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Original filing (PDF)20251010142233NAL0004325299001
METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC.
Form 5500
FILING_RECEIVED
EAGLE GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
317
Accounts w/ balance
481
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
How this plan invests
This plan
26 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 METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC..
Plan sponsor
Name
METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC.
EIN
51-0320417
Address
100 INDUSTRIAL BOULEVARD · CLAYTON, DE · 19938
Phone
(302) 653-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
FAW CASSON & CO.
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 | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
26 direct securities· $26.1M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds New Perspective | — | — | — | $4.3M | 14.6% | |
| JP Morgan Equity Income | — | — | — | $3.9M | 13.3% | |
| Ishares S&P 500 Index K | — | — | — | $2.5M | 8.5% | |
| American Funds 2030 Trgt Date Retire | — | — | — | $2.2M | 7.4% | |
| Principal Blue Chip | — | — | — | $2.1M | 7.1% | |
| American Funds 2040 Trgt Date Retire | — | — | — | $1.7M | 5.8% | |
| American Funds 2050 Trgt Date Retire | — | — | — | $1.5M | 5.2% | |
| Ishares U.S. Aggregate Bond Index | — | — | — | $1.2M | 4.2% | |
| American Funds American Balanced | — | — | — | $749K | 2.5% | |
| American Funds 2020 Trgt Date Retire | — | — | — | $690K | 2.3% | |
| American Funds 2025 Trgt Date Retire | — | — | — | $643K | 2.2% | |
| American Funds Europacific Gr | — | — | — | $574K | 2.0% | |
| Massaschusetts Financial Services Mid Cap Growth | — | — | — | $569K | 1.9% | |
| American Century Small Cap Growth R6 | — | — | — | $523K | 1.8% | |
| Fidelity Mid Cap Index | — | — | — | $472K | 1.6% | |
| American Funds 2060 Trgt Date Retire | — | — | — | $426K | 1.5% | |
| American Funds 2045 Trgt Date Retire | — | — | — | $424K | 1.4% | |
| American Funds 2035 Trgt Date Retire | — | — | — | $306K | 1.0% | |
| Massaschusetts Financial Services Mid Cap Value | — | — | — | $273K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $252K | 0.9% | |
| American Funds 2055 Trgt Date Retire | — | — | — | $197K | 0.7% | |
| BlackRock High Yield Bond Instl | — | — | — | $179K | 0.6% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $176K | 0.6% | |
| INVESTMENT IN REGISTERED INVESTMENT COMPANIES Allspring Special Small Cap Value | — | — | — | $102K | 0.3% | |
| American Funds 2010 Trgt Date Retire | — | — | — | $71K | 0.2% | |
| American Funds 2015 Trgt Date Retire | — | — | — | $54K | 0.2% |