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Original filing (PDF)20251015101336NAL0005766128001
CARDINAL SCALE MANUFACTURING CO.
Form 5500
FILING_RECEIVED
CARDINAL SCALE MANUFACTURING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
255
Accounts w/ balance
119
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDINAL SCALE MANUFACTURING CO..
Plan sponsor
Name
CARDINAL SCALE MANUFACTURING CO.
EIN
44-0608372
Address
203 E. DAUGHERTY · WEBB CITY, MO · 648701929
Phone
(417) 673-4631
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KPM CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | SAN DIEGO, CA | NONE | $48K | — |
Investments
17 direct securities· $15.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual Fund | — | — | — | $2.8M | 17.7% | |
| Hartford Growth Opportunities Fund Mutual Fund | — | — | — | $2.7M | 17.6% | |
| American Funds Washington Mutual Investors Mutual Fund | — | — | — | $1.7M | 11.1% | |
| American Funds Capital World Growth & Income Mutual Fund | — | — | — | $1.4M | 8.8% | |
| Franklin Income Fund Mutual Fund | — | — | — | $1.3M | 8.4% | |
| Franklin Small - Mid Cap Growth Fund Mutual Fund | — | — | — | $940K | 6.0% | |
| Franklin Moderate Allocation Fund Mutual Fund | — | — | — | $899K | 5.8% | |
| Franklin Founding Funds Allocation Mutual Fund | — | — | — | $876K | 5.6% | |
| Invesco Comstock Fund Mutual Fund | — | — | — | $855K | 5.5% | |
| Pioneer Mid Cap Value Fund Mutual Fund | — | — | — | $466K | 3.0% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $435K | 2.8% | |
| Hartford Small Cap Growth Fund Mutual Fund | — | — | — | $373K | 2.4% | |
| American Funds US Govt Money Market Fund Money Market | — | — | — | $286K | 1.8% | |
| Franklin Natural Resources Fund Mutual Fund | — | — | — | $183K | 1.2% | |
| Franklin Growth Allocation Fund Mutual Fund | — | — | — | $157K | 1.0% | |
| Notes receivable - participants Interest rates 4.25% - 9.75%; | — | — | — | $107K | 0.7% | |
| Franklin Conservative Allocation Fund Mutual Fund | — | — | — | $69K | 0.4% |
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