How big is Decatur MOLD Tool & Engineering, Inc.'s plan?

Decatur MOLD Tool & Engineering, Inc.'s plan reported $11.6M in assets and 145 participants for 2024.

Original filing (PDF)20260130133758NAL0005322017001

Decatur MOLD Tool & Engineering, Inc.

Name: Decatur MOLD Tool & Engineering, Inc. — Decatur MOLD, Form 5500 (2024)
Creator: Decatur MOLD Tool & Engineering, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Decatur MOLD Retirement Plan

401(k) retirement plan · Decatur MOLD Tool & Engineering, Inc.'s Decatur MOLD Retirement Plan held $11.6M in plan assets for 145 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

145

Accounts w/ balance

116

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

Annie Walker signed Decatur MOLD Tool & Engineering, Inc.'s 2024 Form 5500 as plan administrator.

Annie Walker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Decatur MOLD Tool & Engineering, Inc.'s EIN is 35-1121416.

EIN 35-1121416

Plan number 001

Plan year 2024

ACK ID 20260130133758NAL0005322017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Decatur MOLD Tool & Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Decatur MOLD Tool & Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DECATUR MOLD TOOL & ENGINEERING, INC..

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

DECATUR MOLD TOOL & ENGINEERING, INC.

EIN

all filings

Address

3330 NORTH STATE HWY 7 · NORTH VERNON, IN · 47265

Phone

(812) 346-5188

Industry

Manufacturing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$2K	—

Advisor / Consultant

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)

Mutual Funds

$10.8M

23 holdings

Other securities

$789K

6 holdings

Common Collective Trusts

$62K

2 holdings

					% of plan
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.4M	11.7%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.3M	11.3%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.2M	10.7%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.1M	9.1%
T Rowe Price Blue Chip Growth 1 Mutual Fund	Mutual Funds	—	—	$969K	8.3%
MFS Growth Mutual Fund	Mutual Funds	—	—	$907K	7.8%
American Funds 2010 Target Date Fund Mutual Fund	Mutual Funds	—	—	$716K	6.2%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$560K	4.8%
American Funds US Govt Money Market Mutual Fund	Mutual Funds	—	—	$465K	4.0%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$399K	3.4%
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$389K	3.3%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$329K	2.8%
Vanguard Windsor II Fund Mutual Fund	Mutual Funds	—	—	$286K	2.5%
from 2025 to 2039) -0-	Other securities	—	—	$254K	2.2%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$239K	2.1%
Blackrock Mid-Cap Growth Equity Instl. Mutual Fund	Other securities	—	—	$189K	1.6%
MFS Corporate Bond Mutual Fund	Mutual Funds	—	—	$163K	1.4%
Blackrock Total Return Instl. Mutual Fund	Other securities	—	—	$156K	1.3%
Goldman Sachs International EQ Esg Instl. Mutual Fund	Other securities	—	—	$144K	1.2%
American Funds Washington Mutual Fund	Mutual Funds	—	—	$103K	0.9%
American Funds 2065 Target Date Fund Mutual Fund	Mutual Funds	—	—	$101K	0.9%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$82K	0.7%
MFS Global Equity Mutual Fund	Mutual Funds	—	—	$55K	0.5%
Vanguard 500 Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$40K	0.3%
PGIM High-Yield Mutual Fund	Other securities	—	—	$36K	0.3%
Vanguard Small Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$22K	0.2%
DFA US Small Cap Mutual Fund	Mutual Funds	—	—	$14K	0.1%
American Funds 2015 Target Date Fund Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Columbia Mid Cap Index Instl. 2 Mutual Fund	Other securities	—	—	$10K	<0.1%
Vanguard Explorer Adm Mutual Fund ** 160 All Spring Special Mid Cap Value Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$4K	<0.1%