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Original filing (PDF)20250418070823NAL0001229331001
LOMAR MACHINE & TOOL CO.
Form 5500
FILING_RECEIVED
LOMAR MACHINE & TOOL CO. SAVINGS PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
112
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOMAR MACHINE & TOOL CO..
Plan sponsor
Name
LOMAR MACHINE & TOOL CO.
EIN
38-2216849
Address
135 MAIN STREET · HORTON, MI · 49246
Phone
(517) 563-8136
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-18
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANER COSTERSIAN & ELLIS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANER COSTERISAN & ELLIS PC DBA MAN | — | LANSING, MI | OTHER | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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