How big is Co-Line Welding, Inc.'s plan?

Co-Line Welding, Inc.'s plan reported $17.3M in assets and 212 participants for 2024.

Original filing (PDF)20251002074934NAL0000128099001

Co-Line Welding, Inc.

Name: Co-Line Welding, Inc. — Co-Line Welding, Inc. 401(k), Form 5500 (2024)
Creator: Co-Line Welding, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Co-Line Welding, Inc. 401(k) Retirement Plan

401(k) retirement plan · Co-Line Welding, Inc.'s Co-Line Welding, Inc. 401(k) Retirement Plan held $17.3M in plan assets for 212 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

212

Accounts w/ balance

241

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Shawn Jansen signed Co-Line Welding, Inc.'s 2024 Form 5500 as plan administrator.

Shawn Jansen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Co-Line Welding, Inc.'s EIN is 42-1342834.

EIN 42-1342834

Plan number 001

Plan year 2024

ACK ID 20251002074934NAL0000128099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Co-Line Welding, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Co-Line Welding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CO-LINE WELDING, INC.

EIN

all filings

Address

1041 CORDOVA AVE · LYNNVILLE, IA · 50153

Phone

(641) 613-6263

Industry

Manufacturing

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

2025-10-02

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$54K	—

Investments

22 direct securities· $17.3M(100% of reported assets)

Common Collective Trusts

$14.4M

11 holdings

Stable Value

$1.8M

1 holding

Mutual Funds

$996K

8 holdings

Common Stocks

$107K

1 holding

Bonds / Notes

$8K

1 holding

					% of plan
iShares Total U.S. Stock Market Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$3.3M	19.2%
iShares S&P 500 Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$2.6M	15.3%
iShares U.S. Aggregate Bond Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$2.3M	13.4%
Lincoln Stable Value Account Fixed Annuity Contract N/A	Stable Value	—	—	$1.8M	10.4%
iShares MSCI EAFE International Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$1.6M	9.5%
iShares MSCI Total International Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$1.6M	9.2%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$752K	4.4%
iShares Russell Mid-Cap Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$621K	3.6%
iShares Russell Small/Mid-Cap Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$561K	3.2%
American Funds Balanced R6 Mutual Fund N/A	Mutual Funds	—	—	$513K	3.0%
iShares Developed Real Estate Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$401K	2.3%
iShares Short-Term TIPS Bond Idx K Mutual Fund N/A	Common Collective Trusts	—	—	$382K	2.2%
MFS Growth Class R6 Mutual Fund N/A	Mutual Funds	—	—	$190K	1.1%
MFS Mid Cap Growth Class R6 Mutual Fund N/A	Mutual Funds	—	—	$130K	0.8%
iShares Russell 2000 Small-Cap Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$130K	0.8%
DFA US Small Cap Value Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$117K	0.7%
PGIM Jennison Small Company Class R6 Mutual Fund N/A	Common Stocks	—	—	$107K	0.6%
Vanguard International Value Investor Shares Mutual Fund N/A	Mutual Funds	—	—	$15K	<0.1%
Vanguard Dividend Growth Investor Shares Mutual Fund N/A	Mutual Funds	—	—	$13K	<0.1%
Invesco Diversified Dividend Class R6 Mutual Fund N/A	Mutual Funds	—	—	$10K	<0.1%
Vanguard Selected Value Investor Shares Mutual Fund N/A	Mutual Funds	—	—	$9K	<0.1%
Notes receivable from participants Maturing 2026-2027 at interest rates of 5.25% - 9.50% -	Bonds / Notes	—	—	$8K	<0.1%