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Original filing (PDF)20251014160210NAL0004471056001
WARD MANUFACTURING, LLC
Form 5500
FILING_RECEIVED
WARD MANUFACTURING, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
304
Accounts w/ balance
403
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
- 53 bps in Schedule C fees — 81% above peer band of 29 bps.
- 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
003
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
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 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITIZENS & NORTHERN BANK | 24-0756925 | WELLSBORO, PA | TRUSTEE | $60K | — |
Investments
33 direct securities · 1 pooled fund· $11.4M(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
$9.2M
32 holdings
Mutual Funds
$1.5M
1 holding
Common Collective Trust
$721K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Capital Federated Hermes Total Return N/R | Mutual Funds | — | — | $1.5M | 13.1% | |
| Bond R6 Fidelity Large Cap Growth Idx Instl N/R | — | — | — | $1.3M | 11.5% | |
| Prm Fidelity Puritan Fund N/R | — | — | — | $1.3M | 11.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $721K | 6.3% | |
| Nuveen Large Cap Value Index N/R | — | — | — | $692K | 6.0% | |
| Fund Federated Capital Federated Hermes MDT Large Cap N/R | — | — | — | $580K | 5.1% | |
| Value Fund Fidelity US Bond Index Instl Prem N/R | — | — | — | $533K | 4.7% | |
| Schwab Fundamental Intl Equity N/R | — | — | — | $492K | 4.3% | |
| Index Fd SPDR Portfolio S&P 400 Mid Cap N/R | — | — | — | $479K | 4.2% | |
| MFS International MFS International Equity R6 N/R | — | — | — | $454K | 4.0% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $430K | 3.8% | |
| iShares Core MSCI Emerging N/R | — | — | — | $328K | 2.9% | |
| Markets ETF iShares North American Natural Res N/R | — | — | — | $284K | 2.5% | |
| ETF Fidelity MSCI Real Estate ETF N/R | — | — | — | $283K | 2.5% | |
| Goldman Sachs Goldman Sachs Intl Sm Cp Insghts N/R | — | — | — | $248K | 2.2% | |
| R6 Fidelity Inflation-Prot Bd Index N/R | — | — | — | $237K | 2.1% | |
| Vanguard Small Cap Value Index N/R | — | — | — | $231K | 2.0% | |
| Fund Interest-Bearing Cash JP Morgan Chase Interest-bearing cash N/R | — | — | — | $173K | 1.5% | |
| Admiral Emerald Growth Fund Instl N/R | — | — | — | $161K | 1.4% | |
| Federated Capital Federated Hermes Institutional High N/R | — | — | — | $147K | 1.3% | |
| Yield Bond Fund T. Rowe T. Rowe Price International Bond N/R | — | — | — | $142K | 1.2% | |
| BNY Mellon BNY Mellon Global Fixed Income N/R | — | — | — | $140K | 1.2% | |
| Fidelity 500 Index N/R | — | — | — | $126K | 1.1% | |
| Calamos Market Calamos Market Neutral Income N/R | — | — | — | $124K | 1.1% | |
| iShares JP Morgan USD Em Mkts N/R | — | — | — | $115K | 1.0% | |
| Bd ETF Vanguard Dividend Growth Fund N/R | — | — | — | $53K | 0.5% | |
| Schwab Small Cap Index Fund N/R | — | — | — | $39K | 0.3% | |
| American Funds American Funds New Perspective N/R | — | — | — | $38K | 0.3% | |
| Fund iShares Russell Mid-Cap Value N/R | — | — | — | $31K | 0.3% | |
| Fund iShares Russell Mid-Cap Growth N/R | — | — | — | $24K | 0.2% | |
| Index Fund Vanguard Short Term Bond Index N/R | — | — | — | $24K | 0.2% | |
| Fund Federated Government Federated Government Obligations N/R | — | — | — | $17K | 0.2% | |
| Fund Fidelity International Index N/R | — | — | — | $17K | 0.1% | |
| Oppenheimer Invesco Developing Markets Fund - N/R | — | — | — | $7K | <0.1% |
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