Back to filter
Original filing (PDF)20251007143959NAL0004738337001
CORE MOLDING TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CORE MOLDING TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
280
Accounts w/ balance
430
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE MOLDING TECHNOLOGIES, INC..
Plan sponsor
Name
CORE MOLDING TECHNOLOGIES, INC.
EIN
31-1481870
Address
800 MANOR PARK · COLUMBUS, OH · 43228
Phone
(614) 870-5058
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $72K | — |
| EVERHART FINANCIAL GROUP, INC. | — | DUBLIN, OH | NONE | $14K | — |
Investments
32 direct securities · 1 pooled fund· $26.7M(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
$25.6M
32 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alerus Financial, N.A. Vanguard 500 Index Fund | — | — | — | $5.7M | 20.8% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 5.2% | |
| Alerus Financial, N.A. Vanguard Information Tech Fund | — | — | — | $1.4M | 5.0% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 4.4% | |
| Alerus Financial, N.A. TIAA-C REF Large C ap Growth Index Fund | — | — | — | $1.2M | 4.4% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2025 Fund | — | — | — | $1.2M | 4.3% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2040 Fund | — | — | — | $1.1M | 4.2% | |
| METLIFE STABLE VALUE CONTRACT 25053 RELIANCE TRUST COMPANY STABLE VALUE FUND - METLIFE GAC SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| Alerus Financial, N.A. Vanguard Mid C ap Value Index Fund | — | — | — | $1.0M | 3.8% | |
| Alerus Financial, N.A. Vanguard Total Stock Market Index Fund | — | — | — | $1.0M | 3.7% | |
| Alerus Financial, N.A. Vanguard Mid C ap Growth Index Fund | — | — | — | $964K | 3.5% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2030 Fund | — | — | — | $881K | 3.2% | |
| Alerus Financial, N.A. Vanguard Health C are Index Fund | — | — | — | $778K | 2.8% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2050 Fund | — | — | — | $712K | 2.6% | |
| Alerus Financial, N.A. Vanguard Index Trust Mid C ap Fund | — | — | — | $656K | 2.4% | |
| Alerus Financial, N.A. Dodge & C ox Stock Fund | — | — | — | $637K | 2.3% | |
| various maturity dates through 2030 | — | — | — | $617K | 2.3% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2020 Fund | — | — | — | $541K | 2.0% | |
| Alerus Financial, N.A. Vanguard Small C ap Value Index Fund | — | — | — | $533K | 1.9% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2055 Fund | — | — | — | $522K | 1.9% | |
| Alerus Financial, N.A. Vanguard Windsor Fund | — | — | — | $492K | 1.8% | |
| Alerus Financial, N.A. American Balanced Fund | — | — | — | $429K | 1.6% | |
| Alerus Financial, N.A. Vanguard Explorer Fund | — | — | — | $409K | 1.5% | |
| Alerus Financial, N.A. Pimco Long-Term C redit Bond Intitutional 694 * Alerus Financial, N.A. Vanguard Bond Index Fund | — | — | — | $388K | 1.4% | |
| C ore Molding Technologies, Inc. C ommon Stock | — | — | — | $379K | 1.4% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2060 Fund | — | — | — | $338K | 1.2% | |
| Alerus Financial, N.A. Vanguard Developed Markets Index Fund | — | — | — | $297K | 1.1% | |
| Alerus Financial, N.A. Vanguard Small C ap Index Fund | — | — | — | $234K | 0.9% | |
| Alerus Financial, N.A. Vanguard Target Retirement Income Fund | — | — | — | $181K | 0.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2065 Fund | — | — | — | $180K | 0.7% | |
| Alerus Financial, N.A. Vanguard Small C ap Growth Index Fund | — | — | — | $106K | 0.4% | |
| Alerus Financial, N.A. Vanguard Real Estate Index Fund | — | — | — | $73K | 0.3% | |
| Alerus Financial, N.A. Blackrock High Yield Bond Portfolio | — | — | — | $18K | <0.1% |
Related plans
Other plans using ALERUS FINANCIAL, N.A.
EIDE BAILLY LLP
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
$615.3M · 3,154 participants
JANE STREET GROUP, LLC
JANE STREET GROUP, LLC 401(K) PLAN
$521.4M · 1,728 participants
AVI SYSTEMS, INC.
AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$399.5M · 1,191 participants
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
ASPCA 401(K) RETIREMENT PLAN
$164.0M · 1,191 participants
NORAN NEUROLOGICAL CLINIC, P.A.
NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN
$153.6M · 242 participants
PERFORMANCE CONTRACTORS, INC.
PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN
$131.6M · 4,376 participants
Similar-size Manufacturing plans
SUPERIOR FORGE & STEEL CORPORATION
SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$27.4M · 197 participants
COMBINED METALS OF CHICAGO, L.L.C.
COMBINED METALS DEFERRED COMPENSATION PLAN 401(K)
$27.3M · 421 participants
DEE ZEE INCORPORATED
DEE ZEE 401(K) PLAN
$27.2M · 953 participants
SAGINAW CONTROL & ENGINEERING, INC.
SAGINAW CONTROL & ENGINEERING, INC. SALARY SAVINGS PLAN
$27.5M · 493 participants
NAILOR INDUSTRIES OF TEXAS INC.
NAILOR INDUSTRIES OF TEXAS INC. 401K PROFIT SHARING PLAN
$27.5M · 725 participants
WATERSAVER FAUCET CO.
WATERSAVER SALARIED EMPLOYEES INDIVIDUAL ACCOUNT PLAN
$27.1M · 208 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