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Original filing (PDF)20251014083454NAL0001130419001
CONSOLIDATED PRECISION PRODUCTS
Form 5500
FILING_RECEIVED
CONSOLIDATED PRECISION PRODUCTS CORP RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
3,735
Accounts w/ balance
3,562
Plan assets (EOY)
$176.9M
Net assets (EOY)
$176.9M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 129% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED PRECISION PRODUCTS.
Plan sponsor
Name
CONSOLIDATED PRECISION PRODUCTS
EIN
34-1916104
Address
1621 EUCLID AVENUE, SUITE #1850 · CLEVELAND, OH · 44115
Phone
(216) 453-4828
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
2025-10-14
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $240K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT ADVISOR | $147K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH & COMPANY | — | AKRON, OH | AUDITOR | $18K | — |
Investments
28 direct securities · 1 pooled fund· $177.1M(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
$161.0M
28 holdings
Pooled Separate Account
$16.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Fund I N/A | — | — | — | $21.2M | 12.0% | |
| Empower Annuity Insurance Company of America Guaranteed Income Fund N/A | — | — | — | $17.0M | 9.6% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $16.1M | 9.1% | |
| American Funds American Funds 2030 Target R6 N/A | — | — | — | $14.6M | 8.3% | |
| American Funds American Funds 2035 Target R6 N/A | — | — | — | $14.1M | 7.9% | |
| American Funds American Funds 2040 Target R6 N/A | — | — | — | $11.1M | 6.3% | |
| American Funds American Funds 2025 Target R6 N/A | — | — | — | $9.4M | 5.3% | |
| American Funds American Funds 2045 Target R6 N/A | — | — | — | $9.3M | 5.2% | |
| American Funds American Funds 2050 Target R6 N/A | — | — | — | $7.9M | 4.5% | |
| The Vanguard Group Vanguard Windsor II Admiral Fund N/A | — | — | — | $6.9M | 3.9% | |
| American Funds American Funds 2055 Target R6 N/A | — | — | — | $6.4M | 3.6% | |
| American Funds American Funds 2060 Target R6 N/A | — | — | — | $4.9M | 2.7% | |
| John Hancock John Hancock International Growth R6 N/A | — | — | — | $4.9M | 2.7% | |
| The Vanguard Group Vanguard Small Cap Index Admiral Fund N/A | — | — | — | $4.3M | 2.4% | |
| Notes receivable from participants with maturities through September 2046 $ - | — | — | — | $4.2M | 2.4% | |
| Goldman Sachs Goldman Sachs Bond R6 N/A | — | — | — | $3.2M | 1.8% | |
| The Vanguard Group Vanguard Mid Cap Index Admiral Fund N/A | — | — | — | $3.1M | 1.8% | |
| The Vanguard Group Vanguard Explorer Admiral Fund N/A | — | — | — | $2.7M | 1.6% | |
| American Funds American Funds 2020 Target R6 N/A | — | — | — | $2.7M | 1.5% | |
| American Funds American Funds American Balanced Fund R6 N/A | — | — | — | $2.5M | 1.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund N/A | — | — | — | $1.8M | 1.0% | |
| American Funds American Funds 2065 Target R6 N/A | — | — | — | $1.8M | 1.0% | |
| The Vanguard Group Vanguard Developed Markets Index Admiral Fund N/A | — | — | — | $1.6M | 0.9% | |
| American Beacon Advisors American Beacon Small Cap Value Institutional Fund N/A | — | — | — | $1.5M | 0.9% | |
| American Funds American Funds 2010 Target R6 N/A | — | — | — | $1.3M | 0.7% | |
| J.P. Morgan Chase & Co. JPMorgan Government Bond Fund R6 N/A | — | — | — | $1.2M | 0.7% | |
| J.P. Morgan Chase & Co. JPMorgan Mid Cap Value Institutional Fund N/A | — | — | — | $697K | 0.4% | |
| American Funds American Funds 2015 Target R6 N/A | — | — | — | $382K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value Fund R6 N/A | — | — | — | $245K | 0.1% |
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