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Original filing (PDF)20250902102604NAL0024310608001
STOWERS MACHINERY CORPORATION
Form 5500
FILING_RECEIVED
STOWERS MACHINERY CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
500
Accounts w/ balance
574
Plan assets (EOY)
$87.4M
Net assets (EOY)
$87.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 64% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOWERS MACHINERY CORPORATION.
Plan sponsor
Name
STOWERS MACHINERY CORPORATION
EIN
62-0636387
Address
P.O. BOX 14802 · KNOXVILLE, TN · 37914
Phone
(865) 546-1414
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
2025-09-02
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
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RATHER & KITTRELL, INC. | — | KNOXVILLE, TN | NONE | $116K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $110K | — |
| TENNESSEE PENSION ADMINISTRATORS | — | KNOXVILLE, TN | NONE | $3K | — |
Investments
30 direct securities · 1 pooled fund· $90.3M(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
$85.2M
30 holdings
Common Collective Trust
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $7.4M | 8.4% | |
| Vanguard Growth Index Adml Mutual Fund | — | — | — | $7.2M | 8.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $6.8M | 7.8% | |
| Vanguard Val Index Adml Mutual Fund | — | — | — | $6.4M | 7.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $6.0M | 6.9% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $5.7M | 6.5% | |
| Vanguard Intermediate-Term Bond Index Adml Mutual Fund | — | — | — | $5.6M | 6.4% | |
| Morley Stable Value Fund I Collective Investment ** Trust Fund | — | — | — | $5.1M | 5.8% | |
| MRLY STBL VAL I UNION BOND AND TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.8% | |
| DFA International Value Portfolio Mutual Fund | — | — | — | $4.6M | 5.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $3.8M | 4.4% | |
| Vanguard 500 Index Fd As Mutual Fund | — | — | — | $3.0M | 3.4% | |
| Vanguard Wellington Investor Shares Mutual Fund | — | — | — | $2.7M | 3.1% | |
| Vanguard Institutional Target Retirement Income Mutual Fund | — | — | — | $2.6M | 3.0% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $2.3M | 2.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $2.1M | 2.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $2.0M | 2.3% | |
| Vanguard Mid Cap Value Index Adml Mutual Fund | — | — | — | $2.0M | 2.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Vanguard Mid Cap Growth Index Adml Mutual Fund | — | — | — | $1.7M | 1.9% | |
| Vanguard Small Cap Value Index Adml Mutual Fund | — | — | — | $1.5M | 1.8% | |
| American Funds Capital World Growth and Income R6 Mutual Fund | — | — | — | $1.4M | 1.6% | |
| DFA Emerging Markets Mutual Fund | — | — | — | $731K | 0.8% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $641K | 0.7% | |
| DFA US Small Cap Institutional Mutual Fund | — | — | — | $618K | 0.7% | |
| DFA Real Estate Securities Mutual Fund | — | — | — | $456K | 0.5% | |
| Vanguard Mid Cap Index Fd As Mutual Fund | — | — | — | $374K | 0.4% | |
| Vanguard Small Cap Growth Index Adml Mutual Fund | — | — | — | $298K | 0.3% | |
| DFA Inflation Protected Securities Institutional Mutual Fund | — | — | — | $171K | 0.2% | |
| DFA Intermediate Government Fixed Income Institutional Mutual Fund | — | — | — | $121K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $76K | <0.1% |