Retirement plan

MACALLISTER RETIREMENT SAVINGS PLAN

Name: MACALLISTER MACHINERY CO., INC - MACALLISTER RETIREMENT SAVINGS PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$317.9M assets

Prospect flagsNo flags tripped

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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How to read this page

Total assets (EOY)

$84.5M

+17.6% from 2019

Total participants

538

+1.1% from 2019

Average account balance

$159,966

+15.0% from 2019

Annual return

16.81%

-1.30 pp from 2019

Benchmarks

See 1,266 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,266 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$108.04M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

646

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$35,671
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$73
CAUSEWAY CAPITAL MANAGEMENT LLC4 years Filed as: CAUSEWAY Service code 52 · EIN 95-4861680	Indirect Investment Fees	$0
DODGE & COX4 years Service code 52 · EIN 94-6067274	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL4 years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2R3D3H2S2T

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$36K

$79 / participant

Contract admin$36K99.9%
Other / not subdivided$320.1%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,966

$78,419+104.0%

$133,956+19.4%

$73,409+117.9%

Participation rate

97.8%

78.6%+19.2pp

79.8%+18.0pp

72.2%+25.6pp

Annual return

16.81%

33.35%-16.5pp

45.09%-28.3pp

59.29%-42.5pp

Employer contribution / active EE

$1,995

$2,044-2.4%

$3,919-49.1%

$2,234-10.7%

Participant deferral / active EE

$6,198

$3,925+57.9%

$5,048+22.8%

$3,805+62.9%

Admin fee / account holder

$68

$161-58.1%

$8,927-99.2%

$158-57.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$35,671

CHARLES SCHWAB & CO., INC.3 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

$73

CAUSEWAY CAPITAL MANAGEMENT LLC4 years

Filed as: CAUSEWAY

Service code 52 · EIN 95-4861680

Indirect Investment Fees

DODGE & COX4 years

Service code 52 · EIN 94-6067274

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-3022712

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 13-3867060

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY4 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

NORTHERN FUNDS4 years

Service code 52 · EIN 36-3608252

Indirect Investment Fees

THE VANGUARD GROUP, INC.4 years

Filed as: VANGUARD

Service code 52 · EIN 23-2311358

Indirect Investment Fees

WELLS FARGO BANK, N.A.4 years

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