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Original filing (PDF)20251013120725NAL0001272689001
CORNWELL QUALITY TOOLS COMPANY
Form 5500
FILING_RECEIVED
CORNWELL QUALITY TOOLS COMPANY PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
327
Accounts w/ balance
308
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
- 42 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 CORNWELL QUALITY TOOLS COMPANY.
Plan sponsor
Name
CORNWELL QUALITY TOOLS COMPANY
EIN
34-0165010
Address
667 SEVILLE RD. · WADSWORTH, OH · 442811077
Phone
(330) 331-3264
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
COHEN & COMPANY, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NATIONAL ASS | 22-1146430 | — | INV ADV, PARTICIPANTS | $14K | — |
Investments
20 direct securities · 1 pooled fund· $12.9M(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
$12.7M
20 holdings
Common Collective Trust
$256K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TGT RMT 2030 INV FUND Mutual Fund | — | — | — | $2.5M | 19.2% | |
| VANGUARD TGT RMT 2035 INV FUND Mutual Fund | — | — | — | $1.4M | 11.1% | |
| VANGUARD TGT RMT 2025 INV FUND Mutual Fund | — | — | — | $1.3M | 10.4% | |
| VANGUARD TGT RMT 2040 INV FUND Mutual Fund | — | — | — | $1.3M | 9.9% | |
| VANGUARD TGT RMT 2045 INV FUND Mutual Fund | — | — | — | $1.2M | 9.1% | |
| VANGUARD TGT RMT 2020 INV FUND Mutual Fund | — | — | — | $1.1M | 8.7% | |
| VANGUARD TGT RMT INC INV FUND Mutual Fund | — | — | — | $972K | 7.5% | |
| SELF-DIRECTED BROKERAGE ACCT Self-Directed Brokerage Accounts | — | — | — | $917K | 7.1% | |
| VANGUARD TGT RMT 2050 INV FUND Mutual Fund | — | — | — | $640K | 5.0% | |
| VANGUARD 500 INDEX ADMIRAL FD Mutual Fund | — | — | — | $344K | 2.7% | |
| PARTICIPANT LOANS Maturing through November 2029 $0 | — | — | — | $313K | 2.4% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $256K | 2.0% | |
| VANGUARD TGT RMT 2055 INV FUND Mutual Fund | — | — | — | $241K | 1.9% | |
| VANGUARD TGT RMT 2060 INV FUND Mutual Fund | — | — | — | $123K | 0.9% | |
| VANGUARD TL STK MKT INX ADM FD Mutual Fund | — | — | — | $92K | 0.7% | |
| VANGUARD MID CAP INDEX ADM FD Mutual Fund | — | — | — | $56K | 0.4% | |
| VANGUARD TTL BD MKT IDX ADM FD Mutual Fund | — | — | — | $51K | 0.4% | |
| VANGUARD SM CAP INDEX ADM FUND Mutual Fund | — | — | — | $34K | 0.3% | |
| VANGUARD TGT RMT 2065 INV FUND Mutual Fund | — | — | — | $32K | 0.2% | |
| VGD TTL INTL STK IDX ADM FD Mutual Fund | — | — | — | $17K | 0.1% | |
| VANGUARD TGT RMT 2070 INV FUND Mutual Fund | — | — | — | $6K | <0.1% |
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