Original filing (PDF)20250828101137NAL0005446483001

LIFT TRUCK SALES & SERVICE, INC.

Name: LIFT TRUCK SALES & SERVICE, INC. — LIFT TRUCK SALES & SERVICE, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: LIFT TRUCK SALES & SERVICE, INC.

Form 5500

FILING_RECEIVED

LIFT TRUCK SALES & SERVICE, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

5 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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFT TRUCK SALES & SERVICE, INC..

Plan sponsor

Name

LIFT TRUCK SALES & SERVICE, INC.

EIN

43-1201057

Address

2720 NICHOLSON AVENUE · KANSAS CITY, MO · 64120

Phone

(816) 241-6360

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

5 pooled funds· $5.0M

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.

			% of plan
FIT GROWTH B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001	Common Collective Trust	$2.5M	49.4%
FIT BALANCED B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001	Common Collective Trust	$2.0M	40.0%
FIT AGGRESSIVE B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001	Common Collective Trust	$346K	7.0%
FIT MOD CONSRV B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001	Common Collective Trust	$160K	3.2%
FIT CONSERVATIVE B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001	Common Collective Trust	$18K	0.4%

1–5 of 5

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