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Original filing (PDF)20251009115002NAL0011388336001
COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
285
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC..
Plan sponsor
Name
COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC.
EIN
26-0251174
Address
9 FORGE PARKWAY · FRANKLIN, MA · 02038
Phone
(800) 662-6748
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES WENDLING CPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| BARNES WENDLING | 34-1463411 | — | SERVICE PROVIDER | $5K | — |
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Investments
39 direct securities · 1 pooled fund· $40.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.8M
39 holdings
Pooled Separate Account
$20.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20.2M | 97.0% | |
| Vanguard Total Stock Market Index Fund - Admiral (TM) Shares Pooled Separate Account | — | — | — | $2.5M | 11.9% | |
| AB Large Cap Growth Fund - Class Z Pooled Separate Account | — | — | — | $2.3M | 11.1% | |
| Fisher Investments All World Equity Collective Fund - Class 4 Pooled Separate Account | — | — | — | $1.9M | 9.1% | |
| Vanguard Target Retirement 2035 Fund - Investor Shares Pooled Separate Account | — | — | — | $1.6M | 7.7% | |
| Fisher Investments U.S. Fixed Income Collective Fund - Class 4 Pooled Separate Account | — | — | — | $1.1M | 5.4% | |
| Vanguard Target Retirement 2025 Fund - Investor Shares Pooled Separate Account | — | — | — | $1.0M | 4.8% | |
| Vanguard Target Retirement 2050 Fund - Investor Shares Pooled Separate Account | — | — | — | $1.0M | 4.8% | |
| American Funds American Balanced Fund - Class R-6 Pooled Separate Account | — | — | — | $864K | 4.2% | |
| Vanguard Target Retirement 2040 Fund - Investor Shares Pooled Separate Account | — | — | — | $807K | 3.9% | |
| Vanguard Target Retirement 2055 Fund - Investor Shares Pooled Separate Account | — | — | — | $704K | 3.4% | |
| American Funds Fundamental Investors - Class R-6 Pooled Separate Account | — | — | — | $673K | 3.2% | |
| Vanguard Mid-Cap Index Fund - Admiral (TM) Shares Pooled Separate Account | — | — | — | $644K | 3.1% | |
| Vanguard Target Retirement 2030 Fund - Investor Shares Pooled Separate Account | — | — | — | $633K | 3.0% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $522K | 2.5% | |
| American Funds EUPAC Growth Fund - Class R-6 Pooled Separate Account | — | — | — | $493K | 2.4% | |
| Putnam Large Cap Value Fund - Class Pooled Separate Account | — | — | — | $488K | 2.4% | |
| PIMCO Total Return Fund - Institutional Class Pooled Separate Account | — | — | — | $366K | 1.8% | |
| Carillon Eagle Small Cap Growth Fund - Class R-6 Pooled Separate Account | — | — | — | $340K | 1.6% | |
| Janus Henderson Enterprise Fund - Class N Shares Pooled Separate Account | — | — | — | $326K | 1.6% | |
| American Funds New Perspective Fund - Class R-6 Pooled Separate Account | — | — | — | $290K | 1.4% | |
| Vanguard Target Retirement 2045 Fund - Investor Shares Pooled Separate Account | — | — | — | $266K | 1.3% | |
| Victory Integrity Small-Cap Value Fund - Class R6 Pooled Separate Account | — | — | — | $230K | 1.1% | |
| Vanguard Target Retirement 2060 Fund - Investor Shares Pooled Separate Account | — | — | — | $215K | 1.0% | |
| Fidelity Advisor Energy Fund - CIass Z Pooled Separate Account | — | — | — | $206K | 1.0% | |
| American Funds Capital Income Builder - Class R-6 Pooled Separate Account | — | — | — | $182K | 0.9% | |
| Victory High Income Fund - Institutional Shares Pooled Separate Account | — | — | — | $167K | 0.8% | |
| Vangaurd Target Retirement 2070 Fund - Investor Shares Pooled Separate Account ** 286 * Vanguard Target Retirement Income Fund - Investor Shares Pooled Separate Account | — | — | — | $146K | 0.7% | |
| Allspring Real Return Fund - Class R6 Pooled Separate Account | — | — | — | $128K | 0.6% | |
| Vanguard Target Retirement 2020 Fund - Investor Shares Pooled Separate Account | — | — | — | $119K | 0.6% | |
| DFA U.S. Small Cap Portfolio - Institutional Class Pooled Separate Account | — | — | — | $112K | 0.5% | |
| American Funds New World Fund - Class R-6 Pooled Separate Account | — | — | — | $105K | 0.5% | |
| Franklin Utilities Fund - Class R6 Pooled Separate Account | — | — | — | $99K | 0.5% | |
| Participant Loans 4.25 - 9.50% -0- | — | — | — | $71K | 0.3% | |
| American Century Mid Cap Value Fund - R6 Class Pooled Separate Account | — | — | — | $61K | 0.3% | |
| Vanguard Target Retirement 2065 Fund - Investor Shares Pooled Separate Account | — | — | — | $51K | 0.2% | |
| Lincoln Guaranteed Account Guaranteed Investment Contract | — | — | — | $15K | <0.1% | |
| PIMCO Real Estate Real Return Strategy Fund - Institutional Class Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Voya Government Money Market Fund - Class A Pooled Separate Account | — | — | — | $3K | <0.1% | |
| BlackRock Strategic Global Bond Fund - Class K Pooled Separate Account | — | — | — | $3K | <0.1% |
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