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Original filing (PDF)20251010133807NAL0012693424001
C & A TOOL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Active participants
561
Accounts w/ balance
552
Plan assets (EOY)
$44.6M
Net assets (EOY)
$44.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C & A TOOL ENGINEERING, INC..
Plan sponsor
Name
C & A TOOL ENGINEERING, INC.
EIN
35-1413147
Address
4100 NORTH US HIGHWAY 33 · CHURUBUSCO, IN · 46723
Phone
(260) 693-2167
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
2025-10-10
Pension benefit codes
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
DULIN, WARD & DEWALD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | — | FORT WAYNE, IN | INVESTMENT ADVISOR | $31K | — |
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $12K | — |
Investments
31 direct securities· $44.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company Lincoln Stable Value Account | — | — | — | $7.1M | 16.0% | |
| Empower Trust Company Fidelity Contrafund Fund | — | — | — | $4.4M | 9.8% | |
| Empower Trust Company Vanguard Life Strategy Growth Fund | — | — | — | $4.1M | 9.2% | |
| Empower Trust Company Vanguard 500 Index Fund | — | — | — | $4.0M | 9.0% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $3.5M | 7.9% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $2.3M | 5.1% | |
| Empower Trust Company Vanguard Life Strategy Moderate Growth Fund | — | — | — | $2.3M | 5.0% | |
| Empower Trust Company Vanguard Mid-Cap Index Fund | — | — | — | $2.2M | 5.0% | |
| Empower Trust Company BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $2.2M | 4.9% | |
| Empower Trust Company Vanguard Value Index Fund | — | — | — | $2.0M | 4.6% | |
| Empower Trust Company Vanguard Small Cap Value Index Fund | — | — | — | $1.1M | 2.5% | |
| Empower Trust Company American Funds Washington Mutual Fund | — | — | — | $1.1M | 2.5% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $1.1M | 2.4% | |
| Empower Trust Company Vanguard Total International Stock Index Fund | — | — | — | $1.1M | 2.4% | |
| Empower Trust Company PIMCO Total Return Fund | — | — | — | $933K | 2.1% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $788K | 1.8% | |
| Empower Trust Company American Funds EuroPacific Growth Fund | — | — | — | $598K | 1.3% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $593K | 1.3% | |
| Empower Trust Company Vanguard Total Bond Market Index Fund Admiral | — | — | — | $538K | 1.2% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $396K | 0.9% | |
| Empower Trust Company Vanguard Life Strategy Conservative Growth Fund | — | — | — | $376K | 0.8% | |
| Empower Trust Company Vanguard Real Estate Index Fund | — | — | — | $344K | 0.8% | |
| Empower Trust Company Vanguard Total International Bond Index Fund Admiral | — | — | — | $322K | 0.7% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $279K | 0.6% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $238K | 0.5% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $192K | 0.4% | |
| Empower Trust Company DFA U.S. Small Cap Portfolio | — | — | — | $187K | 0.4% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $165K | 0.4% | |
| Empower Trust Company Vanguard International Growth Fund Admiral | — | — | — | $62K | 0.1% | |
| Empower Trust Company Vanguard LifeStrategy Income Fund | — | — | — | $58K | 0.1% | |
| Empower Trust Company Vanguard Target Retirement Income Institutional Fund | — | — | — | $14K | <0.1% |
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