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Original filing (PDF)20260130133758NAL0005322017001
DECATUR MOLD TOOL & ENGINEERING, INC.
Form 5500
FILING_RECEIVED
DECATUR MOLD RETIREMENT PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
116
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DECATUR MOLD TOOL & ENGINEERING, INC..
Plan sponsor
Name
DECATUR MOLD TOOL & ENGINEERING, INC.
EIN
35-1121416
Address
3330 NORTH STATE HWY 7 · NORTH VERNON, IN · 47265
Phone
(812) 346-5188
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $28K | — |
Investments
31 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $1.4M | 11.7% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.3M | 11.3% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $1.2M | 10.7% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $1.1M | 9.1% | |
| T Rowe Price Blue Chip Growth 1 Mutual Fund | — | — | — | $969K | 8.3% | |
| MFS Growth Mutual Fund | — | — | — | $907K | 7.8% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $716K | 6.2% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $560K | 4.8% | |
| American Funds US Govt Money Market Mutual Fund | — | — | — | $465K | 4.0% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $399K | 3.4% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $389K | 3.3% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $329K | 2.8% | |
| Vanguard Windsor II Fund Mutual Fund | — | — | — | $286K | 2.5% | |
| from 2025 to 2039) -0- | — | — | — | $254K | 2.2% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $239K | 2.1% | |
| Blackrock Mid-Cap Growth Equity Instl. Mutual Fund | — | — | — | $189K | 1.6% | |
| MFS Corporate Bond Mutual Fund | — | — | — | $163K | 1.4% | |
| Blackrock Total Return Instl. Mutual Fund | — | — | — | $156K | 1.3% | |
| Goldman Sachs International EQ Esg Instl. Mutual Fund | — | — | — | $144K | 1.2% | |
| American Funds Washington Mutual Fund | — | — | — | $103K | 0.9% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $101K | 0.9% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $82K | 0.7% | |
| MFS Global Equity Mutual Fund | — | — | — | $55K | 0.5% | |
| Vanguard 500 Index Fund - Admiral Mutual Fund | — | — | — | $40K | 0.3% | |
| PGIM High-Yield Mutual Fund | — | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $22K | 0.2% | |
| DFA US Small Cap Mutual Fund | — | — | — | $14K | 0.1% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| Columbia Mid Cap Index Instl. 2 Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Explorer Adm Mutual Fund ** 160 All Spring Special Mid Cap Value Mutual Fund | — | — | — | $7K | <0.1% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $4K | <0.1% |
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