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Original filing (PDF)20250730090049NAL0003787905001
MACALLISTER MACHINERY CO., INC
Form 5500
FILING_RECEIVED
MACALLISTER PROFIT SHARING & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,252
Accounts w/ balance
2,643
Plan assets (EOY)
$440.0M
Net assets (EOY)
$440.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACALLISTER MACHINERY CO., INC.
Plan sponsor
Name
MACALLISTER MACHINERY CO., INC
EIN
35-0791060
Address
6300 SOUTHEASTERN AVE · INDIANAPOLIS, IN · 46203
Phone
(248) 349-4800
Industry
Wholesale Tradesee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $168K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $33K | — |
Investments
14 direct securities · 13 pooled funds· $435.3M(99% 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
$217.8M
13 holdings
Common Collective Trust
$171.3M
13 holdings
Guaranteed Income / GIC
$46.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund 2,162,135 shares | — | — | $2.2M | $65.8M | 14.9% | |
| 3.00% | Guaranteed Income / GIC | — | — | $46.2M | 10.5% | |
| Vanguard Institutional Index Fund 79,281 shares | — | — | $79K | $38.0M | 8.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $585K | $33.8M | 7.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | $477K | $24.4M | 5.5% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $379K | $23.3M | 5.3% | |
| Dodge & Cox Stock Fund 81,553 shares | — | — | $82K | $21.0M | 4.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $380K | $20.5M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $335K | $20.2M | 4.6% | |
| Vanguard Extended Market Index Fund 122,321 shares | — | — | $122K | $17.6M | 4.0% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $182K | $15.0M | 3.4% | |
| Self-Directed Brokerage Account various | — | — | — | $12.8M | 2.9% | |
| Vanguard Total Bond Market Index Fund 1,341,932 shares | — | — | $1.3M | $12.7M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $161K | $10.5M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $198K | $9.8M | 2.2% | |
| Vanguard Total Intl Stock Index Fund 76,771 shares | — | — | $77K | $9.7M | 2.2% | |
| Allspring Small Co Growth Fund 255,577 shares | — | — | $256K | $8.9M | 2.0% | |
| Oppenheimer International Gr Fund 257,097 shares | — | — | $257K | $8.1M | 1.8% | |
| Fidelity (R)Government Mny Mkt Fund 6,883,550 shares | — | — | $6.9M | $6.9M | 1.6% | |
| JPMorgan Core Plus Bond Fund 954,571 shares | — | — | $955K | $6.8M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $114K | $5.3M | 1.2% | |
| Northern Small Cap Value Fund 399,653 shares | — | — | $400K | $5.2M | 1.2% | |
| Participant Loans 2025 through September 2043 | — | — | — | $4.4M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $77K | $3.1M | 0.7% | |
| CAUSEWAY INTERNATIONAL VALUE EQ CIT CAUSEWAY FUNDS · EIN 83-2733277 / PN 000 | Common Collective Trust | — | $182K | $2.8M | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | $39K | $1.8M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | $30K | $727K | 0.2% |