How big is West Homestead ENG & Machine Co.'s plan?

West Homestead ENG & Machine Co.'s plan reported $24.6M in assets and 164 participants for 2024.

Original filing (PDF)20251001104421NAL0017692659001

West Homestead ENG & Machine Co.

Name: West Homestead ENG & Machine Co. — West Homestead, Form 5500 (2024)
Creator: West Homestead ENG & Machine Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

West Homestead Engineering Machine Co. 401(k) Plan

401(k) retirement plan · West Homestead ENG & Machine Co.'s West Homestead Engineering Machine Co. 401(k) Plan held $24.6M in plan assets for 164 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

Non-clean audit opinionCorrective distributions issued

Active participants

164

Accounts w/ balance

206

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

People on this filing

Tracey L Schenk signed West Homestead ENG & Machine Co.'s 2024 Form 5500 as plan administrator.

Tracey L Schenk — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

West Homestead ENG & Machine Co.'s EIN is 94-1506700.

EIN 94-1506700

Plan number 001

Plan year 2024

ACK ID 20251001104421NAL0017692659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Homestead ENG & Machine Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Homestead ENG & Machine Co.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

WEST HOMESTEAD ENG & MACHINE CO.

EIN

all filings

Address

5 HOT METAL STREET · SUITE 300 · PITTSBURGH, PA · 15203

Phone

(412) 390-2705

Industry

Manufacturing

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

2025-10-01

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$25K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASSURED PARTNERS INVESTMENT ADVISOR	85-0777552	—	NONE	$52K	—

Investments

32 direct securities· $24.6M(100% of reported assets)

Mutual Funds

$20.2M

26 holdings

Other securities

$3.6M

4 holdings

Common Collective Trusts

$694K

1 holding

Participant loans

$86K

1 holding

					% of plan
American Funds Growth Fund of Amer R4 American Funds 0	Mutual Funds	—	—	$5.8M	23.6%
American Funds Washington Mutual R4 American Funds 0	Mutual Funds	—	—	$3.0M	12.0%
MFS International Growth R3 MFS 0	Mutual Funds	—	—	$2.0M	8.0%
Standard Stable Asset Fund 2 Standard Stable 0	Other securities	—	—	$1.4M	5.6%
MFS Growth R3 MFS 0	Mutual Funds	—	—	$1.3M	5.2%
American Funds American Balanced R4 American Funds 0	Mutual Funds	—	—	$1.1M	4.6%
Eaton Vance Global Income Builder I Eaton Vance 0	Other securities	—	—	$1.1M	4.4%
American Funds Trgt Date Ret 2030 R4 American Funds 0	Mutual Funds	—	—	$1.1M	4.4%
American Funds SMALLCAP World R4 American Funds 0	Mutual Funds	—	—	$882K	3.6%
American Funds Trgt Date Ret 2040 R4 American Funds 0	Mutual Funds	—	—	$822K	3.3%
Fidelity Advisor Total Bond I Fidelity 0	Mutual Funds	—	—	$766K	3.1%
JPMorgan U.S. Equity R6 JPMorgan 0	Other securities	—	—	$739K	3.0%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$694K	2.8%
American Funds Trgt Date Ret 2035 R4 American Funds 0	Mutual Funds	—	—	$586K	2.4%
American Funds Trgt Date Ret 2050 R4 American Funds 0	Mutual Funds	—	—	$443K	1.8%
American Funds US Government Sec R4 American Funds 0	Mutual Funds	—	—	$404K	1.6%
Macquarie Small Cap Core A Macquarie 0	Other securities	—	—	$397K	1.6%
American Funds Trgt Date Ret 2025 R4 American Funds 0	Mutual Funds	—	—	$394K	1.6%
MFS Mid Cap Value R6 MFS 0	Mutual Funds	—	—	$373K	1.5%
American Funds Trgt Date Ret 2045 R4 American Funds 0	Mutual Funds	—	—	$226K	0.9%
American Funds Trgt Date Ret 2055 R4 American Funds 0	Mutual Funds	—	—	$221K	0.9%
American Funds Trgt Date Ret 2020 R4 American Funds 0	Mutual Funds	—	—	$210K	0.9%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$177K	0.7%
MFS Mid Cap Growth R6 MFS 0	Mutual Funds	—	—	$160K	0.7%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$126K	0.5%
Janus Henderson Triton T Janus 0	Mutual Funds	—	—	$103K	0.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$86K	0.3%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$86K	0.3%
Franklin Small Cap Value R6 Franklin 0	Mutual Funds	—	—	$20K	<0.1%
American Funds Trgt Date Ret 2010 R4 American Funds 0	Mutual Funds	—	—	$11K	<0.1%
MFS Moderate Allocation R3 MFS 0	Mutual Funds	—	—	$5K	<0.1%
American Funds Trgt Date Ret 2015 R4 American Funds 0	Mutual Funds	—	—	$4K	<0.1%