Back to filter
Original filing (PDF)20250911162818NAL0000345987001
A&P TOOL, INC.
Form 5500
FILING_RECEIVED
APT MANUFACTURING SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
91
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
22 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
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A&P TOOL, INC..
Plan sponsor
Name
A&P TOOL, INC.
DBA
APT MANUFACTURING SOLUTIONS
EIN
34-1816209
Address
801 INDUSTRIAL DRIVE · PO BOX 88 · HICKSVILLE, OH · 43526
Phone
(419) 542-6681
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
2025-09-11
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
STEYER & CO, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $29K | — |
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | NONE | $22K | — |
Investments
22 direct securities· $7.9M(100% of reported assets)
Uncategorized
$7.7M
21 holdings
Registered Investment Companies
$222K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Shares 2,472.690 | — | — | — | $1.7M | 21.5% | |
| Vanguard Value Index Admiral Shares 12,856.272 | — | — | — | $849K | 10.7% | |
| Vanguard Growth Index FD Admiral Shares 3,434.954 | — | — | — | $726K | 9.2% | |
| Vanguard Small Cap Index Shares 6,124.492 | — | — | — | $705K | 8.9% | |
| VanGuard Developed Mkts Index Shares 37,718.035 | — | — | — | $579K | 7.3% | |
| Ishares US Aggregate Bond Index Shares 58,607.006 | — | — | — | $522K | 6.6% | |
| Insurance Contract * Standard Stable Asset A Shares 14,376.020 | — | — | — | $502K | 6.3% | |
| Vanguard Mid Cap Value Index Shares 4,812.887 | — | — | — | $403K | 5.1% | |
| Vanquard Total Intl Stock Index Shares 9,719.490 | — | — | — | $308K | 3.9% | |
| Vanguard Mid Cap Index FD Admiral Shares 778.812 | — | — | — | $255K | 3.2% | |
| American Century Growth Shares 3,673.293 | Registered Investment Companies | — | — | $222K | 2.8% | |
| Vanguard Mid Cap Growth Index Shares 1,948.755 | — | — | — | $213K | 2.7% | |
| Pioneer Strategic Income Shares 18,451.045 | — | — | — | $173K | 2.2% | |
| Blackrock Global Allocation Shares 7,195.003 | — | — | — | $135K | 1.7% | |
| Invesco Balanced Risk Alloc Shares 15,530.801 | — | — | — | $125K | 1.6% | |
| First Eagle Global Fund Shares 1,650.081 | — | — | — | $111K | 1.4% | |
| Invesco Oppenheimer Mainstreet Mid Cap Shares 2,607.749 | — | — | — | $86K | 1.1% | |
| PGIM Jennison Mid Cap Growth Shares 3,310.690 | — | — | — | $75K | 1.0% | |
| John Hancock Bond Fund Shares 5,051.146 | — | — | — | $67K | 0.9% | |
| Franklin US Govt Secs Shares 11,478.121 | — | — | — | $58K | 0.7% | |
| Nuveen Div Value Shares 3,273.339 | — | — | — | $47K | 0.6% | |
| Invesco Oppenheimer Devloping Mkts Shares 694.320 | — | — | — | $26K | 0.3% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Manufacturing plans
PITTSBURGH PLUG AND PRODUCTS CORPORATION
PITTSBURGH PLUG AND PRODUCTS CORPORATION PROFIT SHARING PLAN
$7.9M · 29 participants
JS PRODUCTS, INC.
JS PRODUCTS, INC. 401(K) PLAN
$8.0M · 155 participants
FISKARS BRANDS, INC.
GERBER LEGENDARY BLADES UNION 401(K) RETIREMENT SAVINGS PLAN
$8.0M · 89 participants
VORTEX TOOL COMPANY, INC.
VORTEX TOOL COMPANY, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 37 participants
SPYDERCO, INC.
SPYDERCO 401(K) SAVINGS PLAN
$7.7M · 148 participants
CRESCENT MANUFACTURING COMPANY
THE CRESCENT MANUFACTURING COMPANY U.A.W. RETIREMENT PLAN
$8.2M · 4 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants