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Original filing (PDF)20251010070138NAL0007739089001
ABRASIVE TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
ABRASIVE TECHNOLOGY, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
217
Accounts w/ balance
284
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
81
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Balanced R6" is 38% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABRASIVE TECHNOLOGY, INC..
Plan sponsor
Name
ABRASIVE TECHNOLOGY, INC.
EIN
31-0802865
Address
8400 GREEN MEADOWS DRIVE · LEWIS CENTER, OH · 43035
Phone
(740) 548-4100
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BHM CPA GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $23K | — |
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES, INC | 31-1332744 | — | INVESTMENT ADVISORY - PL | $35K | — |
Investments
31 direct securities · 1 pooled fund· $16.1M(98% 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
$15.5M
31 holdings
Common Collective Trust
$635K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 | — | — | — | $6.2M | 37.8% | |
| JPMorgan Investor Growth R6 | — | — | — | $1.5M | 9.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.3M | 8.0% | |
| Vanguard 500 Index Admiral | — | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $921K | 5.6% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $635K | 3.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $584K | 3.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $554K | 3.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $544K | 3.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $464K | 2.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $382K | 2.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $307K | 1.9% | |
| AB Large Cap Growth | — | — | — | $241K | 1.5% | |
| Vanguard Equity-Income Admiral | — | — | — | $236K | 1.4% | |
| Transamerica Stable Value Core Option | — | — | — | $217K | 1.3% | |
| Vanguard Target Retirement Income | — | — | — | $202K | 1.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $192K | 1.2% | |
| MFS International Equity R6 | — | — | — | $141K | 0.9% | |
| Parametric International Equity A - PIMCO Income Institutional | — | — | — | $78K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $69K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $66K | 0.4% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $43K | 0.3% | |
| Baird Core Plus Bond Institutional | — | — | — | $41K | 0.2% | |
| Vanguard Total World Stock Index Admiral | — | — | — | $38K | 0.2% | |
| Vanguard Real Estate Index Admiral 564 Vanguard Small Cap Index Admiral | — | — | — | $26K | 0.2% | |
| JPMorgan Investor Balanced R6 613 JPMorgan Investor Conservative Growth R6 | — | — | — | $17K | 0.1% | |
| Neuberger Berman Mid Cap Growth R6 | — | — | — | $13K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $13K | <0.1% | |
| AB Small Cap Growth | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $9K | <0.1% | |
| Columbia Small Cap Value II Institutional 558 Goldman Sachs Emerging Markets Equity Insights I | — | — | — | $2K | <0.1% | |
| JPMorgan Investor Growth & Income R6 | — | — | — | $1K | <0.1% |
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