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Original filing (PDF)20251006181201NAL0007077408001
LAIRD MFG, LLC
Form 5500
FILING_RECEIVED
LAIRD MFG, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
128
Accounts w/ balance
140
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
31 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)
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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "John Hancock Life Ins. Co. American Balanced Fund" is 34% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAIRD MFG, LLC.
Plan sponsor
Name
LAIRD MFG, LLC
EIN
77-0529628
Address
531 S. HWY 59 · MERCED, CA · 95341
Phone
(209) 722-4145
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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | RIA | $33K | — |
Investments
1 direct security · 31 pooled funds· $9.2M(96% 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.
Pooled Separate Account
$8.9M
31 holdings
Uncategorized
$367K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.1M | 32.5% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 24.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $860K | 8.9% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $444K | 4.6% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $440K | 4.6% | |
| 10.50% with various maturity dates | — | — | — | $367K | 3.8% | |
| AMERICAN FUNDS 2030 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $278K | 2.9% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $260K | 2.7% | |
| AMERICAN FUNDS 2045 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $178K | 1.9% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $131K | 1.4% | |
| AMERICAN FUNDS 2040 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 1.3% | |
| NEW OPPORTUNITIES FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 1.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $102K | 1.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.8% | |
| AMERICAN FUNDS 2020 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| AMERICAN FUNDS 2050 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.5% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.5% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.4% | |
| AMERICAN FUNDS 2055 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| NUVEEN CORE IMPACT BOND FUND JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2065 JOHN HANCOCK LIFE INS.CO. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
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