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Original filing (PDF)20251006104757NAL0003291153001
MANITOU EQUIPMENT AMERICA, LLC
Form 5500
FILING_RECEIVED
MANITOU AMERICAS SAVINGS PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
1,101
Accounts w/ balance
1,097
Plan assets (EOY)
$82.5M
Net assets (EOY)
$82.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TotalValue of Interest in Registered Investment Companies" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANITOU EQUIPMENT AMERICA, LLC.
Plan sponsor
Name
MANITOU EQUIPMENT AMERICA, LLC
EIN
82-2195151
Address
ONE GEHL WAY · WEST BEND, WI · 53095
Phone
(262) 334-9461
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $88K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $165.3M(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
$158.4M
24 holdings
Common Collective Trust
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TotalValue of Interest in Registered Investment Companies | — | — | $68.8M | $74.9M | 90.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $9.1M | 11.1% | |
| Fidelity 500 Index Institutional Prem Mutual fund | — | — | — | $8.8M | 10.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $7.8M | 9.5% | |
| TotalValue of Interest in Common / Collective Trusts | — | — | $6.8M | $6.8M | 8.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.8M | 8.3% | |
| Vanguard S&P Small-Cap 600 Index Mutual fund | — | — | — | $5.4M | 6.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $5.2M | 6.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $5.0M | 6.0% | |
| JP Morgan Large Cap Growth Mutual fund | — | — | — | $4.7M | 5.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $4.0M | 4.9% | |
| DFA US Large Cap Value Mutual fund | — | — | — | $3.2M | 3.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $3.1M | 3.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $2.9M | 3.5% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $2.7M | 3.2% | |
| DFA International Value Mutual fund | — | — | — | $2.3M | 2.7% | |
| Fidelity Emerging Markets Idx Instl Prm Mutual fund | — | — | — | $2.1M | 2.6% | |
| Fidelity® US Bond Index Instl Prem Fidelity® US Bond Index Instl Prem | — | — | $2.1M | $2.1M | 2.5% | |
| PIMCO Commodities Plus Strategy Fund Mutual fund | — | — | — | $1.8M | 2.2% | |
| Pimco Commoditypl Strat-Ins Pimco Commoditypl Strat-Ins | — | — | $1.8M | $1.8M | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $1.3M | 1.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $1.0M | 1.2% | |
| Vanguard Emerg Mkts Mutual fund | — | — | — | $904K | 1.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $822K | 1.0% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $700K | 0.8% |