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Original filing (PDF)20250929112947NAL0010823841001
COILPLUS, INC.
Form 5500
FILING_RECEIVED
COILPLUS, INC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
460
Accounts w/ balance
760
Plan assets (EOY)
$60.6M
Net assets (EOY)
$60.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COILPLUS, INC..
Plan sponsor
Name
COILPLUS, INC.
EIN
37-1584071
Address
6250 NORTH RIVER ROAD · SUITE 6050 · ROSEMONT, IL · 60018
Phone
(847) 384-3000
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$91K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES, IN | 34-1753575 | — | INVESTMENT ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT/AUDITOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities · 2 pooled funds· $59.5M(98% 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
$48.6M
21 holdings
Common Collective Trust
$5.6M
1 holding
Pooled Separate Account
$4.8M
1 holding
Mutual Funds
$481K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $8.6M | 14.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-4 | — | — | — | $5.8M | 9.6% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $5.6M | 9.2% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $5.5M | 9.1% | |
| MASS MUTUAL STABLE VALUE CORE MASS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 447 | Pooled Separate Account | — | — | $4.8M | 8.0% | |
| American Funds 2035 Target Date Retirement Fund Class R-4 | — | — | — | $4.8M | 7.8% | |
| American Funds 2040 Target Date Retirement Fund Class R-4 | — | — | — | $3.6M | 5.9% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $3.4M | 5.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-4 | — | — | — | $3.1M | 5.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-4 | — | — | — | $2.2M | 3.7% | |
| American Funds 2055 Target Date Retirement Fund Class R-4 | — | — | — | $1.8M | 3.0% | |
| Invesco Discovery Fund Class A | — | — | — | $1.8M | 2.9% | |
| American Funds 2050 Target Date Retirement Fund Class R-4 | — | — | — | $1.2M | 2.0% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $1.1M | 1.8% | |
| DFA US Targeted Value I | — | — | — | $1.1M | 1.8% | |
| American Funds 2020 Target Date Retirement Fund Class R-4 | — | — | — | $1.1M | 1.8% | |
| Fidelity Investments International Index Fund | — | — | — | $1.0M | 1.7% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $899K | 1.5% | |
| American Funds 2060 Target Date Retirement Fund Class R-4 | — | — | — | $754K | 1.2% | |
| American Funds 2015 Target Date Retirement Fund Class R-4 | — | — | — | $605K | 1.0% | |
| American Funds EuroPacific Growth Fund Class R-4 | Mutual Funds | — | — | $481K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Class R-4 | — | — | — | $211K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Class R-4 | — | — | — | $169K | 0.3% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $13K | <0.1% |