Daniel T. Cullen, Jr. signed Custom Engineering Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Engineering Company's EIN is 25-1008495.
Download the official 2023 Form 5500 (PDF) for Custom Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Custom Engineering Company's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $12K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund | Other securities | — | — | $3.2M | 29.0% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.9M | 17.3% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $1.5M | 13.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $791K | 7.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $606K | 5.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $472K | 4.2% | |
| American Century Small Cap Growth 157 American Funds American Balanced Fund | Mutual Funds | — | — | $399K | 3.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $304K | 2.7% | |
| MFS Value Fund 309 Pimco Total Return Fund | Mutual Funds | — | — | $300K | 2.7% | |
| J.P. Morgan Mid Cap Growth Fund | Other securities | — | — | $278K | 2.5% | |
| Participants through 2031 | Other securities | — | — | $275K | 2.5% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $206K | 1.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $206K | 1.8% | |
| Pioneer Bond Fund | Other securities | — | — | $144K | 1.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $135K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $131K | 1.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $112K | 1.0% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $76K | 0.7% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $57K | 0.5% | |
| Fidelity Mid Cap Index Institutional Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
