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Original filing (PDF)20251008093335NAL0002892403001
MALCO TOOLS, INC.
Form 5500
FILING_RECEIVED
MALCO TOOLS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
181
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 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 MALCO TOOLS, INC..
Plan sponsor
Name
MALCO TOOLS, INC.
EIN
41-0876482
Address
14080 STATE HWY 55 NW · ANNANDALE, MN · 553023457
Phone
(320) 274-8246
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEWIS, KISCH & ASSOCIATES, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
Investments
24 direct securities · 4 pooled funds· $21.5M(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
$19.4M
24 holdings
Common Collective Trust
$1.1M
1 holding
Pooled Separate Account
$998K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alliance Bernstein Large Cap Growth Fd Registered Investment Company N/A | — | — | — | $4.6M | 21.6% | |
| AM FDS 2025 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $1.8M | 8.2% | |
| Fidelity 500 Index Fund Registered Investment Company N/A | — | — | — | $1.7M | 7.9% | |
| AM FDS 2030 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $1.4M | 6.4% | |
| AM FDS 2040 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $1.4M | 6.3% | |
| Neuberger Berman Lg Cp Value Fd Registered Investment Company N/A | — | — | — | $1.1M | 5.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.0% | |
| AM FDS 2035 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $1.0M | 4.7% | |
| FullerThaler Bvl SC EQ Fd Registered Investment Company N/A | — | — | — | $1.0M | 4.7% | |
| AM FDS 2020 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $860K | 4.0% | |
| AM FDS 2050 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $616K | 2.9% | |
| MFS International Tr Equity Fund Registered Investment Company N/A | — | — | — | $605K | 2.8% | |
| DFA US Targeted Value Portfolio Registered Investment Company N/A | — | — | — | $577K | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $531K | 2.5% | |
| Fidelity Total Bond K6 Fund Registered Investment Company N/A | — | — | — | $468K | 2.2% | |
| New World Fund Inc Registered Investment Company N/A | — | — | — | $462K | 2.2% | |
| AM FDS 2055 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $432K | 2.0% | |
| JP Morgan Mid Cap Growth Fd Registered Investment Company N/A | — | — | — | $405K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $287K | 1.3% | |
| PIMCO Real Return Fund Registered Investment Company N/A | — | — | — | $261K | 1.2% | |
| Participant Loans 3.75% - 9.00% -0- | — | — | — | $254K | 1.2% | |
| Cohen & Steers Inst Realty Sh Inc Registered Investment Company N/A | — | — | — | $210K | 1.0% | |
| AM FDS 2045 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $209K | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $180K | 0.8% | |
| AM FDS 2060 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $97K | 0.5% | |
| AM FDS 2065 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $6K | <0.1% | |
| (E) | — | — | — | $2K | <0.1% | |
| AM FDS 2010 Target Date RTM Fd Registered Investment Company N/A | — | — | — | $2K | <0.1% |
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