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Original filing (PDF)20251014130516NAL0001425603001
MOTION & CONTROL ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
MCE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
786
Accounts w/ balance
855
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.9M
How this plan invests
This plan
1 pooled trust
Schedule D
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 MOTION & CONTROL ENTERPRISES, LLC.
Plan sponsor
Name
MOTION & CONTROL ENTERPRISES, LLC
EIN
51-0398076
Address
100 WILLIAMS DRIVE · ZELIENOPLE, PA · 16063
Phone
(724) 816-7521
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SISTERSON & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 45-0404698 | — | RECORDKEEPER | $97K | — |
Investments
25 direct securities · 1 pooled fund· $43.9M(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
$35.6M
24 holdings
Mutual Funds
$5.2M
1 holding
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $5.2M | 11.8% | |
| MFS Value R6 Fund | — | — | — | $3.9M | 8.8% | |
| Fidelity S&P 500 Index Fund | — | — | — | $3.7M | 8.3% | |
| MFS Massachusetts Investors Growth Stock R6 Fund | — | — | — | $3.6M | 8.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $3.4M | 7.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.3M | 7.5% | |
| FEDERATED HERMES CAPITAL PRES FUND FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.0M | 6.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.0M | 4.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.9M | 4.3% | |
| American Funds New Perspective R6 Fund | — | — | — | $1.4M | 3.1% | |
| American Funds American Balanced R6 Fund | — | — | — | $1.2M | 2.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.0M | 2.4% | |
| JPMorgan Small Cap Growth R6 Fund | — | — | — | $984K | 2.2% | |
| MFS Institutional Growth R6 Fund | — | — | — | $932K | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $911K | 2.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $741K | 1.7% | |
| Fidelity Advisor Total Bond Fund | — | — | — | $594K | 1.4% | |
| American Century Small Cap Value R6 Fund | — | — | — | $436K | 1.0% | |
| Vanguard Retirement Income | — | — | — | $407K | 0.9% | |
| MFS Mid Cap Growth R6 Fund | — | — | — | $339K | 0.8% | |
| Participants Participant loans (interest rates between 3.25% and 9.50%) | — | — | — | $328K | 0.7% | |
| JPMorgan Emerging Market Equity Fund | — | — | — | $310K | 0.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $227K | 0.5% | |
| Vanguard Target Retirement 2070 | — | — | — | $43K | <0.1% |
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