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Original filing (PDF)20251007121904NAL0002454323001
MEDALLION INSTRUMENTATION SYSTEMS, LLC
Form 5500
FILING_RECEIVED
MEDALLION INSTRUMENTATION SYSTEMS, LLC EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
174
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDALLION INSTRUMENTATION SYSTEMS, LLC.
Plan sponsor
Name
MEDALLION INSTRUMENTATION SYSTEMS, LLC
EIN
43-2029057
Address
17150 HICKORY STREET · SPRING LAKE, MI · 49456
Phone
(616) 850-8093
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J. SCHWARTZ, CO. | — | BLOOMFIELD HILLS, MI | ADVISOR | $50K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $5K | — |
Investments
28 direct securities · 1 pooled fund· $17.6M(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
$16.0M
28 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | — | — | — | $2.0M | 11.2% | |
| NY LIFE ANCHOR ACCOUT SERIES I RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.8% | |
| American Funds Washington Mutual Fund | — | — | — | $1.5M | 8.4% | |
| American Funds 2030 Target Retire Date Fund | — | — | — | $1.2M | 6.6% | |
| Franklin Small Cap Value Fund | — | — | — | $1.1M | 6.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.0M | 5.9% | |
| Vanguard Explorer - Admiral Fund | — | — | — | $959K | 5.4% | |
| Victory Sycamore Established Value Fund | — | — | — | $947K | 5.4% | |
| American Funds 2035 Target Retire Date Fund | — | — | — | $689K | 3.9% | |
| American Funds 2045 Target Retire Date Fund | — | — | — | $684K | 3.9% | |
| American Funds 2025 Target Retire Date Fund | — | — | — | $612K | 3.5% | |
| American Funds 2050 Target Retire Date Fund | — | — | — | $602K | 3.4% | |
| American Funds EuroPacific Growth CI Fund | — | — | — | $594K | 3.4% | |
| Macquarie Diversified Income Fund | — | — | — | $489K | 2.8% | |
| American Funds Balanced Fund | — | — | — | $478K | 2.7% | |
| American Funds 2020 Target Retire Date Fund | — | — | — | $478K | 2.7% | |
| Pioneer Strategic Income Fund | — | — | — | $450K | 2.6% | |
| American Funds Capital World Growth & Income Fund | — | — | — | $438K | 2.5% | |
| Goldman Sachs Government Income Fund | — | — | — | $421K | 2.4% | |
| American Funds 2060 Target Retire Date Fund | — | — | — | $375K | 2.1% | |
| Party Identity of issuer, Description of investment including in borrower, lessor maturity date, rate of interest, Current Interest or similar party collateral, par or maturity value AllianceBernstein Discovery Growth Fund | — | — | — | $366K | 2.1% | |
| due at various dates through November 2029 | — | — | — | $289K | 1.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $131K | 0.7% | |
| American Funds 2055 Target Retire Date Fund | — | — | — | $91K | 0.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $73K | 0.4% | |
| American Funds 2040 Target Retire Date Fund | — | — | — | $69K | 0.4% | |
| Invesco Real Estate Fund | — | — | — | $32K | 0.2% | |
| Ishares MSCI International Index K Fund | — | — | — | $30K | 0.2% | |
| American Funds 2015 Target Date Fund | — | — | — | $4K | <0.1% |
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