Original filing (PDF)20251015104554NAL0004625969001

ENGINEERED MACHINED PRODUCTS, INC.

Name: ENGINEERED MACHINED PRODUCTS, INC. — ENGINEERED MACHINED PRODUCTS, INC. COLLECTIVELY BARGAINED PLAN, Form 5500 (2024)
Creator: ENGINEERED MACHINED PRODUCTS, INC.

Form 5500

FILING_RECEIVED

ENGINEERED MACHINED PRODUCTS, INC. COLLECTIVELY BARGAINED PLAN

401(k) retirement plan

Active participants

166

Accounts w/ balance

163

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

How this plan invests

This plan

28 pooled trusts

Schedule D

26 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 ENGINEERED MACHINED PRODUCTS, INC..

Plan sponsor

Name

ENGINEERED MACHINED PRODUCTS, INC.

EIN

38-2991835

Address

3111 N. 28TH STREET · ESCANABA, MI · 498299324

Phone

(906) 786-8404

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

2025-10-15

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)

Audit & trust (Schedule H)

Auditor

ANDERSON TACKMAN, COMPANY, PLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK USA	01-0233346	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO., L.P.	43-0345811	—	RIA	$32K	—

Investments

1 direct security · 28 pooled funds· $18.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$15.8M

28 holdings

Uncategorized

$2.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Stable Value Pooled separate account @	—	—	—	$2.8M	17.5%
JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.8M	17.5%
AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.2M	14.2%
INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.1M	13.0%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.3M	8.5%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.0M	6.5%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$968K	6.1%
VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$754K	4.8%
VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$670K	4.2%
VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$512K	3.2%
CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$484K	3.1%
VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$385K	2.4%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$368K	2.3%
VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$329K	2.1%
HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$321K	2.0%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$304K	1.9%
T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$267K	1.7%
T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$184K	1.2%
VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$181K	1.1%
VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$170K	1.1%
VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$166K	1.0%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$93K	0.6%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$89K	0.6%
DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$63K	0.4%
VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$32K	0.2%
INVESCO INTERNATIONAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$16K	<0.1%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3K	<0.1%
DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$636	<0.1%
VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%