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Original filing (PDF)20251012161507NAL0000938114007
AUTOMATIC EQUIPMENT MFG. CO.
Form 5500
FILING_RECEIVED
AUTOMATIC EQUIPMENT MFG. CO. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
142
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMATIC EQUIPMENT MFG. CO..
Plan sponsor
Name
AUTOMATIC EQUIPMENT MFG. CO.
EIN
47-0521127
Address
ONE MILL ROAD INDUSTRIAL PARK · PENDER, NE · 68047
Phone
(402) 385-3051
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
2025-10-12
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCMILLEN DOVALI CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2K | — |
| CHARLES SCHWAB & CO INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — | TRUSTEE | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMILLEN COMPANY, P.C. | 47-0750894 | — | AUDITOR | $16K | — |
Investments
29 direct securities· $9.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual Fund | — | — | — | $1.5M | 16.9% | |
| Eqty Vanguard Balanced Index Fd Admiral Mutual Fund | — | — | — | $691K | 7.6% | |
| T. Rowe Price Growth Stock Fd Mutual Fund | — | — | — | $583K | 6.4% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $578K | 6.3% | |
| JPMorgan Equity Income Mutual Fund | — | — | — | $486K | 5.3% | |
| BNY Mellon International Stock Fund Mutual Fund | — | — | — | $432K | 4.7% | |
| Oakmark Intl Fd Inst Mutual Fund | — | — | — | $391K | 4.3% | |
| MFS Mass Inv Growth Stock Mutual Fund | — | — | — | $377K | 4.1% | |
| American Beacon Lg Cap Value Mutual Fund | — | — | — | $374K | 4.1% | |
| Delaware Emerging Mkts Fund Mutual Fund | — | — | — | $360K | 3.9% | |
| Fidelity Advisor Intl S/C Z Mutual Fund | — | — | — | $343K | 3.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $329K | 3.6% | |
| Admiral Vanguard Small Cap Value Index Mutual Fund | — | — | — | $317K | 3.5% | |
| Participant Loans Notes Receivable from | — | — | — | $287K | 3.1% | |
| T. Rowe Price Qm US Sm Cap Gwth Mutual Fund | — | — | — | $249K | 2.7% | |
| PIMCO Incm Fd Inst Mutual Fund | — | — | — | $243K | 2.7% | |
| PIMCO Total Return Fund Instl Class Mutual Fund ** 162 Sterling Capital Total Return Bd Mutual Fund | — | — | — | $237K | 2.6% | |
| Janus Henderson Glbl Real Estate Mutual Fund | — | — | — | $222K | 2.4% | |
| Vanguard Total Bond Mkt Index Adm Mutual Fund | — | — | — | $217K | 2.4% | |
| Inst PIMCO Mortgage Opportunities Mutual Fund | — | — | — | $135K | 1.5% | |
| Janus Henderson Flexible Bd Fd Mutual Fund | — | — | — | $131K | 1.4% | |
| Vanguard Inflation Protected Sec Mutual Fund | — | — | — | $104K | 1.1% | |
| Fidelity Short Term Bond Index Fund Mutual Fund | — | — | — | $83K | 0.9% | |
| Vanguard Emerging Markets Bond Fd Mutual Fund | — | — | — | $69K | 0.8% | |
| Charles Schwab Bank Money Market | — | — | — | $68K | 0.7% | |
| Goldman Sachs Short Mutual Fund | — | — | — | $67K | 0.7% | |
| Blackrock High Yield Bd Port Mutual Fund | — | — | — | $56K | 0.6% | |
| PIMCO Intl Bond US Dollar Hedge Mutual Fund | — | — | — | $12K | 0.1% | |
| Cash | — | — | — | $1K | <0.1% |
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