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Original filing (PDF)20250626161052NAL0005050163001
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
21% employer stockNo recordkeeper disclosed
Active participants
4,925
Accounts w/ balance
1
Plan assets (EOY)
$862.3M
Net assets (EOY)
$862.3M
How this plan invests
This plan
1 pooled trust
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- 21% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
- Only 0% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED INDUSTRIAL TECHNOLOGIES, INC..
Plan sponsor
Name
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
EIN
34-0117420
Address
ONE APPLIED PLAZA · CLEVELAND, OH · 441152511
Phone
(216) 426-4776
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $75K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $496K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOB MARKEY FREDOROVICH | 34-1523030 | — | ACCOUNTANT | $40K | — |
| PLANTE AND MORAN PLLC | 38-1367951 | — | ACCOUNTANT | $6K | — |
Investments
53 direct securities · 1 pooled fund· $838.1M(97% 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.
Uncategorized
$765.8M
52 holdings
Common Collective Trust
$64.1M
1 holding
Mutual Funds
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Applied Industrial Technologies, Inc. Common Stock | — | — | — | $178.1M | 20.7% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $64.1M | 7.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $54.8M | 6.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $45.5M | 5.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $28.9M | 3.3% | |
| Vanguard Growth Index Institutional Fund Mutual Fund | — | — | — | $28.3M | 3.3% | |
| Vanguard Growth Index Institutional Fund Mutual Fund | — | — | — | $27.8M | 3.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $27.3M | 3.2% | |
| Large Growth Stock Fund Harbor Capital Appreciation Retirement Fund Mutual Fund | — | — | — | $27.0M | 3.1% | |
| JP Morgan Growth Advantage R6 Fund Mutual Fund | — | — | — | $26.9M | 3.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $25.8M | 3.0% | |
| Vanguard Institutional Index Institutional Fund Mutual Fund | — | — | — | $23.4M | 2.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $23.3M | 2.7% | |
| Vanguard Institutional Index Institutional Fund Mutual Fund | — | — | — | $19.8M | 2.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $16.4M | 1.9% | |
| Large Core Stock Fund Columbia Large Cap Enhanced Core I3 Fund Mutual Fund | — | — | — | $12.8M | 1.5% | |
| T. Rowe Price U.S. Equity Research Fund Mutual Fund | — | — | — | $12.8M | 1.5% | |
| Vanguard Growth & Income Admiral Fund Mutual Fund | — | — | — | $12.8M | 1.5% | |
| Foreign Stock Fund Vanguard Total International Stock Index Institutional Fund Mutual Fund | — | — | — | $11.8M | 1.4% | |
| Fidelity Mid Cap Growth Index Fund Mutual Fund | — | — | — | $11.8M | 1.4% | |
| Mid Cap Growth Stock Fund T. Rowe Price Instl Mid-Cap Equity Growth Fund Mutual Fund | — | — | — | $10.6M | 1.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $9.9M | 1.1% | |
| Small Cap Growth Stock Fund Vanguard Russell 2000 Growth Index Instl Fund Mutual Fund | — | — | — | $9.2M | 1.1% | |
| MFS International Equity R6 Fund Mutual Fund | — | — | — | $9.1M | 1.1% | |
| ranging from January 2025 to September 2035) | — | — | — | $8.5M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $8.5M | 1.0% | |
| Fixed Income Funds Bond Fund Baird Aggregate Bond Institutional Fund Mutual Fund | — | — | — | $8.3M | 1.0% | |
| s - Equity Large Value Stock Fund Vanguard Value Index Institutional Fund Mutual Fund | Mutual Funds | — | — | $8.2M | 1.0% | |
| Vanguard Value Index Institutional Fund Mutual Fund | — | — | — | $7.6M | 0.9% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund | — | — | — | $6.6M | 0.8% | |
| Retirement-Year Based Funds Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $6.5M | 0.8% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | — | — | — | $6.2M | 0.7% | |
| JP Morgan US Value R6 Fund Mutual Fund | — | — | — | $6.1M | 0.7% | |
| Vanguard Mid Cap Index Institutional Fund Mutual Fund | — | — | — | $5.7M | 0.7% | |
| Nuveen Social Choice International Equity R6 Fund Mutual Fund | — | — | — | $5.2M | 0.6% | |
| Putnam Small Cap Growth R6 Fund Mutual Fund | — | — | — | $4.8M | 0.6% | |
| Vanguard Total International Stock Index Institutional Fund Mutual Fund | — | — | — | $4.7M | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral Fund Mutual Fund | — | — | — | $4.3M | 0.5% | |
| Legg Mason ClearBridge Select IS Fund Mutual Fund | — | — | — | $4.0M | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $3.6M | 0.4% | |
| Mid Cap Core Stock Fund Vanguard Mid Cap Index Institutional Fund Mutual Fund | — | — | — | $3.1M | 0.4% | |
| Mid Cap Value Stock Fund John Hancock Disciplined Value Mid Cap R6 Fund Mutual Fund | — | — | — | $2.6M | 0.3% | |
| Balanced Funds Vanguard Wellesley Income Admiral Fund Mutual Fund | — | — | — | $2.1M | 0.2% | |
| Vanguard Strategic Equity Inv Fund Mutual Fund | — | — | — | $1.9M | 0.2% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | — | — | — | $1.7M | 0.2% | |
| Small Cap Value Stock Fund PIMCO RAE US Small Institutional Fund Mutual Fund | — | — | — | $1.6M | 0.2% | |
| CornerCap Small-Cap Value Institutional Fund Mutual Fund | — | — | — | $1.6M | 0.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund Mutual Fund | — | — | — | $1.4M | 0.2% | |
| MFS Blended Research Mid Cap Equity R6 Fund Mutual Fund | — | — | — | $1.1M | 0.1% | |
| Applied Finance Explorer Institutional Fund Mutual Fund | — | — | — | $954K | 0.1% | |
| Small Cap Core Stock Fund Touchstone Small Company R6 Fund Mutual Fund | — | — | — | $776K | <0.1% | |
| Thrivent Small Cap Stock S Fund Mutual Fund | — | — | — | $773K | <0.1% | |
| Madison Mid Cap R6 Fund Mutual Fund | — | — | — | $767K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $517K | <0.1% |
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