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Original filing (PDF)20251014124737NAL0001366307001
ALLIED MACHINE & ENGINEERING CORPORATION
Form 5500
FILING_RECEIVED
ALLIED MACHINE & ENGINEERING CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
453
Accounts w/ balance
539
Plan assets (EOY)
$69.8M
Net assets (EOY)
$69.8M
How this plan invests
This plan
38 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED MACHINE & ENGINEERING CORPORATION.
Plan sponsor
Name
ALLIED MACHINE & ENGINEERING CORPORATION
EIN
34-0062712
Address
120 DEEDS DRIVE · DOVER, OH · 44622
Phone
(330) 343-4283
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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $63K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
38 direct securities· $68.7M(98% of reported assets)
Uncategorized
$54.5M
37 holdings
Mutual Funds
$14.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $14.2M | 20.3% | |
| Fidelity Investments Fidelity Blue Chip GR K6 | — | — | — | $12.0M | 17.2% | |
| Fidelity Investments Fidelity Total Bond K6 | — | — | — | $5.8M | 8.3% | |
| Vanguard Vangaurd Total International Stock Index Fund Admiral | — | — | — | $5.2M | 7.4% | |
| Columbia Select Large Cap Value I3 | — | — | — | $4.2M | 6.0% | |
| Fully Benefit-Responsive Investment Contract Empower Annuity Insurance Co. of America Guaranteed Investment Contract | — | — | — | $3.0M | 4.4% | |
| Vanguard Vangaurd Small Cap Value Index Fund Admiral | — | — | — | $2.4M | 3.5% | |
| Vanguard Vangaurd Mid Cap Growth Index Fund Admiral | — | — | — | $2.1M | 3.0% | |
| DFA U.S. Vector Equity Inst | — | — | — | $2.1M | 3.0% | |
| JP Morgan JPMorgan U.S. Equity Fund Class R5 | — | — | — | $2.1M | 3.0% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $1.4M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $1.3M | 1.9% | |
| Fidelity Investments Fidelity Freedom 2014 K6 | — | — | — | $1.2M | 1.7% | |
| Vanguard Wellington Fund Admiral | — | — | — | $922K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $794K | 1.1% | |
| DFA International Core EQ I | — | — | — | $769K | 1.1% | |
| Columbia Emerging Markets Fund I3 | — | — | — | $766K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $744K | 1.1% | |
| American Funds American Funds New Perspective Fund R5 | — | — | — | $696K | 1.0% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $643K | 0.9% | |
| Harbor Capital Harbor Capital Appreciation Fund Inst | — | — | — | $577K | 0.8% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $571K | 0.8% | |
| Vanguard Intermediate-Term Treasury Fund Admiral | — | — | — | $568K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $542K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $520K | 0.7% | |
| Fidelity Investments Fidelity Government Money Market Fund ** 568 * Fidelity Investments Fidelity Mid Cap Stock K6 | — | — | — | $506K | 0.7% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $472K | 0.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $433K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $398K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $387K | 0.6% | |
| Vanguard Vangaurd Small Cap Growth Index Fund Admiral | — | — | — | $351K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $294K | 0.4% | |
| DFA International Small Company Inst | — | — | — | $261K | 0.4% | |
| Vanguard Long-Term Investment-Grade Fund Admiral | — | — | — | $186K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $155K | 0.2% | |
| Fidelity Investments Fidelity Freedom Inc K6 | — | — | — | $93K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | — | — | — | $29K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 | — | — | — | $2K | <0.1% |
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