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Original filing (PDF)20250609141758NAL0012366227001
CPT, INC.
Form 5500
FILING_RECEIVED
CPT RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
100
Accounts w/ balance
124
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPT, INC..
Plan sponsor
Name
CPT, INC.
EIN
39-1996506
Address
3706 ENTERPRISE DRIVE · JANESVILLE, WI · 53546
Phone
(608) 314-2039
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
2025-06-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEGNER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $14K | — |
Investments
14 pooled funds· $2.7M(81% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $539K | 16.0% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $458K | 13.6% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $374K | 11.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $254K | 7.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $250K | 7.4% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $237K | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $173K | 5.1% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $165K | 4.9% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $71K | 2.1% | |
| GOLDMAN SACHS STABLE VALUE INV CL 1 GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $66K | $60K | 1.8% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $54K | 1.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $41K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $36K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $27K | 0.8% |
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