Original filing (PDF)20250411100051NAL0038000448001

BANCROFT HOLDING LLC DBA F&M TOOL AND DIE

Name: BANCROFT HOLDING LLC DBA F&M TOOL AND DIE — F&M TOOL AND DIE RETIREMENT PLAN, Form 5500 (2024)
Creator: BANCROFT HOLDING LLC DBA F&M TOOL AND DIE

Form 5500-SF

FILING_RECEIVED

F&M TOOL AND DIE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANCROFT HOLDING LLC DBA F&M TOOL AND DIE.

Plan sponsor

Name

BANCROFT HOLDING LLC DBA F&M TOOL AND DIE

EIN

82-5123161

Address

851 STERLING ROAD · LANCASTER, MA · 01523

Phone

(978) 537-0290

Industry

Manufacturingsee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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