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Original filing (PDF)20251015132035NAL0002355955001
CDL NUCLEAR TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
CDL NUCLEAR TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
179
Accounts w/ balance
168
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2040 Trgt Date Retire R4" is 25% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDL NUCLEAR TECHNOLOGIES, LLC.
Plan sponsor
Name
CDL NUCLEAR TECHNOLOGIES, LLC
EIN
20-0077153
Address
600 CRANBERRY WOODS DR, STE 300 · CRANBERRY TOWNSHIP, PA · 16066
Phone
(724) 933-5570
Industry
Health Care & Social Assistancesee 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)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
26 direct securities· $7.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R4 | — | — | — | $2.0M | 25.4% | |
| American Funds 2030 Trgt Date Retire R4 | — | — | — | $1.5M | 19.2% | |
| American Funds 2045 Trgt Date Retire R4 | — | — | — | $688K | 8.8% | |
| American Funds 2035 Trgt Date Retire R4 | — | — | — | $621K | 7.9% | |
| AB Large Cap Growth Fund | — | — | — | $568K | 7.2% | |
| American Funds 2050 Trgt Date Retire R4 | — | — | — | $531K | 6.8% | |
| American Funds 2020 Trgt Date Retire R4 | — | — | — | $412K | 5.3% | |
| American Funds 2060 Trgt Date Retire R4 | — | — | — | $395K | 5.0% | |
| American Funds 2055 Trgt Date Retire R4 | — | — | — | $336K | 4.3% | |
| American Funds 2065 Trgt Date Retire R4 | — | — | — | $130K | 1.7% | |
| Invesco S&P 500 Index A | — | — | — | $103K | 1.3% | |
| American Century Mid Cap Value Inv | — | — | — | $103K | 1.3% | |
| BlackRock Mid-Cap Growth Equity Inv A | — | — | — | $65K | 0.8% | |
| Participants Participant notes receivable bearing interest at rates ranging from 8.75 to 9.50 percent - | — | — | — | $52K | 0.7% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market | — | — | — | $48K | 0.6% | |
| Columbia Select Large Cap Value A | — | — | — | $45K | 0.6% | |
| American Funds 2025 Trgt Date Retire R4 | — | — | — | $40K | 0.5% | |
| American Funds 2010 Trgt Date Retire R4 * 432 American Funds 2015 Trgt Date Retire R4 | — | — | — | $40K | 0.5% | |
| Janus Henderson Venture S | — | — | — | $28K | 0.4% | |
| Allspring Small Company Value A | — | — | — | $26K | 0.3% | |
| Fidelity Management Trust Company PIMCO Income A | — | — | — | $23K | 0.3% | |
| MFS International Diversification Fund | — | — | — | $17K | 0.2% | |
| Fidelity Advisor Balanced Fund - Class A | — | — | — | $14K | 0.2% | |
| American Funds New World R3 | — | — | — | $12K | 0.2% | |
| Fidelity Advisor Investment Grade Bond Fund - Class A | — | — | — | $7K | <0.1% | |
| JHancock Bond A | — | — | — | $5K | <0.1% |