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Original filing (PDF)20260205105618NAL0004518321001
CONTROL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CONTROL TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
302
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTROL TECHNOLOGIES, INC..
Plan sponsor
Name
CONTROL TECHNOLOGIES, INC.
EIN
03-0306764
Address
121 PARK AVE STE 20 · WILLISTON, VT · 05495
Phone
(802) 764-2200
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-05
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
33 direct securities· $24.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Contrafund 138,760.941 Shares | — | — | — | $2.8M | 11.4% | |
| FID 500 Index 13,341.759 Shares | — | — | — | $2.6M | 10.5% | |
| FID Freedom 2045 K 186,408.934 Shares | — | — | — | $2.5M | 10.3% | |
| FID Freedom 2035 K 132,422.253 Shares | — | — | — | $2.1M | 8.6% | |
| FID Freedom 2030 K 95,431.057 Shares | — | — | — | $1.7M | 6.9% | |
| FID Freedom 2040 K 128,986.933 Shares | — | — | — | $1.5M | 6.1% | |
| FID Freedom 2050 K 99,881.848 Shares | — | — | — | $1.4M | 5.6% | |
| FID Freedom 2025 K 97,854.377 Shares | — | — | — | $1.4M | 5.5% | |
| FID Freedom 2055 K 74,336.486 Shares | — | — | — | $1.2M | 4.8% | |
| FID Select Software & Comp 42,751.903 Shares | — | — | — | $1.1M | 4.3% | |
| Baron Asset Fund 9,924.529 Shares | — | — | — | $948K | 3.9% | |
| FID Freedom 2060 K 51,281.416 Shares | — | — | — | $749K | 3.1% | |
| FID Gov't Money Market K6 579,199.910 Units | — | — | — | $579K | 2.4% | |
| FID Intl Index 8,118.416 Shares | — | — | — | $434K | 1.8% | |
| FID International Discovery 8,177.325 Shares | — | — | — | $426K | 1.7% | |
| Glenmede SMCP Eq ADV 15,323.059 Shares | — | — | — | $424K | 1.7% | |
| FIDELITY Gov't Income 31,105.310 Shares | — | — | — | $286K | 1.2% | |
| Pimco Total Return 31,633.215 Shares | — | — | — | $274K | 1.1% | |
| FID Ext Mkt Idx 2,784.538 Shares | — | — | — | $229K | 0.9% | |
| Participant loans 4.25-9.75% - | — | — | — | $225K | 0.9% | |
| FID Freedom 2020 K 15,197.603 Shares | — | — | — | $223K | 0.9% | |
| FID Sel Natural Res 5,244.190 Shares | — | — | — | $221K | 0.9% | |
| ABF Lg Cap Val R5 8,153.870 Shares | — | — | — | $210K | 0.9% | |
| FID Freedom 2015 K 14,620.100 Shares | — | — | — | $171K | 0.7% | |
| FID US Bond Idx 16,166.949 Shares | — | — | — | $168K | 0.7% | |
| FID Freedom 2065 K 11,972.103 Shares | — | — | — | $159K | 0.6% | |
| FID Low Price Stock 3,793.968 Shares | — | — | — | $151K | 0.6% | |
| Cohen & Steers Realty 2,228.704 Shares | — | — | — | $150K | 0.6% | |
| AS Spl SMCP Val R6 3,903.342 Shares | — | — | — | $139K | 0.6% | |
| AS Spl MDCP Val R6 1,499.776 Shares | — | — | — | $68K | 0.3% | |
| DWS Hlth & Wlns S 1,309.135 Shares | — | — | — | $54K | 0.2% | |
| Davis Financial A 681.697 Shares | — | — | — | $44K | 0.2% | |
| FID Freedom 2010 K 843.487 Shares | — | — | — | $12K | <0.1% |
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