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Original filing (PDF)20251008115754NAL0005508817001
CONTROL TECH USA LTD.
Form 5500
FILING_RECEIVED
CONTROL TECH LTD USA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
143
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTROL TECH USA LTD..
Plan sponsor
Name
CONTROL TECH USA LTD.
EIN
46-1672029
Address
22025 ROUTE 14 · TROY, PA · 16947
Phone
(607) 215-0913
Industry
Wholesale Tradesee 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EFPR GROUP CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds-Target Dt 2045 Mutual Funds | — | — | — | $287K | 11.1% | |
| American Funds-Target Dt 2030 Mutual Funds | — | — | — | $243K | 9.4% | |
| American Funds-Amcap Fund R2 Mutual Funds | — | — | — | $242K | 9.4% | |
| American Funds-Wash Mut Inv Fd Mutual Funds | — | — | — | $183K | 7.1% | |
| American Funds-Target Dt 2060 Mutual Funds | — | — | — | $174K | 6.7% | |
| American Funds-Target Dt 2055 Mutual Funds | — | — | — | $157K | 6.1% | |
| American Funds-Target Dt 2050 Mutual Funds | — | — | — | $119K | 4.6% | |
| American Funds-Target Dt 2035 Mutual Funds | — | — | — | $118K | 4.6% | |
| American Funds-New Persp Fd Mutual Funds | — | — | — | $111K | 4.3% | |
| American Funds-Grwth Fd Amer Mutual Funds | — | — | — | $110K | 4.3% | |
| American Funds-American Bal Fd Mutual Funds | — | — | — | $103K | 4.0% | |
| American Funds-New World Fd Mutual Funds | — | — | — | $95K | 3.7% | |
| American Funds-Cap Wrld Gr Inc Mutual Funds | — | — | — | $86K | 3.3% | |
| American Funds-Fundamental Inv Mutual Funds | — | — | — | $71K | 2.7% | |
| Notes receivable from participants accounts | — | — | — | $64K | 2.5% | |
| American Funds-US Govt MMkt Mutual Funds | — | — | — | $64K | 2.5% | |
| American Funds-Target Dt 2040 Mutual Funds | — | — | — | $63K | 2.4% | |
| American Funds-Capital Inc Bld Mutual Funds | — | — | — | $62K | 2.4% | |
| American Funds-Cap Wrld Bd Fd Mutual Funds | — | — | — | $53K | 2.0% | |
| American Funds-Target Dt 2065 Mutual Funds | — | — | — | $51K | 2.0% | |
| American Funds-Inv Co America Mutual Funds | — | — | — | $24K | 0.9% | |
| American Funds-Target Dt 2025 Mutual Funds | — | — | — | $21K | 0.8% | |
| American Funds-Income Fd Amer Mutual Funds | — | — | — | $15K | 0.6% | |
| American Funds-Global Balanced Fd R2 Mutual Funds | — | — | — | $15K | 0.6% | |
| American Funds-SmCap Wrld Fd Mutual Funds | — | — | — | $14K | 0.6% | |
| American Funds-Bond Fund Amer Mutual Funds | — | — | — | $13K | 0.5% | |
| American Funds-Short Term Bd Mutual Funds | — | — | — | $9K | 0.4% | |
| American Funds-EurPac Grw Fd Mutual Funds | — | — | — | $9K | 0.4% | |
| American Funds-Target Dt 2010 Mutual Funds ** 949 * American Funds-Target Dt 2020 Mutual Funds | — | — | — | $4K | 0.2% | |
| American Funds-US Govt Sec Mutual Funds | — | — | — | $3K | 0.1% |
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