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Original filing (PDF)20241015230943NAL0015513219001
CEMTEK SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CEMTEK SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
146
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEMTEK SYSTEMS, INC..
Plan sponsor
Name
CEMTEK SYSTEMS, INC.
EIN
22-3632989
Address
3041 S ORANGE AVE · SANTA ANA, CA · 92707
Phone
(714) 437-7100
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-16
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
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
DBBMCKENNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KANE, ANTHONY E. | — | LAKE FOREST, CA | OTHER SERVICES | $0 | — |
Investments
20 pooled funds· $9.4M(77% 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.
Common Collective Trust
$7.6M
13 holdings
Pooled Separate Account
$1.8M
7 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $1.8M | 14.3% |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $1.5M | 11.9% |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $840K | 6.8% |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $740K | 6.0% |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $714K | 5.8% |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $704K | 5.7% |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $596K | 4.9% |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $587K | 4.8% |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $512K | 4.2% |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $317K | 2.6% |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $232K | 1.9% |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $196K | 1.6% |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $172K | 1.4% |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $160K | 1.3% |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $142K | 1.2% |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $118K | 1.0% |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $82K | 0.7% |
| PRIN LIQUID ASSETS SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $76K | 0.6% |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $22K | 0.2% |
| PRIN LIFETIME HY 2010 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
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