Back to filter
Original filing (PDF)20251009173608NAL0006980593001
CINCINNATI GEARING SYSTEMS INCORPORATED
Form 5500
FILING_RECEIVED
CINCINNATI GEARING SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
135
Accounts w/ balance
185
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI GEARING SYSTEMS INCORPORATED.
Plan sponsor
Name
CINCINNATI GEARING SYSTEMS INCORPORATED
EIN
31-0241286
Address
5701 MARIEMONT AVE · CINCINNATI, OH · 45227
Phone
(513) 271-3173
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.0M | 14.4% | |
| Fidelity Growth Co. K6 | — | — | — | $1.3M | 9.3% | |
| Fidelity Balance K6 | — | — | — | $1.2M | 9.0% | |
| Fidelity Blue Chip Growth | — | — | — | $990K | 7.3% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $859K | 6.3% | |
| Fidelity Govt Money Market | — | — | — | $687K | 5.1% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $594K | 4.4% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $577K | 4.3% | |
| JP Morgan Equity Income R6 | — | — | — | $542K | 4.0% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $477K | 3.5% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $464K | 3.4% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $443K | 3.3% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $435K | 3.2% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $357K | 2.6% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $335K | 2.5% | |
| Dodge & Cox Income | — | — | — | $330K | 2.4% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $314K | 2.3% | |
| Participant Loans | — | — | — | $218K | 1.6% | |
| Victory Sycamore Established Value R6 | — | — | — | $216K | 1.6% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $207K | 1.5% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $181K | 1.3% | |
| Fidelity Mid-Cap Stock K6 | — | — | — | $167K | 1.2% | |
| American Funds EuroPacific Growth R6 | — | — | — | $165K | 1.2% | |
| Fidelity OTC K6 | — | — | — | $145K | 1.1% | |
| Vanguard Small Cap Index | — | — | — | $117K | 0.9% | |
| Fidelity Freedom Index Income IPR | — | — | — | $100K | 0.7% | |
| Fidelity International Index | — | — | — | $88K | 0.7% | |
| Invesco Developing Markets R6 | — | — | — | $59K | 0.4% | |
| Fidelity Extended Market Index | — | — | — | $36K | 0.3% | |
| Fidelity Intermediate Treasury Bond | — | — | — | $18K | 0.1% | |
| Fidelity Govt Income | — | — | — | $16K | 0.1% | |
| T. Rowe Price QM U.S. Small Cap Growth | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2070 IPR | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
FERRAGON CORPORATION
FERRAGON CORPORATION THRIFT INCENTIVE PLAN
$13.6M · 181 participants
EMPLOYEE OWNED MANUFACTURING
EMPLOYEE OWNED MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLAN
$13.6M · 115 participants
GRATING PACIFIC, INC.
GRATING PACIFIC, INC. 401(K) PROFIT SHARING PLAN
$13.6M · 59 participants
KEISER CORPORATION
KEISER CORPORATION 401(K) PROFIT SHARING PLAN
$13.5M · 159 participants
TULSA TUBE BENDING CO., INC.
TULSA TUBE BENDING CO., INC. 401(K) RETIREMENT PLAN
$13.5M · 71 participants
BOYD ALUMINUM MANUFACTURING CO.
BOYD ALUMINUM MANUFACTURING & SOUTHERN SUPPLY CO. 401(K) PLAN
$13.6M · 326 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants