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Original filing (PDF)20251014132414NAL0003019361001
C B S BORING & MACHINE CO., INC.
Form 5500
FILING_RECEIVED
C B S BORING & MACHINE CO., INC. PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
179
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C B S BORING & MACHINE CO., INC..
Plan sponsor
Name
C B S BORING & MACHINE CO., INC.
EIN
38-1850421
Address
33750 RIVIERA DRIVE · FRASER, MI · 48026
Phone
(586) 294-7540
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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
LOTITO & LAZZARA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
Investments
22 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America A American Funds 0 | — | — | — | $1.7M | 13.8% | |
| iShares S&P 500 Index Inv A iShares 0 | — | — | — | $1.3M | 10.7% | |
| American Funds Income Fd Of America A American Funds 0 | — | — | — | $1.3M | 10.7% | |
| American Funds SMALLCAP World Fund A American Funds 0 | — | — | — | $1.1M | 9.4% | |
| American Eupac A American Eupac 0 | — | — | — | $996K | 8.2% | |
| American Funds New Economy Fund A American Funds 0 | — | — | — | $964K | 7.9% | |
| Principal MidCap Fund A Principal 0 | — | — | — | $792K | 6.5% | |
| American Funds U.S. Govt Money Mkt A American Funds 0 | — | — | — | $696K | 5.7% | |
| American Funds Fundamental Inv A American Funds 0 | — | — | — | $643K | 5.3% | |
| Nationwide Small Cap Index A Nationwide 0 | — | — | — | $625K | 5.1% | |
| Invesco EQV Emerging Mrkts All Cap A Invesco 0 | — | — | — | $524K | 4.3% | |
| Columbia Dividend Opportunity A Columbia 0 | — | — | — | $304K | 2.5% | |
| American Funds Trgt Date Ret 2040A American Funds 0 | — | — | — | $271K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $250K | 2.1% | |
| Putnam Income A Putnam 0 | — | — | — | $209K | 1.7% | |
| Lord Abbett Short Duration Income A Lord Abbett 0 | — | — | — | $185K | 1.5% | |
| American Funds Trgt Date Ret 2050A American Funds 0 | — | — | — | $82K | 0.7% | |
| American Funds Trgt Date Ret 2030A American Funds 0 | — | — | — | $55K | 0.5% | |
| American Funds Trgt Date Ret 2055A American Funds 0 | — | — | — | $49K | 0.4% | |
| American Funds Trgt Date Ret 2010A American Funds 0 | — | — | — | $38K | 0.3% | |
| American Funds Trgt Date Ret 2020A American Funds 0 | — | — | — | $22K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $15K | 0.1% |
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