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Original filing (PDF)20250709155042NAL0002919155001
CONTROL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
128
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
26 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTROL SOLUTIONS LLC.
Plan sponsor
Name
CONTROL SOLUTIONS LLC
EIN
26-3819552
Address
2520 DIEHL ROAD · AURORA, IL · 60502
Phone
(630) 405-2907
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $964 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $643 | — |
Investments
26 direct securities· $13.2M(99% of reported assets)
Uncategorized
$13.0M
25 holdings
Mutual Funds
$255K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index I | — | — | — | $3.0M | 22.4% | |
| Pioneer Fundamental Growth A | — | — | — | $1.3M | 10.1% | |
| American Funds Bond Fund of America R4 | — | — | — | $1.2M | 9.2% | |
| Invesco Diversified Dividend A | — | — | — | $1.1M | 8.4% | |
| MFS Research A | — | — | — | $723K | 5.4% | |
| Janus Henderson Enterprise A | — | — | — | $664K | 5.0% | |
| Fully Benefit-Responsive Investment Contracts * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $589K | 4.4% | |
| Columbia Mid Cap Index A | — | — | — | $541K | 4.1% | |
| American Funds New World Fund R4 | — | — | — | $467K | 3.5% | |
| Blackrock Inflation Protected Bond Inv A | — | — | — | $456K | 3.4% | |
| Ishares MSCI EAFE International Index A | — | — | — | $400K | 3.0% | |
| Columbia Small Cap Index A | — | — | — | $368K | 2.8% | |
| Victory Sycamore Small Co Opportunity A | — | — | — | $328K | 2.5% | |
| MFS International Growth A | — | — | — | $319K | 2.4% | |
| Blackrock High Yield Inv A | — | — | — | $281K | 2.1% | |
| PGIM Global Total Return R4 | — | — | — | $279K | 2.1% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $255K | 1.9% | |
| Janus Henderson Global Equity Income A | — | — | — | $248K | 1.9% | |
| Victory Sycamore Established Value A | — | — | — | $178K | 1.3% | |
| PIMCO Commoditiesplus Strategy A | — | — | — | $124K | 0.9% | |
| Janus Henderson Triton A | — | — | — | $109K | 0.8% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $76K | 0.6% | |
| Principal Global Real Estate Sec R6 | — | — | — | $53K | 0.4% | |
| Columbia US Treasury Index A | — | — | — | $53K | 0.4% | |
| Western Asset Core Plus Bond A | — | — | — | $49K | 0.4% | |
| First Eagle Global A | — | — | — | $7K | <0.1% |
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