Back to filter
Original filing (PDF)20250923114253NAL0006301889001
MATERIAL HANDLING, INC.
Form 5500-SF
FILING_RECEIVED
MATERIAL HANDLING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
141
Accounts w/ balance
61
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATERIAL HANDLING, INC..
Plan sponsor
Name
MATERIAL HANDLING, INC.
EIN
58-1241075
Address
631 NORTH GLENWOOD AVENUE · DALTON, GA · 307221045
Phone
(706) 278-1104
Industry
Retail 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
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
SOFT PRETZEL FRANCHISE SYSTEMS, INC.
SOFT PRETZEL FRANCHISE SYSTEMS, INC. 401K PLAN
$3.4M · 68 participants
JAMI VENTURES, INC.
JAMI VENTURES, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 3 participants
AREA ACCESS INC
AREA ACCESS INC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 44 participants
ARTISAN BREWERS, LLC
ARTISAN BREWERS, LLC 401(K) PLAN
$3.4M · 118 participants
GULF COAST RUBBER AND GASKET, L.L.C.
GULF COAST RUBBER AND GASKET, LLC 401(K) PLAN AND TRUST
$3.4M · 10 participants
VOGUE FABRICS, INC.
VOGUE FABRICS, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 14 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants