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Original filing (PDF)20250911073852NAL0000114449001
MOELLERING HOLDINGS, INC.
Form 5500
FILING_RECEIVED
MOELLER PRECISION TOOL 401(K) PLAN
401(k) retirement plan
Active participants
202
Accounts w/ balance
207
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
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)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOELLERING HOLDINGS, INC..
Plan sponsor
Name
MOELLERING HOLDINGS, INC.
EIN
81-2897412
Address
30893 CENTURY DRIVE · WIXOM, MI · 48393
Phone
(248) 668-1166
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
2025-09-11
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
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
Investments
30 direct securities · 1 pooled fund· $10.8M(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
$10.2M
30 holdings
Common Collective Trust
$539K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 IPR | — | — | — | $2.1M | 20.3% | |
| Fidelity 500 Index | — | — | — | $1.0M | 10.2% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $960K | 9.4% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $933K | 9.1% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $712K | 6.9% | |
| PIMCO Income Fund Institutional Class | — | — | — | $612K | 6.0% | |
| Fidelity Freedom Index 2070 IPR * 36 Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund * 3 SEI Trust Company Common collective trust fund - Galliard Stable Return Fund | — | — | — | $539K | 5.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $539K | 5.3% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $438K | 4.3% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $352K | 3.4% | |
| Participants Participant notes receivable - At interest rates ranging from 3.50 to 9.50 percent - | — | — | — | $317K | 3.1% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $315K | 3.1% | |
| Fidelity US Bond IDX | — | — | — | $290K | 2.8% | |
| Parnassus Core EQ IV | — | — | — | $244K | 2.4% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $235K | 2.3% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $204K | 2.0% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $161K | 1.6% | |
| Fidelity Management Trust Company Fidelity Contrafund Fund | — | — | — | $121K | 1.2% | |
| Janus Henderson Enterprise Fund N | — | — | — | $98K | 1.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $93K | 0.9% | |
| MFS Value CIT Fund R3 | — | — | — | $81K | 0.8% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $64K | 0.6% | |
| T. Rowe Price QM US Small-Cap | — | — | — | $64K | 0.6% | |
| JPMorgan Mid Cap Value R6 | — | — | — | $60K | 0.6% | |
| Artisan International Value Investor | — | — | — | $55K | 0.5% | |
| Cohen & Steers Real Estate A | — | — | — | $49K | 0.5% | |
| Fidelity International Growth Fund | — | — | — | $40K | 0.4% | |
| Fidelity Total Bond Fund | — | — | — | $35K | 0.3% | |
| American Beacon Small Cap Value INV | — | — | — | $30K | 0.3% | |
| PIMCO Real Return Fund | — | — | — | $8K | <0.1% | |
| AF Europac Growth R6 | — | — | — | $8K | <0.1% |
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