Original filing (PDF)20250717141729NAL0000204099001

U.S. TOOL GRINDING, INC.

Name: U.S. TOOL GRINDING, INC. — U.S. TOOL GRINDING, INC. EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: U.S. TOOL GRINDING, INC.

Form 5500

FILING_RECEIVED

U.S. TOOL GRINDING, INC. EMPLOYEES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

921

Accounts w/ balance

1,149

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. TOOL GRINDING, INC..

Plan sponsor

Name

U.S. TOOL GRINDING, INC.

EIN

43-0760175

Address

2000 PROGRESS DR · FARMINGTON, MO · 636409158

Phone

(573) 431-3856

Industry

Other Services (ex. Public Admin)see 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

2025-07-17

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	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investments

1 pooled fund· $28.3M(83% 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.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$28.3M	83.1%

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