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Original filing (PDF)20250905144936NAL0010647219001
MADISON INDUSTRIAL SOLUTIONS CORPORATION
Form 5500
FILING_RECEIVED
MADISON INDUSTRIAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
~88 bps in Sched C fees6 service providers
Active participants
133
Accounts w/ balance
129
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
20 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
- 88 bps in Schedule C fees — 70% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON INDUSTRIAL SOLUTIONS CORPORATION.
Plan sponsor
Name
MADISON INDUSTRIAL SOLUTIONS CORPORATION
EIN
47-2282126
Address
444 WEST LAKE DRIVE, SUITE 4400 · CHICAGO, IL · 60606
Phone
(312) 858-9031
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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $27K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLP | — | SAVANNAH, GA | AUDITOR | $18K | — |
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | AUDITOR | $1K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS PC | — | WEST HARRISON, NY | ATTORNEY | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
20 direct securities· $8.7M(100% of reported assets)
Uncategorized
$8.6M
19 holdings
Mutual Funds
$93K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K | — | — | — | $1.5M | 16.9% | |
| Blackrock iShares S&P 500 Index K | — | — | — | $1.4M | 15.6% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $1.1M | 12.9% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $629K | 7.2% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $599K | 6.9% | |
| Blackrock iShares Russell Mid-Cap Index K | — | — | — | $594K | 6.8% | |
| Fixed annuity contract * Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $554K | 6.3% | |
| Blackrock iShares Russell 2000 Small-Cap Index K | — | — | — | $499K | 5.7% | |
| Blackrock iShares MSCI Total International Index K | — | — | — | $491K | 5.6% | |
| Blackrock iShares U.S. Aggregate Bond Index K | — | — | — | $464K | 5.3% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $191K | 2.2% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $138K | 1.6% | |
| The Vanguard Group, Inc Vanguard Inflation-Protected Secs Adm | — | — | — | $135K | 1.5% | |
| Participants all outstanding notes. - | — | — | — | $116K | 1.3% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $98K | 1.1% | |
| American Funds American Funds St. Bd Fd of Amer R6 | Mutual Funds | — | — | $93K | 1.1% | |
| Vaneck Funds Vaneck CM Commodity Index I | — | — | — | $78K | 0.9% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $38K | 0.4% | |
| Principal Asset Management Principal Real Estate Securities Inst | — | — | — | $31K | 0.4% | |
| Northern Trust Northern Emerging Markets Equity Index | — | — | — | $22K | 0.3% |