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Original filing (PDF)20251009134523NAL0003618435001
PLIMPTON & HILLS CORPORATION
Form 5500
FILING_RECEIVED
PLIMPTON & HILLS CORPORATION EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
253
Accounts w/ balance
328
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLIMPTON & HILLS CORPORATION.
Plan sponsor
Name
PLIMPTON & HILLS CORPORATION
EIN
06-0496010
Address
300 RESEARCH PARKWAY · MERIDEN, CT · 06450
Phone
(860) 522-4233
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FML, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $60K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $35K | — |
Investments
24 direct securities· $30.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund ® Class A | — | — | — | $3.9M | 12.8% | |
| American Funds Investment Company of America A | — | — | — | $2.9M | 9.6% | |
| American Funds The Growth Fund of America ® Class A | — | — | — | $2.6M | 8.7% | |
| American Funds 2030 Target Date Retirement Fund ® Class A | — | — | — | $2.4M | 8.0% | |
| American Funds AMCAP Fund A | — | — | — | $2.3M | 7.5% | |
| American Funds 2010 Target Date Retirement Fund ® Class A | — | — | — | $2.2M | 7.4% | |
| American Funds American Balanced Fund ® Class A | — | — | — | $2.1M | 7.0% | |
| American Funds 2020 Target Date Retirement Fund ® Class A | — | — | — | $1.5M | 5.0% | |
| American Funds 2035 Target Date Retirement Fund ® Class A | — | — | — | $1.4M | 4.6% | |
| Fidelity 500 Index | — | — | — | $1.3M | 4.3% | |
| American Funds EuroPacific Growth A | — | — | — | $1.1M | 3.6% | |
| American Funds 2045 Target Date Retirement Fund ® Class A | — | — | — | $1.1M | 3.5% | |
| American Funds 2050 Target Date Retirement Fund ® Class A | — | — | — | $988K | 3.3% | |
| American Funds 2040 Target Date Retirement Fund ® Class A | — | — | — | $956K | 3.2% | |
| American Funds SMALLCAP World Fund A | — | — | — | $774K | 2.6% | |
| American Funds The Bond Fund of America ® Class A | — | — | — | $555K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund ® Class A | — | — | — | $496K | 1.6% | |
| American Funds 2055 Target Date Retirement Fund ® Class A | — | — | — | $432K | 1.4% | |
| American Funds Intermediate Bond Fund of America | — | — | — | $421K | 1.4% | |
| Interest rates from 0.5% to 10.5%, with maturity dates ranging from 2025 to 2028 - | — | — | — | $312K | 1.0% | |
| CUNA Mutual Guaranteed Account | — | — | — | $260K | 0.9% | |
| American Funds 2015 Target Date Retirement Fund ® Class A | — | — | — | $186K | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $77K | 0.3% | |
| Investment (d) Cost (e) Current Value Cash - | — | — | — | $25K | <0.1% |