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Original filing (PDF)20251007143647NAL0002547859001
CORE MOLDING TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CORE MOLDING TECHNOLOGIES, INC. 401(K) PLAN FOR REPRESENTED EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
93
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $14K | — |
Investments
28 direct securities · 1 pooled fund· $3.8M(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
$3.6M
28 holdings
Common Collective Trust
$257K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alerus Financial, N.A. Vanguard Mid C ap Value Index Fund | — | — | — | $274K | 7.1% | |
| METLIFE STABLE VALUE CONTRACT 25053 RELIANCE TRUST COMPANY STABLE VALUE FUND - METLIFE GAC SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $257K | 6.7% | |
| Alerus Financial, N.A. Vanguard Index Trust Mid-C ap Index Fund | — | — | — | $235K | 6.1% | |
| Alerus Financial, N.A. TIAA-C REF Large C ap Growth Index Fund | — | — | — | $226K | 5.9% | |
| various maturity dates through 2029 | — | — | — | $212K | 5.5% | |
| C ore Molding Technologies, Inc. C ommon Stock | — | — | — | $211K | 5.5% | |
| Alerus Financial, N.A. Vanguard Bond Index Intermediate Fund | — | — | — | $204K | 5.3% | |
| Alerus Financial, N.A. Vanguard Information Tech Fund | — | — | — | $195K | 5.1% | |
| Alerus Financial, N.A. Vanguard 500 Index Fund | — | — | — | $189K | 4.9% | |
| Alerus Financial, N.A. Vanguard Healthcare Fund | — | — | — | $177K | 4.6% | |
| Alerus Financial, N.A. American Fund American Balanced Fund | — | — | — | $176K | 4.6% | |
| Alerus Financial, N.A. Dodge & C ox Stock C L X | — | — | — | $163K | 4.2% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2050 Fund | — | — | — | $161K | 4.2% | |
| Alerus Financial, N.A. Vanguard Mid C ap Growth Index Fund | — | — | — | $160K | 4.1% | |
| Alerus Financial, N.A. Vanguard Total Stock Market Index Fund | — | — | — | $137K | 3.6% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2040 Fund | — | — | — | $134K | 3.5% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2035 Fund | — | — | — | $132K | 3.4% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2055 Fund | — | — | — | $105K | 2.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2030 Fund | — | — | — | $90K | 2.3% | |
| Alerus Financial, N.A. Vanguard Target Retirement Income Fund | — | — | — | $79K | 2.1% | |
| Alerus Financial, N.A. Vanguard Real Estate Index Admiral 2 * Alerus Financial, N.A. Vanguard Windsor Fund | — | — | — | $69K | 1.8% | |
| Alerus Financial, N.A. Vanguard Developed Markets Index Fund | — | — | — | $66K | 1.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2045 Fund | — | — | — | $65K | 1.7% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2020 Fund 499 * Alerus Financial, N.A. Vanguard Target Retirement 2060 Fund | — | — | — | $55K | 1.4% | |
| Alerus Financial, N.A. Vanguard Explorer Fund | — | — | — | $47K | 1.2% | |
| Alerus Financial, N.A. Vanguard Target Retirement 2025 Fund | — | — | — | $20K | 0.5% | |
| Alerus Financial, N.A. Vanguard Small C ap Value Index Fund | — | — | — | $7K | 0.2% | |
| Alerus Financial, N.A. Vanguard Small C ap Growth Index Admiral | — | — | — | $1K | <0.1% | |
| Alerus Financial, N.A. Blackrock High Yeild Bond Portfolio | — | — | — | $1K | <0.1% |
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