Original filing (PDF)20251014214504NAL0001825315001

WARD MANUFACTURING, LLC

Name: WARD MANUFACTURING, LLC — WARD MANUFACTURING, LLC SALARY RETIREMENT PLAN, Form 5500 (2024)
Creator: WARD MANUFACTURING, LLC

Form 5500

FILING_RECEIVED

WARD MANUFACTURING, LLC SALARY RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

100

Accounts w/ balance

111

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

2 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD MANUFACTURING, LLC.

Plan sponsor

Name

WARD MANUFACTURING, LLC

EIN

71-1042639

Address

117 GULICK STREET · BLOSSBURG, PA · 16912

Phone

(570) 638-2131

Industry

Manufacturingsee 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

2025-10-14

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

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITIZENS & NORTHERN BANK	24-0756925	WELLSBORO, PA	NONE	$40K	—

Investments

31 direct securities · 2 pooled funds· $11.1M(88% 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

$10.0M

31 holdings

Common Collective Trust

$1.0M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Preservation R6 Mutual Funds Fidelity Puritan Fund N/R	—	—	—	$1.5M	12.0%
Fidelity Large Cap Growth Idx Instl N/R	—	—	—	$1.2M	9.9%
Prm Federated Capital Federated Hermes Total Return N/R	—	—	—	$1.1M	8.5%
CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$1.0M	8.2%
Bond R6 Nuveen Large Cap Value Index N/R	—	—	—	$591K	4.7%
Fund R6 SPDR Portfolio S&P 400 Mid Cap N/R	—	—	—	$527K	4.2%
Federated Capital Federated Hermes MDT Large Cap N/R	—	—	—	$492K	3.9%
ETF Fidelity US Bond Index Instl Prem N/R	—	—	—	$431K	3.4%
Value Fund - R6 Fidelity 500 Index Fund N/R	—	—	—	$423K	3.4%
Schwab Fundamental Intl Equity N/R	—	—	—	$419K	3.3%
Index Fd MFS International MFS International Equity R6 N/R	—	—	—	$389K	3.1%
Vanguard Small Cap Value Index N/R	—	—	—	$320K	2.6%
Admiral Vanguard Dividend Growth Fund N/R	—	—	—	$310K	2.5%
iShares Core MSCI Emerging N/R	—	—	—	$298K	2.4%
Markets ETF iShares North American Natural Res N/R	—	—	—	$243K	1.9%
ETF Fidelity MSCI Real Estate ETF N/R	—	—	—	$242K	1.9%
Goldman Sachs Goldman Sachs Intl Sm Cp Insghts N/R	—	—	—	$219K	1.7%
R6 Fidelity International Index Fund N/R	—	—	—	$214K	1.7%
Interest-Bearing Cash Federated Capital Federated Hermes Government N/R	—	—	—	$139K	1.1%
Emerald Growth Fund Institutional N/R	—	—	—	$135K	1.1%
Class T. Rowe Price T.Rowe Price International Bond I N/R	—	—	—	$115K	0.9%
Federated Capital Federated Hermes Capital Pres R6 N/R	—	—	—	$113K	0.9%
Federated Capital Federated Hermes Instl High Yield N/R	—	—	—	$104K	0.8%
Bond R6 BNY Mellon BNY Mellon Global Fixed Income - I N/R	—	—	—	$100K	0.8%
iShares JP Morgan USD Em Mkts N/R	—	—	—	$93K	0.7%
Bd ETF Calamos Market Calamos Market Neutral Income I N/R	—	—	—	$92K	0.7%
iShares Russell Mid-Cap Growth N/R	—	—	—	$72K	0.6%
Index Fund iShares Russell Mid-Cap Value ETF N/R	—	—	—	$44K	0.3%
Fund American Funds American Funds New Perspective N/R	—	—	—	$35K	0.3%
Fund Schwab Small Cap Index Fund N/R	—	—	—	$26K	0.2%
Obligations Fund Premier * Participant Loans Interest rate: 3.25% - 8.50% $0	—	—	—	$22K	0.2%
Vanguard Short Term Bond Index N/R	—	—	—	$1K	<0.1%
STABLE VALUE FUND WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$0	<0.1%