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Original filing (PDF)20250729093003NAL0001206883001
SAGINAW CONTROL & ENGINEERING, INC.
Form 5500
FILING_RECEIVED
SAGINAW CONTROL & ENGINEERING, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
493
Accounts w/ balance
476
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAGINAW CONTROL & ENGINEERING, INC..
Plan sponsor
Name
SAGINAW CONTROL & ENGINEERING, INC.
EIN
38-1743515
Address
95 MIDLAND RD · SAGINAW, MI · 486385770
Phone
(989) 797-5514
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YEO & YEO P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $96K | — |
Investments
28 direct securities · 4 pooled funds· $26.9M(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
$21.2M
26 holdings
Common Collective Trust
$3.8M
4 holdings
Insurance Contracts
$1.6M
1 holding
Mutual Funds
$229K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA R6 | — | — | — | $3.9M | 14.4% | |
| American Funds AMERICAN FUNDS 2050 TARGET DATE RETIREMENT CL R6 | — | — | — | $2.7M | 9.8% | |
| American Funds AMERICAN FUNDS 2055 TARGET DATE RETIREMENT CL R6 | — | — | — | $2.4M | 8.6% | |
| American Funds AMERICAN FUNDS 2045 TARGET DATE RETIREMENT CL R6 | — | — | — | $2.1M | 7.5% | |
| SSGA RUSSELL LARGE CAP GROWTH INDEX LINCOLN FINANCIAL GROUP · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $1.8M | 6.5% | |
| * Lincoln National Life Insurance Company LINCOLN STABLE VALUE ACCOUNT | Insurance Contracts | — | — | $1.6M | 5.8% | |
| Franklin Templeton CLEARBRIDGE MID CAP CLASS IS | — | — | — | $1.5M | 5.6% | |
| American Funds AMERICAN FUNDS 2040 TARGET DATE RETIREMENT CL R6 | — | — | — | $1.5M | 5.5% | |
| American Funds AMERICAN FUNDS 2060 TARGET DATE RETIREMENT CL R6 | — | — | — | $1.4M | 5.1% | |
| American Funds AMERICAN FUNDS 2035 TARGET DATE RETIREMENT CL R6 | — | — | — | $1.3M | 4.6% | |
| SSGA RUSSELL SMALL CAP VALUE INDEX LINCOLN FINANCIAL GROUP · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| American Funds AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME CL R6 | — | — | — | $795K | 2.9% | |
| Western Asset WESTERN ASSETS CORE BOND CL IS | — | — | — | $751K | 2.7% | |
| SSGA RUSSELL LARGE CAP VALUE INDEX LINCOLN FINANCIAL GROUP · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $674K | 2.5% | |
| American Funds AMERICAN FUNDS 2030 TARGET DATE RETIREMENT CL R6 | — | — | — | $670K | 2.4% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE RETIREMENT CL R6 | — | — | — | $563K | 2.0% | |
| Baird Asset Management BAIRD CORE PLUS BOND CLASS INST | — | — | — | $421K | 1.5% | |
| American Funds AMERICAN FUNDS 2025 TARGET DATE RETIREMENT CL R6 | — | — | — | $361K | 1.3% | |
| SSGA RUSSELL SMALL CAP GROWTH INDEX LINCOLN FINANCIAL GROUP · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $332K | 1.2% | |
| Diamond Fund Advisors DFA EMERGING MARKETS INST CL | — | — | — | $255K | 0.9% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $229K | 0.8% | |
| Vanguard DEVELOPED MARKETS INDEX ADMIRAL SHARES | — | — | — | $142K | 0.5% | |
| Vanguard LIFESTRATEGY GROWTH INVESTOR | — | — | — | $141K | 0.5% | |
| Vanguard LIFESTRATEGY CONSERV GROWTH INVESTOR | — | — | — | $122K | 0.4% | |
| Vanguard LIFESTRATEGY MODERATE GROWTH | — | — | — | $70K | 0.3% | |
| American Funds AMERICAN FUNDS 2070 TARGET DATE RETIREMENT CL R6 | — | — | — | $57K | 0.2% | |
| Federated Investors FEDERATED GOVT ULTRASHORT DURATION R6 | — | — | — | $37K | 0.1% | |
| American Funds AMERICAN FUNDS 2010 TARGET DATE RETIREMENT CL R6 | — | — | — | $35K | 0.1% | |
| American Funds AMERICAN FUNDS 2020 TARGET DATE RETIREMENT CL R6 | — | — | — | $26K | <0.1% | |
| Vanguard INFLATION PROTECTED SECURITIES ADMIRAL | — | — | — | $8K | <0.1% | |
| Vanguard LIFESTRATEGY INCOME INVESTOR SHARES | — | — | — | $2K | <0.1% | |
| American Funds AMERICAN FUNDS 2015 TARGET DATE RETIREMENT CL R6 | — | — | — | $1K | <0.1% |
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