Original filing (PDF)20251014125909NAL0006040930001

MUSCO OLIVE PRODUCTS, INC.

Name: MUSCO OLIVE PRODUCTS, INC. — MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MUSCO OLIVE PRODUCTS, INC.

Form 5500

FILING_RECEIVED

MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

234

Accounts w/ balance

265

Plan assets (EOY)

$49.3M

Net assets (EOY)

$49.3M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUSCO OLIVE PRODUCTS, INC..

Plan sponsor

Name

MUSCO OLIVE PRODUCTS, INC.

EIN

94-1489230

Address

17950 VIA NICOLO · TRACY, CA · 95377

Phone

(209) 229-2057

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

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$48K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

34 direct securities· $49.3M(100% of reported assets)

Other securities

$42.7M

31 holdings

Stable Value

$5.7M

2 holdings

Bonds / Notes

$936K

1 holding

					% of plan
American Funds 2010 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$7.3M	14.9%
Ishares S&P 500 Index K Mutual fund -	Other securities	—	—	$5.7M	11.6%
Alger Capital Appreciation Z Mutual fund - $	Other securities	—	—	$4.6M	9.3%
American Funds 2030 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$4.4M	8.9%
American Funds 2040 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$4.4M	8.8%
Sagic General Account Guaranteed investment contract -	Stable Value	—	—	$4.2M	8.6%
Oakmark Institutional Mutual fund -	Other securities	—	—	$3.0M	6.2%
Vanguard Small Cap Index Adm Mutual fund -	Other securities	—	—	$2.8M	5.8%
Hartford Schroders International Stk Sdr Mutual fund -	Other securities	—	—	$1.6M	3.3%
Ei Fixed Account - Series Class Vi Guaranteed investment contract -	Stable Value	—	—	$1.4M	2.9%
American Funds American Balanced R6 Mutual fund -	Other securities	—	—	$1.1M	2.3%
Guggenheim Total Return Bond R6 Mutual fund -	Other securities	—	—	$941K	1.9%
Participant notes receivable Maturities of less than 30 years, secured by participant account balances, with interest rates from 5.25% to 10.50%. -	Bonds / Notes	—	—	$936K	1.9%
Ishares Russell Mid-Cap Index K Mutual fund -	Other securities	—	—	$833K	1.7%
American Funds New Perspective R6 Mutual fund -	Other securities	—	—	$741K	1.5%
Loomis Sayles Investment Grade Bond N Mutual fund -	Other securities	—	—	$628K	1.3%
Allspring Special Mid Cap Value R6 Mutual fund -	Other securities	—	—	$581K	1.2%
Ishares U.S. Aggregate Bond Index K Mutual fund -	Other securities	—	—	$580K	1.2%
Cohen & Steers Real Estate Securities Z Mutual fund -	Other securities	—	—	$558K	1.1%
Blackrock Mid-Cap Growth Equity K Mutual fund -	Other securities	—	—	$457K	0.9%
American Funds 2050 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$399K	0.8%
American Century Small Cap Value R6 Mutual fund -	Other securities	—	—	$288K	0.6%
Blackrock Emerging Mkts Instl Mutual fund -	Other securities	—	—	$285K	0.6%
American Funds 2025 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$246K	0.5%
American Funds 2045 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$197K	0.4%
American Funds 2035 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$193K	0.4%
American Funds 2055 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$191K	0.4%
American Funds 2020 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$180K	0.4%
Invesco Discovery R6 Mutual fund -	Other securities	—	—	$98K	0.2%
American Funds 2060 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$92K	0.2%
Pgim Global Total Return R Mutual fund -	Other securities	—	—	$69K	0.1%
Blackrock Inflation Protected Bond K Mutual fund -	Other securities	—	—	$63K	0.1%
Pgim High-Yield R6 Mutual fund -	Other securities	—	—	$43K	<0.1%
American Funds 2065 Trgt Date Retire R6 Mutual fund -	Other securities	—	—	$42K	<0.1%