Original filing (PDF)20251008090807NAL0005603329001

COMPOSIDIE, INC.

Name: COMPOSIDIE, INC. — COMPOSIDIE, INC. EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: COMPOSIDIE, INC.

Form 5500

FILING_RECEIVED

COMPOSIDIE, INC. EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Signals · 2

27% in single holdingNo recordkeeper disclosed

Active participants

262

Accounts w/ balance

347

Plan assets (EOY)

$26.1M

Net assets (EOY)

$26.1M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "American Funds Growth Fund of N/R" is 27% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (14 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPOSIDIE, INC..

Plan sponsor

Name

COMPOSIDIE, INC.

EIN

25-1232176

Address

1295 ROUTE 380 · APOLLO, PA · 15613

Phone

(724) 727-3466

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER / CUSTODIAN	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAPANOWICZ & ASSOCIATES	—	PITTSBURGH, PA	INVESTMENT ADVISOR	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
DEFINITI, LLC	—	THE WOODLANDS, TX	TPA	$10K	—

Investments

30 direct securities · 1 pooled fund· $25.9M(99% 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

$14.7M

24 holdings

Mutual Funds

$9.4M

6 holdings

Common Collective Trust

$1.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds Growth Fund of N/R	Mutual Funds	—	—	$7.1M	27.2%
America R6 Mutual Fund American Funds Washington Mutual N/R	—	—	—	$3.7M	14.0%
FEDERATED HERMES CAPITAL PRES FEDERATED · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$1.8M	6.8%
R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$1.2M	4.7%
Date 2035 R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$1.1M	4.3%
Date 2040 R6 Mutual Fund American Funds American Mutual N/R	—	—	—	$1.0M	3.9%
R6 * Mutual Fund Vanguard 500 Index Admiral N/R	—	—	—	$965K	3.7%
American Funds Target Retirement N/R	Mutual Funds	—	—	$940K	3.6%
Date 2030 R6 Mutual Fund American Funds American Balanced N/R	—	—	—	$822K	3.2%
R6 Mutual Fund American Funds Smallcap World R6 N/R	—	—	—	$801K	3.1%
American Funds Target Retirement N/R	Mutual Funds	—	—	$792K	3.0%
Date 2045 R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$721K	2.8%
Date 2050 R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$658K	2.5%
Date 2025 R6 Mutual Fund American Funds EuroPacific Growth N/R	—	—	—	$595K	2.3%
R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$581K	2.2%
Date 2060 R6 Mutual Fund TIAA-CREF Small Cap Blend Index N/R	—	—	—	$444K	1.7%
Institutional Class Mutual Fund American Funds Target Retirement N/R	—	—	—	$406K	1.6%
Date 2055 R6 Mutual Fund PIMCO Total Return Institutional N/R	—	—	—	$403K	1.5%
American Funds Target Retirement N/R	Mutual Funds	—	—	$272K	1.0%
Date 2020 R6 Mutual Fund American Funds Capital World N/R	—	—	—	$266K	1.0%
Growth and Income R6 * Mutual Fund Vanguard Mid Cap Index Admiral N/R	—	—	—	$262K	1.0%
Vanguard Inflation-Protected N/R	Mutual Funds	—	—	$237K	0.9%
Securities Admiral Mutual Fund American Funds Capital Income N/R	—	—	—	$210K	0.8%
Participant Loans Interest rates at 4.25% through $0	—	—	—	$186K	0.7%
Builder R6 Mutual Fund Metropolitan West Total Return N/R	—	—	—	$158K	0.6%
Bond I Mutual Fund American Funds Income Fund of N/R	—	—	—	$71K	0.3%
America R6 * Mutual Fund Vanguard REIT Index Admiral N/R	—	—	—	$64K	0.2%
American Funds U.S. Government N/R	Mutual Funds	—	—	$62K	0.2%
Securities R6 * Mutual Fund Vanguard Total International Stock N/R	—	—	—	$30K	0.1%
Index Admiral Mutual Fund American Funds Target Retirement N/R	—	—	—	$17K	<0.1%
Date 2015 R6 Mutual Fund American Funds Target Retirement N/R	—	—	—	$10K	<0.1%