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Original filing (PDF)20251001080759NAL0013933392001
RELIABLE TOOL & MACHINE COMPANY INC.
Form 5500
FILING_RECEIVED
RELIABLE PMW 401(K) PLAN
401(k) retirement plan
Signals · 1
~92 bps in Sched C fees
Active participants
116
Accounts w/ balance
129
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 92 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIABLE TOOL & MACHINE COMPANY INC..
Plan sponsor
Name
RELIABLE TOOL & MACHINE COMPANY INC.
EIN
35-0997577
Address
301 WEST OHIO STREET · KENDALLVILLE, IN · 46755
Phone
(260) 347-4000
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DULIN, WARD & DEWALD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYM FINANCIAL CORPORATION | — | WINONA LAKE, IN | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | CONTRACT ADMIN | $1K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DULIN WARD & DEWALD INC | — | MARION, IN | AUDITOR | $5K | — |
Investments
23 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC Vanguard 500 Index Fund Admiral Shares | — | — | — | $935K | 16.6% | |
| Empower Trust Company, LLC DFA U.S. Large Cap Value Portfolio | — | — | — | $543K | 9.6% | |
| Empower Trust Company, LLC DFA Large Cap International Portfolio | — | — | — | $499K | 8.8% | |
| Empower Trust Company, LLC DFA International Value Portfolio | — | — | — | $484K | 8.6% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2035 Fund | — | — | — | $372K | 6.6% | |
| Empower Trust Company, LLC Vanguard Growth Index Fund Admiral Shares | — | — | — | $343K | 6.1% | |
| Empower Trust Company, LLC DFA Emerging Markets Portfolio | — | — | — | $318K | 5.6% | |
| Empower Trust Company, LLC Diamond Hill Core Bond Fund | — | — | — | $274K | 4.8% | |
| Empower Trust Company, LLC Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $233K | 4.1% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2030 Fund | — | — | — | $221K | 3.9% | |
| Empower Trust Company, LLC Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $219K | 3.9% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2060 Fund | — | — | — | $189K | 3.3% | |
| Empower Trust Company, LLC Vanguard Small-Cap Growth Index Fund | — | — | — | $179K | 3.2% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2040 Fund | — | — | — | $178K | 3.2% | |
| Empower Trust Company, LLC PIMCO Short-Term Fund Institutional Class | — | — | — | $174K | 3.1% | |
| Empower Trust Company, LLC Vanguard Total Bond Market Index Fund | — | — | — | $85K | 1.5% | |
| Empower Trust Company, LLC DFA Intermediate Government Fixed Income Portfolio | — | — | — | $85K | 1.5% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2045 Fund | — | — | — | $84K | 1.5% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2065 Fund | — | — | — | $75K | 1.3% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2055 Fund | — | — | — | $56K | 1.0% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2050 Fund | — | — | — | $46K | 0.8% | |
| Empower Trust Company, LLC Vanguard Target Retirement 2025 Fund | — | — | — | $40K | 0.7% | |
| Empower Trust Company, LLC Vanguard Target Retirement Income Fund | — | — | — | $17K | 0.3% |
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