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Original filing (PDF)20251015064856NAL0004200145001
CPM ACQUISITION CORP.
Form 5500
FILING_RECEIVED
CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
756
Accounts w/ balance
859
Plan assets (EOY)
$96.6M
Net assets (EOY)
$96.6M
How this plan invests
This plan
30 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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPM ACQUISITION CORP..
Plan sponsor
Name
CPM ACQUISITION CORP.
EIN
06-1612491
Address
4050 LEVERSEE ROAD · WATERLOO, IA · 50703
Phone
(319) 232-8444
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
34 direct securities · 30 pooled funds· $95.8M(99% 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.
Registered Investment Companies
$91.3M
34 holdings
Common Collective Trust
$4.5M
23 holdings
Pooled Separate Account
$0
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $11.7M | 12.1% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $8.5M | 8.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.0M | 6.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $5.5M | 5.7% | |
| VAN RUSSELL 1000 GR IDX - INST | Registered Investment Companies | — | — | $5.2M | 5.4% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $5.1M | 5.3% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.0M | 5.2% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $5.0M | 5.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $4.8M | 5.0% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $4.6M | 4.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $3.2M | 3.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.9M | 3.0% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $2.9M | 3.0% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $2.8M | 2.9% | |
| SCHWAB US AGG BND INDEX | Registered Investment Companies | — | — | $2.6M | 2.7% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.6% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $2.1M | 2.1% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $1.9M | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.8M | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.6M | 1.7% | |
| STATE STREET RUSS SCG IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| AMC MULTISECTOR INCOME R6 | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.0M | 1.1% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $981K | 1.0% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $936K | 1.0% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $758K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $704K | 0.7% | |
| NORTHERN EM MRKTS EQ INDEX SHR | Registered Investment Companies | — | — | $601K | 0.6% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $528K | 0.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $392K | 0.4% | |
| FID FREEDOM INDEX RETIRE IP | Registered Investment Companies | — | — | $379K | 0.4% | |
| STATE STREET NASDAQ 100 IDX M STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $291K | 0.3% | |
| DFA SEL HDG GL FXD INC INST | Registered Investment Companies | — | — | $252K | 0.3% | |
| SST US INF PROT BD IDX LS II | Registered Investment Companies | — | — | $205K | 0.2% | |
| STATE ST US BD IDX SEC LS XIV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $88K | <0.1% | |
| STATE ST REIT IDX NLS C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $48K | <0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $41K | <0.1% | |
| PIMCO STABLE INCOME FUND SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 120 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 137 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |