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Original filing (PDF)20230913211400NAL0015911171001

A.J. MANUFACTURING, INC.

Form 5500
FILING_RECEIVED
A.J. MANUFACTURING, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
77
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
  • No recordkeeper disclosed on Schedule C.
  • Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.J. MANUFACTURING, INC..
Plan sponsor
Name
A.J. MANUFACTURING, INC.
EIN
39-1712530
Address
1217 OAK STREET · BLOOMER, WI · 54724
Phone
(715) 568-2204
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
WIPFLI LLP39-0758449—NONE$1K—

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.