Back to filter
Original filing (PDF)20251007065608NAL0007625632001
MELLING TOOL COMPANY
Form 5500
FILING_RECEIVED
THE MELLING EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
492
Accounts w/ balance
554
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MELLING TOOL COMPANY.
Plan sponsor
Name
MELLING TOOL COMPANY
EIN
38-1527270
Address
2620 SARADAN DRIVE · JACKSON, MI · 492021188
Phone
(517) 787-8172
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
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
REHMANN ROBSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISORY | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
Investments
34 direct securities · 2 pooled funds· $38.3M(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
$32.4M
34 holdings
Common Collective Trust
$5.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $3.5M | 9.7% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $0 | $3.2M | 8.9% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $3.0M | 8.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $3.0M | 8.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $2.8M | 7.7% | |
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $2.5M | 6.9% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.8M | 5.2% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.8M | 5.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.8M | 5.0% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.5M | 4.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.4M | 3.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.1M | 3.2% | |
| Invesco Real Estate Y Fund | — | — | $0 | $995K | 2.8% | |
| JanusHenderson MdCp Val T | — | — | $0 | $882K | 2.5% | |
| Am Fds Grth Fd of Am R6 Fund | — | — | $0 | $876K | 2.5% | |
| American Funds SMCAP Wld R6 Fd | — | — | $0 | $751K | 2.1% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $658K | 1.8% | |
| Am Fds Am Hi-Inc Trs R6 Fund | — | — | $0 | $618K | 1.7% | |
| PIMCO Total Return Instl Fund | — | — | $0 | $583K | 1.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $467K | 1.3% | |
| American Fds US Govt Sec R6 Fd | — | — | $0 | $411K | 1.2% | |
| Am FdCap Wld Gth and In R6 Fnd | — | — | $0 | $401K | 1.1% | |
| Am Fds Bd Fd of Am R6 Fd | — | — | $0 | $296K | 0.8% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $266K | 0.7% | |
| Am Fnd Inter Bd Fd of Am R6 Fd | — | — | $0 | $254K | 0.7% | |
| American Funds NewWorld R6 | — | — | $0 | $250K | 0.7% | |
| Am Fds Fndmtl Inv R6 Fund | — | — | $0 | $114K | 0.3% | |
| Am Fnds Cap Inc Builder R6 Fd | — | — | $0 | $106K | 0.3% | |
| Amer Fds Inc Fd of Amer R6 Fd | — | — | $0 | $101K | 0.3% | |
| BNYM Intl Stock Index Inv Fund | — | — | $0 | $69K | 0.2% | |
| Participant Loans | — | — | $0 | $69K | 0.2% | |
| Allspring Enh Stk Mkt CIT N | — | — | $0 | $61K | 0.2% | |
| AM FDS 2070 TRGT DTE RTM R6 FD | — | — | $0 | $39K | 0.1% | |
| Allspring Emerg Grrowth Instl | — | — | $0 | $15K | <0.1% | |
| BNYM Midcap Index Inv Fund | — | — | $0 | $4K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Manufacturing plans
SAF-HOLLAND, INC.
THE HOLLAND GROUP RETIREMENT INCOME PLAN
$35.6M · 45 participants
MAYFAIR ENTERPRISES
MAYFAIR ENTERPRISES, LLC 401(K) PLAN
$35.6M · 934 participants
MOTORCAR PARTS OF AMERICA, INC.
MOTORCAR PARTS OF AMERICA, INC. 401(K) SAVINGS PLAN
$35.6M · 344 participants
IOP EDELBROCK HOLDINGS, INC.
EDELBROCK GROUP 401(K) RETIREMENT PLAN
$35.5M · 787 participants
EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF STANDARD MOTOR PRODUCTS, IN
EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF STANDARD MOTOR PRODUCTS, INC.
$35.7M · 1,908 participants
QUALITY METALCRAFT, INC.
QMC-EMI HOLDING CORPORATION PROFIT SHARING & 401(K) PLAN
$35.4M · 243 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants