How big is U.S. Tool Grinding, Inc.'s plan?

U.S. Tool Grinding, Inc.'s plan reported $34.1M in assets and 921 participants for 2024.

Original filing (PDF)20250717141729NAL0000204099001

U.S. Tool Grinding, Inc.

Name: U.S. Tool Grinding, Inc. — U.S. Tool Grinding, Inc., Form 5500 (2024)
Creator: U.S. Tool Grinding, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

U.S. Tool Grinding, Inc. Employees Profit Sharing Plan

401(k) retirement plan · U.S. Tool Grinding, Inc.'s U.S. Tool Grinding, Inc. Employees Profit Sharing Plan held $34.1M in plan assets for 921 participants in 2024, with Empower as recordkeeper.

Signals · 2

96% in single holdingCorrective distributions issued

Active participants

921

Accounts w/ balance

1,149

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.1M

People on this filing

Plan Sponsor Connie Spencer signed U.S. Tool Grinding, Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor Connie Spencer — 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

U.S. Tool Grinding, Inc.'s EIN is 43-0760175.

EIN 43-0760175

Plan number 001

Plan year 2024

ACK ID 20250717141729NAL0000204099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for U.S. Tool Grinding, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

U.S. Tool Grinding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U.S. TOOL GRINDING, INC..

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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

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

U.S. TOOL GRINDING, INC.

EIN

all filings

Address

2000 PROGRESS DR · FARMINGTON, MO · 636409158

Phone

(573) 431-3856

Industry

Other Services (ex. Public Admin)

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

2025-07-17

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)

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$164K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investments

1 direct security · 1 pooled fund· $29.6M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$28.3M

1 holding

Other

$1.3M

1 holding

PI						% of plan
	SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$28.3M	83.1%
	[Assets held in participant loans]	Other	—	—	$1.3M	3.8%