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Original filing (PDF)20251015140828NAL0002543091001
STEWARD MACHINE CO., INC.
Form 5500
FILING_RECEIVED
STEWARD MACHINE CO., INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
134
Accounts w/ balance
235
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Large Cap Growth Mutual fund" is 28% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWARD MACHINE CO., INC..
Plan sponsor
Name
STEWARD MACHINE CO., INC.
EIN
63-0201570
Address
3911 13TH AVE N · BIRMINGHAM, AL · 352341434
Phone
(205) 841-6461
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Investments
28 direct securities · 1 pooled fund· $12.3M(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
$11.6M
28 holdings
Common Collective Trust
$659K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Large Cap Growth Mutual fund | — | — | — | $3.2M | 27.6% | |
| Invesco Growth and Income Fund Y Mutual fund | — | — | — | $942K | 8.1% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $738K | 6.4% | |
| Federated Capital Preservation Common collective trust | — | — | — | $659K | 5.7% | |
| FEDERATED HERMES CAP PRESV IP FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $659K | 5.7% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $633K | 5.5% | |
| Invesco Small Cap Value A Mutual fund | — | — | — | $627K | 5.4% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $557K | 4.8% | |
| MFS Mid-Cap Value R6 Mutual fund | — | — | — | $498K | 4.3% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $397K | 3.4% | |
| Invesco Small Cap Growth Fund A Mutual fund | — | — | — | $396K | 3.4% | |
| American Funds Amer Balanced R6 Mutual fund | — | — | — | $354K | 3.1% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $309K | 2.7% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $303K | 2.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $298K | 2.6% | |
| JP Morgan Mid-Cap Growth Mutual fund | — | — | — | $272K | 2.3% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $259K | 2.2% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $217K | 1.9% | |
| Brokerage Access Account Equities | — | — | — | $215K | 1.9% | |
| Ivy International Core Equity Mutual fund | — | — | — | $170K | 1.5% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $145K | 1.3% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $107K | 0.9% | |
| to 9.50%; various maturity dates | — | — | — | $102K | 0.9% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $69K | 0.6% | |
| Pioneer Bond Fund Y Mutual fund | — | — | — | $50K | 0.4% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $35K | 0.3% | |
| Vanguard Total bond Market Index Mutual fund | — | — | — | $16K | 0.1% | |
| Vanguard Mid-Cap Index Admiral Mutual fund | — | — | — | $14K | 0.1% | |
| Templeton Global Bond ADV Mutual fund 491 MFS International New Discovery R6 Mutual fund | — | — | — | $10K | <0.1% |
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