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Original filing (PDF)20251015140100NAL0005063873001

CONNECTICUT COINING, INC.

Form 5500
FILING_RECEIVED
ALPHACOIN 401(K) PLAN
401(k) retirement plan
Active participants
141
Accounts w/ balance
229
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
22 pooled trusts
Schedule D
27 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 CONNECTICUT COINING, INC..
Plan sponsor
Name
CONNECTICUT COINING, INC.
EIN
06-0777080
Address
10 TROWBRIDGE DR. · BETHEL, CT · 06801
Phone
(203) 743-3861
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$3K

Investments

26 direct securities · 22 pooled funds· $14.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$9.2M
26 holdings
Pooled Separate Account
$5.7M
22 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BlackRock LifePath Index 2030 Pooled separate account$1.8M19.3%
Invesco Premier US Govt Money Pooled separate account$1.1M11.7%
INVESCO PREMIER US GOVT MONEY
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.0M10.6%
BlackRock LifePath Index 2035 Pooled separate account$1.0M10.6%
BLACKROCK LIFEPATH INDEX 2030
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$918K9.6%
BlackRock LifePath Index Ret Pooled separate account$812K8.5%
BLACKROCK LIFEPATH INDEX 2035
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$706K7.4%
BlackRock LifePath Index 2025 Pooled separate account$602K6.3%
BlackRock LifePath Index 2040 Pooled separate account$449K4.7%
BLACKROCK LIFEPATH INDEX 2025
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$386K4.1%
BLACKROCK LIFEPATH INDEX RET
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$370K3.9%
JH Bond Fund Pooled separate account$364K3.8%
BlackRock LifePath Index 2060 Pooled separate account$349K3.7%
JOHN HANCOCK BOND FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$328K3.4%
BlackRock LifePath Index 2055 Pooled separate account$325K3.4%
BlackRock LifePath Index 2065 Pooled separate account$299K3.1%
BLACKROCK LIFEPATH INDEX 2040
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$290K3.0%
Vanguard Value Index Fund Pooled separate account$255K2.7%
TIAA-CREF Equity Index Fund Pooled separate account$250K2.6%
BLACKROCK LIFEPATH INDEX 2050
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$216K2.3%
BLACKROCK LIFEPATH INDEX 2065
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$215K2.3%
Notes receivable from participants Interest rates (4.25% to 9.5%), $-$207K2.2%
BLACKROCK LIFEPATH INDEX 2060
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$206K2.2%
BLACKROCK LIFEPATH INDEX 2055
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$204K2.1%
Guaranteed Interest Accounts A Class 5 year Guaranteed interest account$203K2.1%
Vanguard Small Cap Value Index" Pooled separate account$197K2.1%
Vanguard Strategic Equity Fund Pooled separate account$184K1.9%
BlackRock LifePath Index 2045 Pooled separate account$171K1.8%
VANGUARD VALUE INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$149K1.6%
NUVEEN EQUITY INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$140K1.5%
VANGUARD SMALL CAP VALUE INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$125K1.3%
Vanguard Tot Wld Stk Index ETF Pooled separate account$122K1.3%
maturing through 2029 * Pending purchases of investments Pooled separate account$118K1.2%
BLACKROCK LIFEPATH INDEX 2045
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$118K1.2%
VANGUARD STRATEGIC EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$103K1.1%
TIAA-CREF Large-Cap Value Idx Pooled separate account$99K1.0%
TIAA-CREF Small-Cap Blend Idx Pooled separate account$94K1.0%
VANGUARD TOT WLD STK INDEX ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$87K0.9%
Invesco Small Cap Growth Pooled separate account$46K0.5%
NUVEEN LARGE-CAP VALUE INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$30K0.3%
NUVEEN SMALL-CAP BLEND INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$30K0.3%
Hartford MidCap Fund Pooled separate account$20K0.2%
INVESCO SMALL CAP GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$16K0.2%
HARTFORD MIDCAP FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$13K0.1%
Cash and cash equivalents $-$9K<0.1%
U.S Property Sep Account Pooled separate account$8K<0.1%
WisdomTree MidCap Dividend ETF Pooled separate account$6K<0.1%
WISDOMTREE MIDCAP DIVIDEND ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$3K<0.1%

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