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Original filing (PDF)20251030081038NAL0001122707001
MID-STATE MACHINE AND FABRICATIN
Form 5500
FILING_RECEIVED
MID-STATE MACHINE AND FABRICATING CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
941
Accounts w/ balance
816
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 87 bps in Schedule C fees — 198% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-STATE MACHINE AND FABRICATIN.
Plan sponsor
Name
MID-STATE MACHINE AND FABRICATIN
EIN
59-1639133
Address
2730 MINE AND MILL ROAD · LAKELAND, FL · 33801
Phone
(863) 665-6233
Industry
Other Services (ex. Public Admin)see 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
2025-10-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HACKER, JOHNSON & SMITH PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $100K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
31 direct securities · 1 pooled fund· $14.7M(94% 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.
Registered Investment Companies
$14.3M
31 holdings
Common Collective Trust
$372K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.2M | 13.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 10.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 8.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 7.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 7.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.0M | 6.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $722K | 4.6% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $700K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $683K | 4.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $452K | 2.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $438K | 2.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $372K | 2.4% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $322K | 2.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $283K | 1.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $278K | 1.8% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $188K | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $120K | 0.8% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $111K | 0.7% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $93K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $79K | 0.5% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $43K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $35K | 0.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $34K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $25K | 0.2% | |
| VANGUARD SHORT TERM INV GR ADM 859 REGISTERED INVESTMENT COMPANY FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $24K | 0.2% | |
| T ROWE PRICE FLOATING RATE I | Registered Investment Companies | — | — | $14K | <0.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $8K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $4K | <0.1% |
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