Original filing (PDF)20251212121808NAL0007487123001

WAUKESHA MACHINE & TOOL CO., INC.

Name: WAUKESHA MACHINE & TOOL CO., INC. — WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: WAUKESHA MACHINE & TOOL CO., INC.

Form 5500-SF

FILING_RECEIVED

WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAUKESHA MACHINE & TOOL CO., INC..

Plan sponsor

Name

WAUKESHA MACHINE & TOOL CO., INC.

EIN

39-1247575

Address

1200 NIKE DR. · WAUKESHA, WI · 53186

Phone

(262) 542-7689

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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