Original filing (PDF)20250703120806NAL0000204147001

AGGREGATE MACHINERY SPECIALIST

Name: AGGREGATE MACHINERY SPECIALIST — AGGREGATE MACHINERY SPECIALIST 401(K) PLAN, Form 5500 (2024)
Creator: AGGREGATE MACHINERY SPECIALIST

Form 5500-SF

FILING_RECEIVED

AGGREGATE MACHINERY SPECIALIST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGGREGATE MACHINERY SPECIALIST.

Plan sponsor

Name

AGGREGATE MACHINERY SPECIALIST

EIN

33-0181443

Address

PO BOX 20340 · MESA, AZ · 85277

Phone

(818) 519-2368

Industry

Real Estatesee 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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

PIRANHA RENTALS, LLC

PIRANHA RENTALS, LLC 401(K) PROFIT SHARING PLANS

$880K · 28 participants

TRAXPLUS LLC

401K EMPLOYEE RETIREMENT PLAN

$876K · 50 participants

AELF

AELF 401(K) PROFIT SHARING PLAN & TRUST

$873K · 28 participants

DIXIE C & S, INC.

DIXIE C & S, INC. 401(K) PROFIT SHARING PLAN

$887K · 23 participants

GRAYSON INCORPORATED

GRAYSON 401(K) PLAN

$889K · 4 participants