shares | — | — | — | $70K | 0.8% | |
| Harbor International Fund 1,559 shares | — | — | — | $68K | 0.8% | |
| Fidelity International Index Fund 778 shares | — | — | — | $37K | 0.4% | |
| PIMCO Real Return Fund Bond Adm 3,378 shares | — | — | — | $34K | 0.4% | |
| PGIM High Yield R4 6,602 shares | — | — | — | $31K | 0.4% | |
| Janus Henderson Enterprise Fund Class 218 shares | — | — | — | $30K | 0.4% | |
| Fidelity International Capital Appreciation Fund 1,086 shares | — | — | — | $30K | 0.4% | |
| Virtus Ceredex Mid Cap Value Equity Fund Cla 2,061 shares | — | — | — | $25K | 0.3% | |
| ABF Small Cap Val Inv 490 shares | — | — | — | $11K | 0.1% | |
| T. Rowe Price Retirement 2010 400 shares | — | — | — | $6K | <0.1% |
Related plans
Similar-size Manufacturing plans
NELSEN STEEL & WIRE L.P.
NELSEN STEEL & WIRE L.P. NON-UNION RETIREMENT SAVINGS PLAN
$8.4M · 27 participants
WRENTHAM TOOL PRODUCTS, LLC
WRENTHAM TOOL & PHILLIPS SCREW 401(K) PLAN
$8.4M · 54 participants
POWER ENGINEERING AND MANUFACTURING, LTD.
POWER ENGINEERING & MANUFACTURING, LTD 401(K) PROFIT SHARING PLAN
$8.4M · 72 participants
DUBOSE STRAPPING INC
DUBOSE STRAPPING INC 401(K) PROFIT SHARING PLAN & TRUST
$8.4M · 254 participants
LIBERTY STEEL INDUSTRIES, INC.
LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN
$8.3M · 150 participants
FRANK CALANDRA INC. EXECUTIVE BONUS TRUST
FRANK CALANDRA INC. EXECUTIVE BONUS TRUST
$8.5M · 53 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants