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Original filing (PDF)20251001100742NAL0005864019001
MACK INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
MACK INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
625
Accounts w/ balance
641
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACK INDUSTRIES, INC..
Plan sponsor
Name
MACK INDUSTRIES, INC.
EIN
34-0934842
Address
1321 INDUSTRIAL PARKWAY NORTH SUITE · BRUNSWICK, OH · 44212
Phone
(330) 460-7021
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $86K | — |
Investments
19 direct securities · 13 pooled funds· $36.8M(100% 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.
Common Collective Trust
$18.8M
13 holdings
Uncategorized
$18.1M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH W SERS CL MS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.5M | 14.9% | |
| Fidelity 500 Index | — | — | — | $4.3M | 11.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.1M | 8.6% | |
| American Funds American Funds American Balanced R6 | — | — | — | $2.3M | 6.1% | |
| COLUMBIA TRUST DIVIDEND INCOME MS RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| BlackRock Mid-Cap Growth Equity Instl | — | — | — | $1.7M | 4.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Fidelity Advisor Technology I | — | — | — | $1.5M | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.1M | 2.9% | |
| PGIM Total Return Bond R6 | — | — | — | $1.0M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| BlackRock Health Sciences Opps Inst | — | — | — | $978K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $939K | 2.6% | |
| Undiscovered Managers Undiscovered Mgrs Behavioral Value R6 | — | — | — | $916K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $840K | 2.3% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $803K | 2.2% | |
| BlackRock High Yield Instl | — | — | — | $758K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $740K | 2.0% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $692K | 1.9% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $580K | 1.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $557K | 1.5% | |
| Columbia Seligman Columbia Seligman Tech & Information I2 | — | — | — | $531K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $249K | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $195K | 0.5% | |
| PIMCO Int Bond (Usd-Hedged) Inst | — | — | — | $144K | 0.4% | |
| DWS Reef Real Estate Securities Instl | — | — | — | $121K | 0.3% | |
| Invesco Eqv Emerging Mrkts All Cap Fd Y | — | — | — | $109K | 0.3% | |
| William Blair William Blair Small Cap Growth I | — | — | — | $82K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $50K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $10K | <0.1% |