Back to filter
Original filing (PDF)20250821141336NAL0008376434001
C&D TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
C&D TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,357
Accounts w/ balance
1,753
Plan assets (EOY)
$118.5M
Net assets (EOY)
$118.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 19 bps in Schedule C fees — 90% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C&D TECHNOLOGIES, INC..
Plan sponsor
Name
C&D TECHNOLOGIES, INC.
EIN
13-3314599
Address
1400 UNION MEETING ROAD · BLUE BELL, PA · 194220858
Phone
(215) 619-2700
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
2025-08-21
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $143K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | 33-0905143 | — | INVESTMENT ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
16 direct securities · 6 pooled funds· $125.2M(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.
Uncategorized
$101.2M
16 holdings
Common Collective Trust
$24.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund Class K | — | — | — | $21.3M | 17.9% | |
| BlackRock LifePath Index Retirement Fund Class K | — | — | — | $18.2M | 15.3% | |
| Fidelity 500 Index | — | — | — | $13.2M | 11.2% | |
| Fidelity Management Trust Company BlackRock LifePath Index 2030 Fund Class K | — | — | — | $10.1M | 8.5% | |
| BlackRock LifePath Index 2045 Fund Class K | — | — | — | $8.5M | 7.2% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $8.4M | 7.1% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio CL 2 | — | — | — | $6.7M | 5.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.3M | 5.3% | |
| BlackRock LifePath Index 2040 Fund Class K | — | — | — | $4.9M | 4.2% | |
| BlackRock LifePath Index 2055 Fund Class K | — | — | — | $4.0M | 3.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.5M | 2.9% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 9.50 percent - | — | — | — | $3.2M | 2.7% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.0M | 2.5% | |
| BlackRock LifePath Index 2050 Fund Class K | — | — | — | $3.0M | 2.5% | |
| BlackRock LifePath Index 2060 Fund Class K | — | — | — | $2.3M | 2.0% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Fidelity US Bond Index Fund | — | — | — | $2.1M | 1.8% | |
| Victory Sycamore Small Company Opportunity I | — | — | — | $1.6M | 1.4% | |
| Fidelity International Index | — | — | — | $1.6M | 1.3% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $702K | 0.6% | |
| BlackRock LifePath Index 2065 Fund Class K | — | — | — | $371K | 0.3% | |
| Fidelity Government Money Market Fund CL K6 | — | — | — | $88K | <0.1% |