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Original filing (PDF)20251010071603NAL0004400483001
ASHLAND FOUNDRY AND MACHINE WORKS, LLC
Form 5500
FILING_RECEIVED
ASHLAND FOUNDRY AND MACHINE WORKS, LLC GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~1502 bps in Sched C feesNo recordkeeper disclosed
Active participants
160
Accounts w/ balance
—
Plan assets (EOY)
$809K
Net assets (EOY)
$739K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "UMB Bank Interest-bearing cash" is 100% of plan.
- 1502 bps in Schedule C fees — 850% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHLAND FOUNDRY AND MACHINE WORKS, LLC.
Plan sponsor
Name
ASHLAND FOUNDRY AND MACHINE WORKS, LLC
EIN
81-5042835
Address
500 EAST CENTRE ST. · ASHLAND, PA · 17921
Phone
(357) 087-5616
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $110K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $31K | — |
| INNOVU | — | PITTSBURGH, PA | BROKER | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $10K | — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | -$37K | — |
Investments
1 direct security· $806K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Bank Interest-bearing cash | — | — | $806K | $806K | 99.6% |
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