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Original filing (PDF)20251014103005NAL0005471570001
ABILENE MACHINE LLC
Form 5500
FILING_RECEIVED
ABILENE MACHINE LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
132
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABILENE MACHINE LLC.
Plan sponsor
Name
ABILENE MACHINE LLC
EIN
48-0810988
Address
407 OLD HIGHWAY 40 · SOLOMON, KS · 67480
Phone
(785) 655-8089
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MC MULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | — | OVERLAND PARK, KS | AUDITOR | $10K | — |
Investments
25 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Mutual fund | — | — | — | $1.2M | 13.7% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | — | — | — | $1.1M | 11.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $875K | 9.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $685K | 7.5% | |
| Vanguard International Growth Mutual fund | — | — | — | $537K | 5.9% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | — | — | — | $459K | 5.0% | |
| Vanguard Small Cap Index Fund Mutual fund | — | — | — | $413K | 4.5% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund 734 American Funds New Perspective Mutual fund | — | — | — | $405K | 4.4% | |
| Janus Henderson Enterprise Mutual fund | — | — | — | $396K | 4.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $395K | 4.3% | |
| Vanguard Total Stock Market Index Mutual fund | — | — | — | $388K | 4.3% | |
| BlackRock Equity Dividend Mutual fund | — | — | — | $350K | 3.8% | |
| Loomis Sayles Investment Grade Bond Fund Mutual fund | — | — | — | $286K | 3.1% | |
| JPMorgan US Equity Mutual fund | — | — | — | $273K | 3.0% | |
| Vanguard Mid-Cap Value Index Fund Mutual fund | — | — | — | $255K | 2.8% | |
| Janus Henderson Balanced Mutual fund | — | — | — | $222K | 2.4% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $202K | 2.2% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $193K | 2.1% | |
| Various participants, interest rate * Notes receivable from participants range of 4.25% - 9.50% | — | — | — | $90K | 1.0% | |
| BlackRock Strategic Income Opportunities Fund Mutual fund | — | — | — | $86K | 0.9% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | — | — | — | $80K | 0.9% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | — | — | — | $73K | 0.8% | |
| American Funds New World R6 Mutual fund | — | — | — | $59K | 0.7% | |
| Vanguard Federal Money Market Mutual fund | — | — | — | $49K | 0.5% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | — | — | — | $25K | 0.3% |