Original filing (PDF)20250515133129NAL0019656369001

CORE MACHINERY

Name: CORE MACHINERY — CORE MACHINERY RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CORE MACHINERY

Form 5500

FILING_RECEIVED

CORE MACHINERY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

167

Accounts w/ balance

291

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

How this plan invests

This plan

1 pooled trust

Schedule D

29 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 CORE MACHINERY.

Plan sponsor

Name

CORE MACHINERY

EIN

92-2115069

Address

926 S 7TH ST · PHOENIX, AZ · 85034

Phone

(602) 256-5117

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONCURRENT INVESTMENT ADVISORS LLC	92-1819393	—	ADVISOR	$20K	—

Investments

28 direct securities · 1 pooled fund· $16.7M(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

$15.8M

28 holdings

Common Collective Trust

$916K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Management Trust Company Fidelity Freedom Index 2035 IPR	—	—	—	$2.1M	12.9%
Fidelity Management Trust Company Fidelity Freedom Index 2040 IPR	—	—	—	$2.1M	12.8%
Fidelity Management Trust Company Fidelity Freedom Index 2030 IPR	—	—	—	$1.6M	9.3%
Fidelity Management Trust Company Fidelity 500 Index Fund	—	—	—	$1.5M	8.9%
Fidelity Management Trust Company Fidelity Freedom Index 2045 IPR	—	—	—	$1.3M	7.7%
Fidelity Management Trust Company Fidelity Freedom Index 2025 IPR	—	—	—	$1.2M	7.2%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$916K	5.5%
Columbia Select Mid Cap Value Fund Inst 3 Class	—	—	—	$757K	4.5%
Fidelity Management Trust Company Fidelity Freedom Index 2050 IPR	—	—	—	$746K	4.5%
Fidelity Management Trust Company Fidelity Freedom Index 2055 IPR	—	—	—	$591K	3.5%
MFS Growth Fund Class R6	—	—	—	$533K	3.2%
Participants Participant Loans Rate of Interest 4.25% to 9.50% -	—	—	—	$504K	3.0%
Putnam Large Cap Value Fund Class R6	—	—	—	$456K	2.7%
MFS International Diversification Fund R3	—	—	—	$453K	2.7%
Fidelity Management Trust Company Fidelity Freedom Index 2060 IPR	—	—	—	$306K	1.8%
MFS Mid Cap Growth Fund Class R6	—	—	—	$261K	1.6%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	—	—	—	$197K	1.2%
Fidelity Management Trust Company Fidelity Freedom Index 2015 IPR 739 * Fidelity Management Trust Company Fidelity Freedom Index 2020 IPR	—	—	—	$196K	1.2%
Fidelity Management Trust Company Fidelity Freedom Index Income IPR	—	—	—	$194K	1.2%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	—	—	—	$177K	1.1%
Pioneer Bond Fund Class K	—	—	—	$172K	1.0%
Fidelity Management Trust Company Fidelity Freedom Index 2065 IPR	—	—	—	$151K	0.9%
Undiscovered Managers Undiscovered Managers Behavioral R6	—	—	—	$144K	0.9%
Fidelity Management Trust Company Fidelity US Bond Index	—	—	—	$112K	0.7%
Cohen & Steers Real Estate Securities Fund Class Z	—	—	—	$15K	<0.1%
American Funds New World R6	—	—	—	$2K	<0.1%
ClearBridge Small Cap Growth Fund Class IS	—	—	—	$2K	<0.1%
Fidelity Management Trust Company Fidelity Total International Index	—	—	—	$1K	<0.1%
Fidelity Management Trust Company Fidelity Freedom Index 2070 IPR	—	—	—	$1K	<0.1%