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Original filing (PDF)20251015091919NAL0005783344001
COLEMAN ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
COLEMAN ENGINEERING COMPANY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
120
Accounts w/ balance
112
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: KEYBANK EB MANAGED GUARANTEED INVESTMENT CONTRACT FUND (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLEMAN ENGINEERING COMPANY.
Plan sponsor
Name
COLEMAN ENGINEERING COMPANY
EIN
38-2234910
Address
635 CIRCLE DRIVE · IRON MOUNTAIN, MI · 49801
Phone
(906) 774-3440
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $700 | — |
Investments
1 direct security · 1 pooled fund· $16K(0% 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
$8K
1 holding
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: KEYBANK EB MANAGED GUARANTEED INVESTMENT CONTRACT FUND (extraction pending)] | — | — | — | $8K | <0.1% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $8K | <0.1% |
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