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MALCO TOOLS, INC. — MALCO PRODUCTS SBC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010080519NAL0012613392001
MALCO TOOLS, INC.
Form 5500
FILING_RECEIVED
MALCO PRODUCTS SBC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
240
Plan assets (EOY)
$187.3M
Net assets (EOY)
$187.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MALCO TOOLS, INC.
.
Find decision makers
Plan sponsor
Name
MALCO TOOLS, INC.
EIN
41-0876482
Address
14080 STATE HWY 55 NW · ANNANDALE, MN · 553023457
Phone
(320) 274-8246
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3F · Sponsor used leased employees
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
LEWIS, KISCH & ASSOCIATES, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $187.3M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
First Int'l Bank & Trust Cash - Checking Account
—
—
$187.3M
$187.3M
100.0%
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Knocking points off
Top holding "First Int'l Bank & Trust Cash - Checking Account" is 100% of plan.
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Helping the score
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