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Original filing (PDF)20251007152557NAL0002575987001
CYBERTROL ENGINEERING LLC
Form 5500
FILING_RECEIVED
CYBERTROL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
84
Accounts w/ balance
147
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY TRUST - T. ROWE PRICE STABLE VALUE CIT (extraction pending)]" is 40% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYBERTROL ENGINEERING LLC.
Plan sponsor
Name
CYBERTROL ENGINEERING LLC
EIN
41-1831981
Address
2950 XENIUM LANE N · SUITE 130 · MINNEAPOLIS, MN · 554412623
Phone
(763) 559-8660
Industry
Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
SCHLENNER WENNER & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0318867 | — | RETAINED BY EMPLOYER | $21K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $16K | — |
Investments
6 pooled funds· $1.9M(14% 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 |
|---|---|---|---|---|---|---|
| GG T ROWE PRICE STABLE VALUE S GREAT GRAY TRUST COMPANY, LLC · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $749K | 5.4% | |
| BLACKROCK EQUITY INDEX CL 1 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 909 | Common Collective Trust | — | — | $556K | 4.0% | |
| PUTNAM LGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $286K | 2.1% | |
| BLACKROCK RUSSELL 2500 IDX R WILMINGTON TRUST, N.A. · EIN 82-3424312 / PN 361 | Common Collective Trust | — | — | $142K | 1.0% | |
| BR MSCI ACWI EXUS IDX FEE R BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $117K | 0.9% | |
| BLACKROCK U.S. DEBT INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% |
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