Back to filter
Original filing (PDF)20251014114406NAL0003824944001
LOVERIDGE MACHINE & TOOL, INC.
Form 5500-SF
FILING_RECEIVED
LOVERIDGE MACHINE & TOOL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
25
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOVERIDGE MACHINE & TOOL, INC..
Plan sponsor
Name
LOVERIDGE MACHINE & TOOL, INC.
EIN
87-0326041
Address
4097 SOUTH WEST TEMPLE · MURRAY, UT · 84107
Phone
(801) 262-1414
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
BROOKS WELDING, INC.
BROOKS WELDING, INC. 401(K) PLAN
$1.9M · 36 participants
ADVANCED GREIG LAMINATORS, INC.
ADVANCED GREIG LAMINATORS, INC. 401K PLAN
$1.9M · 8 participants
CUTTY INDUSTRIES INC
CUTTY INDUSTRIES INC. DBA MAC INDUSTRIES PROFIT SHARING PLAN
$1.9M · 11 participants
WILLIAMS MACHINE & TOOL CO., INC.
WILLIAMS MACHINE & TOOL CO., INC. 401K PLAN
$1.9M · 21 participants
TIMNEY TRIGGERS LLC
TIMNEY TRIGGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.9M · 42 participants
AMERICAN METAL TECHNOLOGIES, LLC
AMERICAN METAL TECHNOLOGIES LLC 401(K) PLAN
$1.9M · 59 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants