How big is Control Tech USA Ltd.'s plan?

Control Tech USA Ltd.'s plan reported $2.6M in assets and 151 participants for 2024.

Original filing (PDF)20251008115754NAL0005508817001

Control Tech USA Ltd.

Name: Control Tech USA Ltd. — Control Tech Ltd. USA 401(k), Form 5500 (2024)
Creator: Control Tech USA Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Control Tech Ltd. USA 401(k) Plan

401(k) retirement plan · Control Tech USA Ltd.'s Control Tech Ltd. USA 401(k) Plan held $2.6M in plan assets for 151 participants in 2024.

Signals · 1

Late participant contributions

Active participants

151

Accounts w/ balance

143

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Daniel Alfred signed Control Tech USA Ltd.'s 2024 Form 5500 as plan administrator.

Daniel Alfred — 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

Control Tech USA Ltd.'s EIN is 46-1672029.

EIN 46-1672029

Plan number 001

Plan year 2024

ACK ID 20251008115754NAL0005508817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Control Tech USA Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Control Tech USA Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Top-tier plan health

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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

CONTROL TECH USA LTD.

EIN

all filings

Address

22025 ROUTE 14 · TROY, PA · 16947

Phone

(607) 215-0913

Industry

Wholesale Trade

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities· $2.6M(100% of reported assets)

Mutual Funds

$2.5M

29 holdings

Other securities

$64K

1 holding

					% of plan
American Funds-Target Dt 2045 Mutual Funds	Mutual Funds	—	—	$287K	11.1%
American Funds-Target Dt 2030 Mutual Funds	Mutual Funds	—	—	$243K	9.4%
American Funds-Amcap Fund R2 Mutual Funds	Mutual Funds	—	—	$242K	9.4%
American Funds-Wash Mut Inv Fd Mutual Funds	Mutual Funds	—	—	$183K	7.1%
American Funds-Target Dt 2060 Mutual Funds	Mutual Funds	—	—	$174K	6.7%
American Funds-Target Dt 2055 Mutual Funds	Mutual Funds	—	—	$157K	6.1%
American Funds-Target Dt 2050 Mutual Funds	Mutual Funds	—	—	$119K	4.6%
American Funds-Target Dt 2035 Mutual Funds	Mutual Funds	—	—	$118K	4.6%
American Funds-New Persp Fd Mutual Funds	Mutual Funds	—	—	$111K	4.3%
American Funds-Grwth Fd Amer Mutual Funds	Mutual Funds	—	—	$110K	4.3%
American Funds-American Bal Fd Mutual Funds	Mutual Funds	—	—	$103K	4.0%
American Funds-New World Fd Mutual Funds	Mutual Funds	—	—	$95K	3.7%
American Funds-Cap Wrld Gr Inc Mutual Funds	Mutual Funds	—	—	$86K	3.3%
American Funds-Fundamental Inv Mutual Funds	Mutual Funds	—	—	$71K	2.7%
Notes receivable from participants accounts	Other securities	—	—	$64K	2.5%
American Funds-US Govt MMkt Mutual Funds	Mutual Funds	—	—	$64K	2.5%
American Funds-Target Dt 2040 Mutual Funds	Mutual Funds	—	—	$63K	2.4%
American Funds-Capital Inc Bld Mutual Funds	Mutual Funds	—	—	$62K	2.4%
American Funds-Cap Wrld Bd Fd Mutual Funds	Mutual Funds	—	—	$53K	2.0%
American Funds-Target Dt 2065 Mutual Funds	Mutual Funds	—	—	$51K	2.0%
American Funds-Inv Co America Mutual Funds	Mutual Funds	—	—	$24K	0.9%
American Funds-Target Dt 2025 Mutual Funds	Mutual Funds	—	—	$21K	0.8%
American Funds-Income Fd Amer Mutual Funds	Mutual Funds	—	—	$15K	0.6%
American Funds-Global Balanced Fd R2 Mutual Funds	Mutual Funds	—	—	$15K	0.6%
American Funds-SmCap Wrld Fd Mutual Funds	Mutual Funds	—	—	$14K	0.6%
American Funds-Bond Fund Amer Mutual Funds	Mutual Funds	—	—	$13K	0.5%
American Funds-Short Term Bd Mutual Funds	Mutual Funds	—	—	$9K	0.4%
American Funds-EurPac Grw Fd Mutual Funds	Mutual Funds	—	—	$9K	0.4%
American Funds-Target Dt 2010 Mutual Funds ** 949 * American Funds-Target Dt 2020 Mutual Funds	Mutual Funds	—	—	$4K	0.2%
American Funds-US Govt Sec Mutual Funds	Mutual Funds	—	—	$3K	0.1%