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Original filing (PDF)20250903141208NAL0026043360002
MARTIN AUTOMATIC, INC.
Form 5500
FILING_RECEIVED
MARTIN AUTOMATIC, INC. 401(K) PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
167
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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 MARTIN AUTOMATIC, INC..
Plan sponsor
Name
MARTIN AUTOMATIC, INC.
EIN
36-2649881
Address
1661 NORTHROCK CT · ROCKFORD, IL · 61103
Phone
(815) 654-4800
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
2025-09-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DUFEK & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 27-1515696 | — | ADVISOR | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY, LLC | 27-1515696 | — | AUDITOR | $13K | — |
Investments
36 direct securities · 1 pooled fund· $29.4M(100% 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
$29.4M
36 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds a | — | — | — | $5.8M | 22.3% | |
| JP Morgan Large Cap Growth Mutual funds a | — | — | — | $5.0M | 19.2% | |
| Alliance Bernstein Equity Income Mutual funds a | — | — | — | $1.8M | 7.0% | |
| AB Eq Inc I | — | — | — | $1.8M | 7.0% | |
| Transamerica Stable Value Ascend Account Stable value fund a | — | — | — | $1.6M | 6.0% | |
| Allspring Small Company Growth Mutual funds a | — | — | — | $1.3M | 5.1% | |
| Fidelity Advisor Total Bond Mutual funds a | — | — | — | $1.1M | 4.4% | |
| Vanguard Intl Gr Admiral | — | — | — | $1.1M | 4.4% | |
| Vanguard International Growth Mutual funds a | — | — | — | $1.1M | 4.4% | |
| TIAA-CREF Lifecycle Index 2030 Inst | — | — | — | $1.0M | 4.0% | |
| TIAA-CREF Lifecycle Index 2025 Inst | — | — | — | $935K | 3.6% | |
| TIAA-CREF Lifecycle Index 2040 Inst | — | — | — | $916K | 3.5% | |
| Vanguard Real Estate Index Mutual funds a 795 Vanguard Small-Cap Index Mutual funds a | — | — | — | $760K | 2.9% | |
| Victory Sycamore Est Val R6 | — | — | — | $641K | 2.5% | |
| Vanguard Growth Index Mutual funds a | — | — | — | $486K | 1.9% | |
| Vanguard International Value Mutual funds a | — | — | — | $459K | 1.8% | |
| Vanguard Intl Val Inv | — | — | — | $459K | 1.8% | |
| Principal Midcap Mutual funds a | — | — | — | $432K | 1.7% | |
| Fidelity Mid Cap Index Mutual funds a | — | — | — | $361K | 1.4% | |
| TIAA-CREF Lifecycle Idx 2065 Instl | — | — | — | $302K | 1.2% | |
| TIAA-CREF Lifecycle Idx 2060 Instl | — | — | — | $283K | 1.1% | |
| Columbia Small Cap Value Mutual funds a | — | — | — | $271K | 1.1% | |
| Nuveen Lifecycle Index 2055 Mutual funds a | — | — | — | $259K | 1.0% | |
| Nuveen Lifecycle Index 2045 Mutual funds a | — | — | — | $224K | 0.9% | |
| Nuveen Lifecycle Index 2050 Mutual funds a | — | — | — | $221K | 0.9% | |
| Nuveen Lifecycle Index 2035 Mutual funds a | — | — | — | $152K | 0.6% | |
| through October 2029. - | — | — | — | $116K | 0.4% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $116K | 0.4% | |
| TIAA-CREF Lifecycle Idx Rt Inc Inst | — | — | — | $74K | 0.3% | |
| Nuveen Lifecycle Index Retirement Income Mutual funds a | — | — | — | $74K | 0.3% | |
| TIAA-CREF Lifecycle Index 2020 Inst | — | — | — | $72K | 0.3% | |
| American Funds Growth and Income Mutual funds a | — | — | — | $56K | 0.2% | |
| PGIM High Yield Mutual funds a | — | — | — | $43K | 0.2% | |
| American Funds New World Mutual funds a | — | — | — | $32K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Mutual funds a | — | — | — | $10K | <0.1% | |
| Fidelity US Bond Index Mutual funds a | — | — | — | $9K | <0.1% | |
| ONEAMERICA STABLE VALUE FUND CL Z BMO HARRIS BANK, NA · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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