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Original filing (PDF)20251009121620NAL0003899091001

CONTITECH USA, INC.

Form 5500
FILING_RECEIVED
CONTITECH AUBURN HOURLY 401(K) PLAN
401(k) retirement plan
Active participants
272
Accounts w/ balance
206
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
17 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTITECH USA, INC..
Plan sponsor
Name
CONTITECH USA, INC.
EIN
20-8832176
Address
703 S. CLEVELAND MASSILLON ROAD · FAIRLAWN, OH · 443333023
Phone
(248) 596-5900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
204
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GREER WALKER LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$6K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
GREERWALKER, LLP.56-1434747ACCOUNTANT/AUDITOR$14K

Investments

27 direct securities · 17 pooled funds· $34.5M(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
$18.9M
27 holdings
Common Collective Trust
$15.5M
17 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BlackRock LifePath 2030 Index Fund - O Class$3.9M18.0%
BTC LPATH IDX 2030 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1498398 / PN 001
Common Collective Trust
$3.9M18.0%
BlackRock LifePath 2035 Index Fund - O Class$2.7M12.3%
BTC LPATH IDX 2035 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1513534 / PN 001
Common Collective Trust
$2.7M12.3%
JPMorgan Equity Income Fund - Class R6$1.9M8.9%
BlackRock LifePath Retirement Income Fund - O Class$1.9M8.8%
BTC LPATH IDX RET N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1458076 / PN 001
Common Collective Trust
$1.9M8.8%
Fidelity Blue Chip Growth Commingled Pool Class C Fund$1.8M8.4%
FID BLUE CHP GR CP C
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142
Common Collective Trust
$1.8M8.4%
Invesco Stable Value Trust - Class A1$1.0M4.8%
INVESCO STBL VAL A1
INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001
Common Collective Trust
$1.0M4.8%
BlackRock Equity Index Fund GG$789K3.6%
BTC LPATH IDX 2040 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1532549 / PN 001
Common Collective Trust
$789K3.6%
BlackRock LifePath 2045 Index Fund - O Class$768K3.6%
BTC EQUITY INDEX GG
BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1908083 / PN 001
Common Collective Trust
$768K3.6%
BlackRock LifePath 2055 Index Fund - O Class$648K3.0%
BTC LPATH IDX 2045 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1546505 / PN 001
Common Collective Trust
$648K3.0%
State Street U.S. Bond Index Securities Lending Series Fund Class XIV$591K2.7%
BTC LPATH IDX 2055 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1578259 / PN 001
Common Collective Trust
$591K2.7%
BlackRock LifePath 2050 Index Fund - O Class$534K2.5%
SS US BOND INDX XIV
STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477
Common Collective Trust
$534K2.5%
DFA U.S. Targeted Value Portfolio - Class I$423K2.0%
BTC LPATH IDX 2050 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1562543 / PN 001
Common Collective Trust
$423K2.0%
American Funds The Bond Fund of America - Class R6$310K1.4%
Dodge & Cox International Stock Fund$272K1.3%
BlackRock LifePath 2060 Index Fund - O Class$186K0.9%
PGIM High Yield Fund - Class R6$164K0.8%
BTC LPATH IDX 2060 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1592041 / PN 001
Common Collective Trust
$164K0.8%
State Street Global All Cap Equity Ex-U.S. Index Securities Lending Services Fund - Class II$159K0.7%
BlackRock Mid Cap Equity Index Fund J$124K0.6%
Fidelity Emerging Markets Fund - Class K$123K0.6%
BTC MID CAP EQ IDX J
BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3343205 / PN 001
Common Collective Trust
$123K0.6%
State Street Russell Small Cap Index Lending Series Fund - Class II$119K0.5%
BlackRock LifePath 2040 Index Fund - O Fund$98K0.5%
Fidelity Government Money Market Fund$93K0.4%
SS RSL SM CAP IDX II
STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 180
Common Collective Trust
$93K0.4%
Fidelity Small Cap Growth K6 Fund$87K0.4%
SS GACEQ EXUS IDX II
STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444
Common Collective Trust
$87K0.4%
Vanguard International Growth Fund Admiral Shares$65K0.3%
BlackRock LifePath Index 2065 Fund$58K0.3%
Fidelity U.S. Sustainability Index Fund$52K0.2%
Self-Directed Investments:Participant Loans$17K<0.1%
BTC LPATH IDX 2065 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1845096 / PN 001
Common Collective Trust
$17K<0.1%
BTC LPATH IDX 2025 N
BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1483157 / PN 001
Common Collective Trust
$0<0.1%

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