Original filing (PDF)20231013153006NAL0033706769003

NATIONAL LIFT TRUCK, INC.

Name: NATIONAL LIFT TRUCK, INC. — NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST, Form 5500 (2022)
Creator: NATIONAL LIFT TRUCK, INC.

Form 5500

FILING_RECEIVED

NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

401(k) retirement plan

Active participants

169

Accounts w/ balance

167

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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 (23rd percentile).

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL LIFT TRUCK, INC..

Plan sponsor

Name

NATIONAL LIFT TRUCK, INC.

EIN

36-2960004

Address

3333 MOUNT PROSPECT RD · FRANKLIN PARK, IL · 60131

Phone

(630) 782-1000

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER & SMI	13-5674085	NEW YORK, NY	RECORDKEEPER	$16K	—
MERRILL LYNCH, PIERCE, FENNER, & SM	13-5674085	NEW YORK, NY	RECORDKEEPER	$0	—
MERRILL LYNCH, PIERCE, FENNER, & SM	13-5674085	NEW YORK, NY	RECORDKEEPER	$0	—

Investments

1 pooled fund· $715K(3% 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.