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Original filing (PDF)20250915144043NAL0001946336001
MEDICO CONSTRUCTION EQUIPMENT, INC.
Form 5500
FILING_RECEIVED
MEDICO 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
135
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
40 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICO CONSTRUCTION EQUIPMENT, INC..
Plan sponsor
Name
MEDICO CONSTRUCTION EQUIPMENT, INC.
EIN
84-3329376
Address
1510 HIGHWAY 315 · WILKES-BARRE, PA · 18702
Phone
(570) 825-7711
Industry
Real Estatesee 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
2025-09-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACOBI CAPITAL MANAGEMENT LLC | — | PITTSTON, PA | OTHER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $611 | — |
Investments
10 direct securities · 40 pooled funds· $13.5M(100% 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
$8.7M
33 holdings
Uncategorized
$3.6M
10 holdings
Common Collective Trust
$1.2M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ** SAGIC Diversified Bond I Guaranteed interest fund, interest rate of 3.25%, no maturity N/A | — | — | — | $1.8M | 15.3% | |
| MASSMUTUAL 60/40 ALLOCATION A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.6M | 13.2% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 12.3% | |
| MASSMUTUAL 40/60 ALLOCATION A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $856K | 7.2% | |
| MM SANDP 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $627K | 5.3% | |
| MASSMUTUAL DIVERSIFIED VALUE A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $464K | 3.9% | |
| T. Rowe Price Retirement 2040 Pooled separate account N/A | — | — | — | $346K | 2.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $346K | 2.9% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $337K | 2.9% | |
| MASSMUTUAL TOTAL RETURN BOND R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $334K | 2.8% | |
| INVESCO RISING DIVIDENDS A INVESCO · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $332K | 2.8% | |
| T. Rowe Price Retirement 2035 Pooled separate account N/A | — | — | — | $293K | 2.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $293K | 2.5% | |
| FRANKLIN MUTUAL BEACON A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $263K | 2.2% | |
| MassMutual Infl-Prot and income Pooled separate account N/A | — | — | — | $256K | 2.2% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $256K | 2.2% | |
| INVESCO DEVELOPING MARKETS A INVESCO · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $248K | 2.1% | |
| Franklin Mutual Global Discovery Pooled separate account N/A | — | — | — | $245K | 2.1% | |
| MASSMUTUAL INFL-PROT AND INC A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $245K | 2.1% | |
| T. Rowe Price Retirement 2050 Pooled separate account N/A | — | — | — | $234K | 2.0% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $234K | 2.0% | |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $183K | 1.5% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $177K | 1.5% | |
| JPMORGAN MID CAP VALUE A JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $167K | 1.4% | |
| INVESCO MAIN STREET MID CAP A INVESCO · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $135K | 1.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $134K | 1.1% | |
| T. Rowe Price Retirement 2045 Pooled separate account N/A | — | — | — | $134K | 1.1% | |
| maturities between from 2025 to 2029, secured by account balances $0 | — | — | — | $133K | 1.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $123K | 1.0% | |
| INVESCO SMALL CAP VALUE A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $121K | 1.0% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $117K | 1.0% | |
| T. Rowe Price Retirement 2025 Pooled separate account N/A | — | — | — | $115K | 1.0% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $115K | 1.0% | |
| MFS VALUE R2 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $110K | 0.9% | |
| THORNBURG INTERNATIONAL EQUITY R5 THORNBURG · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $96K | 0.8% | |
| MASSMUTUAL SHORT DURATION BD A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $90K | 0.8% | |
| MASSMUTUAL 20/80 ALLOCATION A MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $81K | 0.7% | |
| MASSMUTUAL FUNDAMENTAL VALUE A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $72K | 0.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $59K | 0.5% | |
| OAKMARK EQUITY AND INCOME INVESTOR OAKMARK · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $58K | 0.5% | |
| T. Rowe Price Retirement 2030 Pooled separate account N/A | — | — | — | $51K | 0.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| MFS UTILITIES R2 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| INVESCO INTERNATIONAL BOND A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| CALVERT EQUITY A CALVERT-OE · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $36K | 0.3% | |
| MASSMUTUAL HIGH YIELD A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $371 | <0.1% | |
| BLACKROCK INTERNATIONAL DIVIDEND IN BLACKROCK · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL FUNDAMENTAL GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |