Form 5500 Search
Back to filter
Original filing (PDF)20251015121859NAL0009545122001

CONTINENTAL GLOBAL MATERIAL HAND

Form 5500
FILING_RECEIVED
CONTINENTAL GLOBAL MATERIAL HANDLING FACTORY EMPLOYEES' 401(
401(k) retirement plan
Active participants
176
Accounts w/ balance
195
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
  • 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL GLOBAL MATERIAL HAND.
Plan sponsor
Name
CONTINENTAL GLOBAL MATERIAL HAND
EIN
34-1603197
Address
438 INDUSTRIAL DRIVE · PO BOX 400 · WINFIELD, AL · 35594
Phone
(205) 487-1970
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$20K
Other
1
NameEINLocationRelationDirect compIndirect comp
LPL FINANCIAL04-3046611INVESTMENT/FINANCIAL ADVI$15K

Investments

1 pooled fund· $0(0% 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.

InvestmentTypeCurrent value% of plan
PUTNAM STABLE VALUE 25
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$0<0.1%

Related plans