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Original filing (PDF)20250918094824NAL0000599923001
DEISTER MACHINE COMPANY, INC.
Form 5500
FILING_RECEIVED
DEISTER MACHINE COMPANY, INC. 401K SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
315
Accounts w/ balance
352
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEISTER MACHINE COMPANY, INC..
Plan sponsor
Name
DEISTER MACHINE COMPANY, INC.
EIN
35-0266470
Address
1933 E. WAYNE STREET · FORT WAYNE, IN · 46803
Phone
(260) 426-7495
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $45K | — |
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | RETAINED BY EMPLOYER | $27K | — |
Investments
33 direct securities· $16.9M(91% of reported assets)
Uncategorized
$14.2M
32 holdings
Guaranteed Income / GIC
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NYL Guaranteed Interest Account 2,150,379 | Guaranteed Income / GIC | — | — | $2.7M | 14.6% | |
| REGISTERED INVESTMENT COMPANIES American Funds Balanced Fund R1 52,886 | — | — | — | $1.8M | 9.7% | |
| Investment Company of America R1 24,422 | — | — | — | $1.4M | 7.5% | |
| American Target 2050 Fund Class R4 60,622 | — | — | — | $1.3M | 6.8% | |
| MFS Value Fund R3 21,359 | — | — | — | $1.0M | 5.5% | |
| Baird Aggregate Bond Fund Investor 91,864 | — | — | — | $923K | 5.0% | |
| American Target 2040 Fund Class R4 34,228 | — | — | — | $698K | 3.8% | |
| John Hancock Disc Val MC Fund R2 24,706 | — | — | — | $662K | 3.6% | |
| Vanguard 500 Index Fd Admiral 1,199 | — | — | — | $651K | 3.5% | |
| Neuberger Berman Mid Cap Gr A 34,534 | — | — | — | $583K | 3.1% | |
| American Funds EuroPacific Growth Fund R2 10,281 | — | — | — | $523K | 2.8% | |
| Macquarie Small Cap Growth Y 24,976 | — | — | — | $481K | 2.6% | |
| Brandywine Global Opp Bd C 55,329 | — | — | — | $439K | 2.4% | |
| Macquarie Small Cap Value Int 5,604 | — | — | — | $392K | 2.1% | |
| American Target 2035 Fund Class R4 19,644 | — | — | — | $371K | 2.0% | |
| American Target 2030 Fund Class R4 20,986 | — | — | — | $360K | 1.9% | |
| American Target 2055 Fund Class R4 13,162 | — | — | — | $343K | 1.8% | |
| PIMCO Real Return Fund A 31,526 | — | — | — | $314K | 1.7% | |
| Principal High Yield Fund Inst 46,106 | — | — | — | $309K | 1.7% | |
| American Target 2060 Fund Class R4 16,930 | — | — | — | $301K | 1.6% | |
| American Target 2045 Fund Class R4 13,255 | — | — | — | $278K | 1.5% | |
| Loomis Core Plus Bond Fund A 22,448 | — | — | — | $252K | 1.4% | |
| Vanguard International Value 5,425 | — | — | — | $204K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.5%, with maturities through August 2032 0 | — | — | — | $143K | 0.8% | |
| NYLI Winslow Lrg Cap Growth R2 | — | — | — | $135K | 0.7% | |
| Vanguard Total Intl Stock Index Fund Adm 3,674 | — | — | — | $116K | 0.6% | |
| American Target 2010 Fund Class R4 9,732 | — | — | — | $113K | 0.6% | |
| American Target 2025 Fund Class R4 3,214 | — | — | — | $48K | 0.3% | |
| DFA International Small Company I 2,134 | — | — | — | $41K | 0.2% | |
| American 2065 TD Ret R4 1,681 | — | — | — | $29K | 0.2% | |
| Invesco Developing Markets 529 | — | — | — | $21K | 0.1% | |
| American Target 2020 Fund Class R4 1,477 | — | — | — | $20K | 0.1% | |
| Cohen & Steers Institutional Realty 412,416 | — | — | — | $20K | 0.1% |