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Original filing (PDF)20251009053517NAL0003368691001
CPS TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
CPS TECHNOLOGIES CORPORATION 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
87
Accounts w/ balance
135
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
40 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 (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPS TECHNOLOGIES CORPORATION.
Plan sponsor
Name
CPS TECHNOLOGIES CORPORATION
EIN
04-2832509
Address
111 SOUTH WORCESTER STREET · NORTON, MA · 02766
Phone
(508) 222-0614
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 12 pooled funds· $7.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.8M
12 holdings
Uncategorized
$3.5M
28 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CALLAN GLIDEPATH 2030 - R6 WILMINGTON TRUST RISC · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $1.1M | 14.6% | |
| CALLAN GLIDEPATH 2040 - R6 WILMINGTON TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $854K | 11.7% | |
| VANGUARD 500 INDEX FUND - ADM | — | — | — | $851K | 11.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $665K | 9.1% | |
| CALLAN GLIDEPATH 2055 R6 WILMINGTON TRUST RISC · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $351K | 4.8% | |
| AMERICAN CENTURY MID CP VAL R6 | — | — | — | $326K | 4.5% | |
| VANGUARD MID CAP VALUE IND ADM | — | — | — | $322K | 4.4% | |
| CALLAN GLIDEPATH 2020 - R6 WILMINGTON TRUST RISC · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $280K | 3.8% | |
| VANGUARD REAL ESTATE INDEX ADM | — | — | — | $257K | 3.5% | |
| COHEN & STEERS REAL EST SEC Z | — | — | — | $257K | 3.5% | |
| CALLAN GLIDEPATH 2050 R6 WILMINGTON TRUST RISC · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $219K | 3.0% | |
| PUTNAM LARGE CAP VALUE R6 | — | — | — | $195K | 2.7% | |
| CALLAN GLIDEPATH 2060 R6 WILMINGTON TRUST RISC · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $161K | 2.2% | |
| VANGUARD GROWTH INDEX FUND ADM | — | — | — | $133K | 1.8% | |
| JANUS HENDERSON BALANCED - N | — | — | — | $132K | 1.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | — | — | — | $128K | 1.7% | |
| VANGUARD VALUE INDEX FUND ADMR | — | — | — | $119K | 1.6% | |
| Participant loans | — | — | — | $114K | 1.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | — | — | — | $108K | 1.5% | |
| FIDELITY ADV GRTH OPPS I | — | — | — | $107K | 1.5% | |
| PGIM JENNISON INTL OPPS R6 | — | — | — | $107K | 1.5% | |
| CALLAN GLIDEPATH 2035 - R6 WILMINGTON TRUST RISC · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $83K | 1.1% | |
| LORD ABBETT DEVELOPING GR R6 | — | — | — | $79K | 1.1% | |
| PGIM TOTAL RETURN BOND R6 | — | — | — | $72K | 1.0% | |
| CALLAN GLIDEPATH 2015 - R6 WILMINGTON TRUST RISC · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $41K | 0.6% | |
| CALLAN GLIDEPATH 2025 - R6 WILMINGTON TRUST RISC · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $37K | 0.5% | |
| VANGUARD LONG TERM INV GR ADM | — | — | — | $34K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | — | — | — | $33K | 0.4% | |
| HARTFORD EMERG MKTS EQTY R6 | — | — | — | $31K | 0.4% | |
| CALLAN GLIDEPATH 2045 - R6 WILMINGTON TRUST RISC · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $30K | 0.4% | |
| VANGUARD SH TERM BD INDEX ADM | — | — | — | $21K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | — | — | — | $20K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | — | — | — | $19K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | — | — | — | $16K | 0.2% | |
| DELAWARE IVY HIGH INCOME R6 | — | — | — | $16K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | — | — | — | $7K | <0.1% | |
| STATE ST INTL IDX SEC LEND VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 334 | Common Collective Trust | — | — | $7K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | — | — | — | $5K | <0.1% | |
| FEDERATED MDT MDCP GR R6 | — | — | — | $4K | <0.1% | |
| MFS GIBL OPPORTUNISTIC BOND R6 | — | — | — | $3K | <0.1% |
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