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Original filing (PDF)20250728155331NAL0002311361001
MATERIAL CONTROL, INC.
Form 5500
FILING_RECEIVED
MATERIAL CONTROL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
427
Accounts w/ balance
350
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s American Century Growth Fund - Class R6" is 36% of plan.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATERIAL CONTROL, INC..
Plan sponsor
Name
MATERIAL CONTROL, INC.
EIN
36-2644494
Address
525 N RIVER STREET SUITE 100 · BATAVIA, IL · 60510
Phone
(630) 892-0962
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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Investments
24 direct securities· $26.0M(98% of reported assets)
Uncategorized
$16.6M
23 holdings
Mutual Funds
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Growth Fund - Class R6 | Mutual Funds | — | — | $9.4M | 35.5% | |
| Fidelity Investments 500 Index | — | — | — | $3.5M | 13.1% | |
| Fidelity Investments Government Money Market Fund - Class K6 | — | — | — | $2.7M | 10.1% | |
| T Rowe Price Retire 2030 I | — | — | — | $2.0M | 7.6% | |
| Dodge & Cox Stock Fund - Class X | — | — | — | $1.7M | 6.2% | |
| TCW Metwest Funds Total Return Bond Fund - Class I | — | — | — | $884K | 3.3% | |
| T Rowe Price Retire 2055 I | — | — | — | $851K | 3.2% | |
| Fidelity Investments International Discovery Fund - Class K6 | — | — | — | $725K | 2.7% | |
| T Rowe Price Retire 2025 I | — | — | — | $644K | 2.4% | |
| T Rowe Price Retire 2035 I | — | — | — | $612K | 2.3% | |
| BNY Mellon Small/Mid Cap Growth Fund - Class Y | — | — | — | $543K | 2.0% | |
| T Rowe Price Retire 2040 I | — | — | — | $533K | 2.0% | |
| Victory Capital Small-Cap Value Fund - Class R6 | — | — | — | $480K | 1.8% | |
| T Rowe Price Retire 2050 I | — | — | — | $418K | 1.6% | |
| Vanguard Extended Market Index Fund - Admiral Class | — | — | — | $357K | 1.3% | |
| T Rowe Price Retire 2045 I | — | — | — | $281K | 1.1% | |
| Vanguard Total International Stock Index - Admiral Class | — | — | — | $165K | 0.6% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $99K | 0.4% | |
| T Rowe Price Retire 2005 I | — | — | — | $96K | 0.4% | |
| T Rowe Price Retire 2020 I | — | — | — | $49K | 0.2% | |
| T Rowe Price Retire 2060 I | — | — | — | $35K | 0.1% | |
| T Rowe Price Retire 2015 I | — | — | — | $32K | 0.1% | |
| T Rowe Price Retire 2010 I | — | — | — | $20K | <0.1% | |
| T Rowe Price Retire 2065 I | — | — | — | $8K | <0.1% |
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