Specialty Machines, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Specialty Machines, INC.
  • Sponsor EIN: 310520894
  • Sponsor Address: 5370 SALEM AVE., TROTWOOD, OH, 45426
  • Plan Type: 401(k)
  • Total Participants: 66
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$2.7M$83,614$156,461
202366$4.0M$97,727$208,170
202273$3.3M$92,948$200,755

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