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Original filing (PDF)20251010143945NAL0007887521001
CARDINGTON YUTAKA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
797
Accounts w/ balance
844
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDINGTON YUTAKA TECHNOLOGIES, INC..
Plan sponsor
Name
CARDINGTON YUTAKA TECHNOLOGIES, INC.
EIN
31-1428274
Address
575 W MAIN ST · CARDINGTON, OH · 433159795
Phone
(419) 864-8777
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
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HOLBROOK & MANTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | INVESTMENT ADVISORY | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $90K | — |
Investments
29 direct securities · 3 pooled funds· $30.2M(100% 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
$29.5M
29 holdings
Common Collective Trust
$736K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Cent One Ch BI 2030 Prt R Mutual Fund | — | — | — | $4.7M | 15.9% | |
| Amer Cent One Ch BI 2040 Prt R Mutual Fund | — | — | — | $4.2M | 14.0% | |
| Amer Cent One Ch BI 2035 Prt R Mutual Fund | — | — | — | $4.1M | 13.6% | |
| Amer Cent One Ch BI 2045 Prt R Mutual Fund | — | — | — | $3.9M | 12.9% | |
| Amer Cent One Ch BI 2025 Prt R Mutual Fund | — | — | — | $2.1M | 6.9% | |
| Amer Cent One Ch BI 2050 Prt R Mutual Fund | — | — | — | $2.1M | 6.9% | |
| with various maturities $-0- | — | — | — | $1.4M | 4.6% | |
| Amer Cent One Ch BI 2055 Prt R Mutual Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity LC Grth Idx Inst Prem Mutual Fund | — | — | — | $1.1M | 3.7% | |
| Amer Cent One Ch BI 2060 Prt R Mutual Fund | — | — | — | $714K | 2.4% | |
| JP Morgan U.S. Equity Fd R6 Mutual Fund | — | — | — | $655K | 2.2% | |
| Vanguard Ttl Stk Mrkt Indx Ad Mutual Fund | — | — | — | $517K | 1.7% | |
| Amer Cent One Ch BI 2015 Prt R Mutual Fund | — | — | — | $485K | 1.6% | |
| Metlife SV Series 25053 CIO Common Collective Trust | — | — | — | $393K | 1.3% | |
| RTC STABLE VALUE FUND CIT SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $393K | 1.3% | |
| Vanguard Equity Income Fd Adm Mutual Fund | — | — | — | $249K | 0.8% | |
| Vanguard Sm Cap Val Ind (Adm) Mutual Fund | — | — | — | $245K | 0.8% | |
| American New World Fund R6 Mutual Fund | — | — | — | $236K | 0.8% | |
| Vanguard Sm Cap Index Fd Adm Mutual Fund | — | — | — | $236K | 0.8% | |
| American Balanced Fund R6 Mutual Fund | — | — | — | $228K | 0.8% | |
| Vanguard Small Growth Adml Mutual Fund | — | — | — | $179K | 0.6% | |
| CORE PLUS BOND FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $178K | 0.6% | |
| GG EUROPACIFIC GROWTH RI GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $166K | 0.6% | |
| Amer Cent One Ch BI 2065 Prt R Mutual Fund | — | — | — | $159K | 0.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $156K | 0.5% | |
| Vanguard Mid-Cap Val Index Adm Mutual Fund | — | — | — | $122K | 0.4% | |
| Principal High Yield Fund Inst Mutual Fund | — | — | — | $95K | 0.3% | |
| Vanguard MidCap Grwth Ind Adm Mutual Fund | — | — | — | $88K | 0.3% | |
| Principal Real Estate Sec Inst Mutual Fund | — | — | — | $86K | 0.3% | |
| Pimco Int Bd USD Hedged Inst Mutual Fund | — | — | — | $27K | <0.1% | |
| PIMCO Gov Money Market Admin Mutual Fund | — | — | — | $14K | <0.1% | |
| Amer Cent One Ch BI 2020 Prt R Mutual Fund | — | — | — | $2K | <0.1% |
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