Department of Labor filing

POWER/MATION DIVISION, INC.

POWER/MATION DIVISION, INC. EMPLOYEE RETIREMENT PROFIT SHARING PLAN · For the plan year ended Oct 31, 2024

Public filing 2023 · received Aug 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,458

Reported employer contributions per active participant.

Higher than about 63% of comparable plans

#People in the filing

181

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$6 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 97% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202373out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions63rd percentileTypical peer $1,965 · based on 1,320 comparable plans

Lower reported administrative expense97th percentileTypical peer $171 · based on 1,349 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Oct 31, 2024, POWER/MATION DIVISION, INC. reported $444,945 in employer contributions across the plan and 181 active participants. That works out to $2,458 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy64%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 25.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 19.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $444,945
Participant contributions: $1,196,004
Other contributions: $38,345
Employer share of reported contributions: 27.1%
Beginning assets: $27,811,997
Ending assets: $32,526,118
Ending net assets: $32,526,118
Ending liabilities: $0
Total income: $10,127,851
Total expenses: $5,413,730
Administrative expenses: $1,710
Participant loans: $220,114

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,312

2023

$2,458

Plan-paid administrative expenses per participant

2022

2023

Active participants

2022

194

2023

181

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$2,458	181	32.5M	20250806112142NAL0001679939001
2022	$3,312	194	27.8M	20240815154406NAL0022864832001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 410848859-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 1987
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2K2S2T2J2E2F2G3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2023	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250806112142NAL0001679939001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗