Retirement plan

MACALLISTER RETIREMENT SAVINGS PLAN

Name: MACALLISTER MACHINERY CO., INC - MACALLISTER RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: MACALLISTER MACHINERY CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MACALLISTER RETIREMENT SAVINGS PLAN, MACALLISTER MACHINERY CO., INC

MACALLISTER MACHINERY CO., INCEIN 35-0791060Plan #003PY 2017

6300 SOUTHEASTERN AVE - INDIANAPOLIS, IN 46203248-349-4800macallister.comLinkedIn1001-5000 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$212.3M assets

Prospect flagsLow returnsFailed to transmit contributions

Top hat statement on fileNQDC

Filed September 12, 2024 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

6300 Southeastern

Indianapolis, IN 46203

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Plans declared (1)

MacAllister Machinery Company, Inc. Long-Term Incentive Plan0 emp

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Total assets (EOY)

$61.1M

-6.0% from 2016

Total participants

479

-4.0% from 2016

Average account balance

$130,899

-1.5% from 2016

Annual return

14.14%

-6.78 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$96.01M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

623

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 33 · EIN 04-1590850	Other investment fees and expenses; S...	$34,868
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782	Shareholder Servicing	$344
CAUSEWAY CAPITAL MANAGEMENT LLC1 year Filed as: CAUSEWAY Service code 52 · EIN 95-4861680	Indirect Investment Fees	$0
DODGE & COX1 year Service code 52 · EIN 25-6219106	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2R3D2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$33K

$83 / participant

Contract admin$33K100.0%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,899

$71,666+82.7%

$117,861+11.1%

$69,634+88.0%

Participation rate

97.0%

77.5%+19.5pp

79.7%+17.4pp

70.7%+26.3pp

Annual return

14.14%

18.86%-4.7pp

335.11%-321.0pp

27572.26%-27558.1pp

Employer contribution / active EE

$2,029

$1,889+7.4%

$3,786-46.4%

$2,032-0.1%

Participant deferral / active EE

$5,304

$3,340+58.8%

$4,482+18.3%

$3,224+64.5%

Admin fee / account holder

$71

$120-40.8%

$8,021-99.1%

$110-35.5%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 33 · EIN 04-1590850

Other investment fees and expenses; S...

$34,868

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 59 · EIN 94-1737782

Shareholder Servicing

$344

CAUSEWAY CAPITAL MANAGEMENT LLC1 year

Filed as: CAUSEWAY

Service code 52 · EIN 95-4861680

Indirect Investment Fees

DODGE & COX1 year

Service code 52 · EIN 25-6219106

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-3022712

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

NORTHERN FUNDS1 year

Service code 52 · EIN 39-1777365

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 13-3867060

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 23-2311358

Indirect Investment Fees

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO

Service code 52 · EIN 41-0449260

Indirect Investment Fees

MACALLISTER RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MACALLISTER RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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