Original filing (PDF)20251003133600NAL0002381200004

ASSOCIATION OF EQUIPMENT MANUFACTURERS

Name: ASSOCIATION OF EQUIPMENT MANUFACTURERS — ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN, Form 5500 (2024)
Creator: ASSOCIATION OF EQUIPMENT MANUFACTURERS

Form 5500

FILING_RECEIVED

ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN

Defined-benefit pension plan

Signals · 1

39% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

11 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION OF EQUIPMENT MANUFACTURERS.

Plan sponsor

Name

ASSOCIATION OF EQUIPMENT MANUFACTURERS

EIN

31-1796607

Address

6737 WEST WASHINGTON STREET · SUITE 2400 · MILWAUKEE, WI · 532145647

Phone

(414) 298-4141

Industry

Other Services (ex. Public Admin)see 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

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC CAPITAL INVMNT ADVISOR	36-4268991	—	NONE	$15K	—
MIDWEST INSTITUTIONAL TRUST	39-6490536	—	NONE	$8K	—

Investments

11 direct securities· $9.9M(100% of reported assets)

Uncategorized

$8.7M

9 holdings

Real Estate

$1.1M

1 holding

Mutual Funds

$139K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vanguard Total Stock Market Index Fund	—	—	$961K	$3.8M	38.7%
	Baird Intermediate Bond Fd Instl	—	—	$2.3M	$2.2M	22.4%

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