Back to filter
Original filing (PDF)20231016181341NAL0051871984001
COMPUTER AIDED TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
COMPUTER AIDED TECHNOLOGY, LLC AND AFFILIATED COMPANIES RETIREMENT PLAN
401(k) retirement plan
Active participants
328
Accounts w/ balance
287
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTER AIDED TECHNOLOGY, LLC.
Plan sponsor
Name
COMPUTER AIDED TECHNOLOGY, LLC
EIN
36-3847042
Address
165 NORTH ARLINGTON HEIGHTS ROAD, · SUITE 101 · BUFFALO GROVE, IL · 60089
Phone
(801) 590-2902
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS INC | — | NORCROSS, GA | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE AND MORAN | — | CHICAGO, IL | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using TRIAD ADVISORS INC
ALEXANDRIA REAL ESTATE EQUITIES, INC.
ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN
$207.5M · 537 participants
RMF ENGINEERING, INC.
RMF ENGINEERING, INC. 401(K) PLAN
$68.0M · 289 participants
EASTERN METAL SUPPLY, INC.
EASTERN METAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN
$49.6M · 850 participants
LORING, WOLCOTT & COOLIDGE TRUST, LLC
LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN
$42.0M · 95 participants
JOHNNYS PIZZA HOUSE, INC.
JOHNNYS PIZZA HOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$40.4M · 474 participants
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC.
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN
$34.8M · 1,547 participants
Similar-size Professional & Technical Services plans
IT SOLUTIONS CONSULTING, LLC
IT SOLUTIONS CONSULTING 401(K) PLAN
$31.5M · 323 participants
MCACONNECT, LLC
MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN
$32.1M · 263 participants
GOTHAM TECHNOLOGY GROUP, LLC
GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN
$30.8M · 114 participants
GROUP W INC.
GROUP W INC. EMPLOYEE STOCK OWNERSHIP PLAN
$32.2M · 145 participants
NVISIA, LLC
NVISIA, LLC EMPLOYEES' PROFIT SHARING & 401(K) PLAN
$32.2M · 156 participants
COMOTO HOLDINGS, LLC
COMOTO HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST
$30.6M · 1,247 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B