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Original filing (PDF)20251015095147NAL0002196467001
OBR COOLING TOWERS, INC.
Form 5500
FILING_RECEIVED
OBR COOLING TOWERS 401K/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
206
Accounts w/ balance
195
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
22 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
100
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Growth Fund of America R6" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBR COOLING TOWERS, INC..
Plan sponsor
Name
OBR COOLING TOWERS, INC.
EIN
31-1516832
Address
2845 CRANE WAY · NORTHWOOD, OH · 43619
Phone
(419) 243-3443
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | 20-3691658 | IRVINE, CA | RECORDKEEPER | $750 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $14K | — |
| SECURITIES AMERICA INC | — | LA VISTA, NE | INVESTMENT ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | 64-0936231 | RIDGELAND, MS | CONTRACT ADMIN | $5K | — |
Investments
21 direct securities· $10.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 | — | — | — | $4.0M | 38.6% | |
| American Funds Fundamental Investors R6 | — | — | — | $2.0M | 19.5% | |
| American Funds US Govt Money Market R6 | — | — | — | $981K | 9.5% | |
| American Funds Invmt Co of America R6 | — | — | — | $954K | 9.3% | |
| American Funds Growth Portfolio R-6 | — | — | — | $746K | 7.2% | |
| American Funds Global Gr Portfolio R-6 | — | — | — | $450K | 4.4% | |
| American Funds G/I Portfolio R6 | — | — | — | $329K | 3.2% | |
| American Funds Capital Inc Bldr R6 | — | — | — | $202K | 2.0% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $150K | 1.5% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $143K | 1.4% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $105K | 1.0% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $55K | 0.5% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $48K | 0.5% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $35K | 0.3% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $16K | 0.2% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $16K | 0.2% | |
| American Funds American Balanced R6 | — | — | — | $15K | 0.2% | |
| American Funds American Mutual R6 | — | — | — | $11K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $7K | <0.1% | |
| American Funds US Govt Money Market R3 | — | — | — | $4K | <0.1% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $3K | <0.1% |