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Original filing (PDF)20241009100028NAL0018984289001
CADILLAC CASTING, INC.
Form 5500
FILING_RECEIVED
CADILLAC CASTING, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
415
Accounts w/ balance
455
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 87 bps in Schedule C fees — 200% 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 CADILLAC CASTING, INC..
Plan sponsor
Name
CADILLAC CASTING, INC.
EIN
38-0392940
Address
1500 4TH AVENUE · CADILLAC, MI · 49601
Phone
(231) 779-9600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
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)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $154K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
5 pooled funds· $6.4M(28% 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.
Pooled Separate Account
$5.5M
3 holdings
Common Collective Trust
$913K
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $4.5M | 19.8% |
| COLUMBIA TR STB HI QL IN ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 036 | Common Collective Trust | $913K | 4.0% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $687K | 3.0% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $316K | 1.4% |
| COLUMBIA TRUST STABLE GOV FUND AMERIPRISE TRUST CO · EIN 41-0007957 / PN 058 | Common Collective Trust | $0 | <0.1% |