Retirement plan

MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN

Name: MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN - MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN, MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN

MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLANEIN 13-5600575Plan #002PY 2025

800 WESTCHESTER AVENUE,, SUITE S618 - RYE BROOK, NY 10573914-939-4060

Other plans on this EIN

1 filing

#001Retirement-$10.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+46.7% from 2024

Total participants

-8.7% from 2024

Average account balance

$111,261

+20.8% from 2024

Annual return

19.76%

+0.85 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$111K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

81.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$354K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1103

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$19K

$893 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.991%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,261

$212,386-47.6%

$199,883-44.3%

$138,895-19.9%

Participation rate

81.0%

87.4%-6.4pp

86.8%-5.8pp

79.9%+1.0pp

Annual return

19.76%

47.75%-28.0pp

43.81%-24.1pp

145.39%-125.6pp

Employer contribution / active EE

$4,357

$6,625-34.2%

$6,261-30.4%

$4,194+3.9%

Participant deferral / active EE

$12,479

$9,617+29.8%

$9,138+36.6%

$6,396+95.1%

Admin fee / account holder

$1,103

$18,233-94.0%

$17,268-93.6%

$12,562-91.2%

MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEYER HANDELMAN COMPANY LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion