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Original filing (PDF)20251015110537NAL0005882160001
UNARCO MATERIAL HANDLING, LLC
Form 5500
FILING_RECEIVED
UNARCO MATERIAL HANDLING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
530
Accounts w/ balance
293
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
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)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNARCO MATERIAL HANDLING, LLC.
Plan sponsor
Name
UNARCO MATERIAL HANDLING, LLC
EIN
62-1593382
Address
701 16TH AVENUE · SPRINGFIELD, TN · 37172
Phone
(615) 729-0982
Industry
Manufacturingsee 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
2025-10-15
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO. | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| ACCUFF & ASSOCIATES | 62-1477251 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
30 direct securities · 1 pooled fund· $24.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.0M
30 holdings
Common Collective Trust
$703K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Retirement 2030 Fund | — | — | — | $4.7M | 19.7% | |
| American Funds American Funds Retirement 2035 Fund | — | — | — | $3.3M | 13.8% | |
| American Funds American Funds Retirement 2025 Fund | — | — | — | $2.9M | 12.0% | |
| American Funds American Funds Retirement 2020 Fund | — | — | — | $2.7M | 11.1% | |
| American Funds American Funds Retirement 2045 Fund | — | — | — | $1.6M | 6.5% | |
| Vanguard Large Cap Index Fund | — | — | — | $1.3M | 5.3% | |
| American Funds American Funds Retirement 2040 Fund | — | — | — | $1.2M | 5.1% | |
| Columbia Trust Columbia Trust Stable Government | — | — | — | $761K | 3.2% | |
| COLUMBIA TR STB HI QL IN ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 036 | Common Collective Trust | — | — | $703K | 2.9% | |
| American Funds American Funds Retirement 2055 Fund | — | — | — | $703K | 2.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $459K | 1.9% | |
| American Funds American Funds Retirement 2050 Fund | — | — | — | $457K | 1.9% | |
| Vanguard Small Cap Index | — | — | — | $456K | 1.9% | |
| Federated Hermes Federated International Equity | — | — | — | $406K | 1.7% | |
| Black Rock BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $396K | 1.7% | |
| Victory Sycamore Established Value | — | — | — | $353K | 1.5% | |
| Maturing through 2028 | — | — | — | $300K | 1.3% | |
| T. Rowe Price T Rowe Price QM US Small-Cap Growth Equity Fund | — | — | — | $297K | 1.2% | |
| Pioneer Fundamental Growth | — | — | — | $261K | 1.1% | |
| American Funds American Funds Retirement 2010 Fund | — | — | — | $253K | 1.1% | |
| American Funds American Funds Retirement 2060 Fund | — | — | — | $241K | 1.0% | |
| American Funds American Funds American Balanced Fund | — | — | — | $236K | 1.0% | |
| Cohen & Steers Retirement Real Estate Securities | — | — | — | $173K | 0.7% | |
| Vanguard Small Cap Value Index | — | — | — | $149K | 0.6% | |
| Columbia Threadneedle Columbia Divided Income Fund | — | — | — | $122K | 0.5% | |
| American Funds American Funds Retirement 2015 Fund | — | — | — | $115K | 0.5% | |
| American Funds American Funds Retirement 2065 Fund | — | — | — | $84K | 0.4% | |
| PGIM Jennison Global Opportunity | — | — | — | $75K | 0.3% | |
| Pioneer Bond Fund | — | — | — | $26K | 0.1% | |
| JP Morgan Core Bond R6 Bond | — | — | — | $5K | <0.1% | |
| MFS International Diversification Fund | — | — | — | $2K | <0.1% |
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