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Original filing (PDF)20250828131137NAL0020561778001
BINGHAM EQUIPMENT COMPANY
Form 5500
FILING_RECEIVED
BINGHAM COMPANIES PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
263
Accounts w/ balance
321
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Collective Trust Funds Great Gray Trust Company flexPATH Index Moderate N/R" is 37% of plan.
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BINGHAM EQUIPMENT COMPANY.
Plan sponsor
Name
BINGHAM EQUIPMENT COMPANY
EIN
86-0139051
Address
1655 SOUTH COUNTRY CLUB DRIVE · MESA, AZ · 85210
Phone
(480) 969-5516
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
2025-08-28
Pension benefit codes
2K · 401(m) arrangement
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | 74-3257877 | — | ADVISOR | $69K | — |
Investments
11 direct securities · 13 pooled funds· $29.4M(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.
Common Collective Trust
$17.3M
13 holdings
Uncategorized
$11.9M
10 holdings
Mutual Funds
$142K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Trust Funds Great Gray Trust Company flexPATH Index Moderate N/R | — | — | — | $8.0M | 36.3% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $8.0M | 36.3% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.0M | 18.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.2M | 14.5% | |
| Fidelity Investments S&P 500 Index N/R | — | — | — | $2.7M | 12.4% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.6M | 7.3% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $439K | 2.0% | |
| Fidelity Investments Small-Cap Index N/R | — | — | — | $379K | 1.7% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $342K | 1.6% | |
| iShares US Aggressive Bond Index N/R | Mutual Funds | — | — | $142K | 0.6% | |
| Retirement Great Gray Trust Company flexPATH Index Agressive N/R | — | — | — | $113K | 0.5% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $113K | 0.5% | |
| Mercer Global Advisors Non-US Core Equity Y3 N/R | — | — | — | $101K | 0.5% | |
| Fidelity Investments Emerging Markets Index N/R | — | — | — | $75K | 0.3% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $66K | 0.3% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund N/R | — | — | — | $65K | 0.3% | |
| Fidelity Investments Short-Term Treasury Bond Index N/R | — | — | — | $20K | <0.1% | |
| PIMCO Funds Income Institutional N/R | — | — | — | $19K | <0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |