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Original filing (PDF)20250711113320NAL0004633587001
METAL CRAFT MACHINE & ENGINEERING, INC.
Form 5500
FILING_RECEIVED
METAL CRAFT MACHINE & ENGINEERING INC, 401K PLAN
401(k) retirement plan
Active participants
264
Accounts w/ balance
414
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 130% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METAL CRAFT MACHINE & ENGINEERING, INC..
Plan sponsor
Name
METAL CRAFT MACHINE & ENGINEERING, INC.
EIN
41-1457386
Address
13760 BUSINESS CENTER DR., NW · ELK RIVER, MN · 55330
Phone
(763) 441-1855
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKWOOD CAPTIAL, INC. | 41-1449638 | — | INVESTMENT ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDIT | $22K | — |
Investments
6 pooled funds· $13.7M(58% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | $4.4M | 18.7% |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | $3.4M | 14.3% |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | $2.8M | 11.8% |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | $2.4M | 10.3% |
| FLEXPATH INDEX MODERATE RETMENT R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | $517K | 2.2% |
| FLEXPATH INDEX MODERATE 2065 R1 WILMINGTON TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | $71K | 0.3% |
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