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Original filing (PDF)20250926161911NAL0004093955001
CERAMTEC NORTH AMERICA LLC
Form 5500
FILING_RECEIVED
CTNA 401(K) PLAN
401(k) retirement plan
Active participants
297
Accounts w/ balance
335
Plan assets (EOY)
$32.0M
Net assets (EOY)
$32.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERAMTEC NORTH AMERICA LLC.
Plan sponsor
Name
CERAMTEC NORTH AMERICA LLC
EIN
52-1708698
Address
ONE TECHNOLOGY PLACE · LAURENS, SC · 29360
Phone
(864) 766-5283
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
| NOVA 401K ASSOCIATES | 20-1181458 | — | CONTRACT ADMINISTRATOR | $250 | — |
Investments
26 direct securities · 11 pooled funds· $30.4M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.3M
26 holdings
Pooled Separate Account
$5.1M
10 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement R6 Fund | — | — | — | $4.1M | 12.7% | |
| LARGE CAP GROWTH/JP MORAN INVST MGM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.5M | 11.1% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $3.0M | 9.3% | |
| American Funds 2030 Target Date Retirement R6 Fund | — | — | — | $2.8M | 8.8% | |
| American Funds 2045 Target Date Retirement R6 Fund | — | — | — | $2.4M | 7.4% | |
| American Funds 2040 Target Date Retirement R6 Fund | — | — | — | $2.3M | 7.2% | |
| American Funds 2025 Target Date Retirement R6 Fund | — | — | — | $1.3M | 4.0% | |
| Notes receivable from participan 4.25% - 10.50% | — | — | — | $1.1M | 3.6% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $1.0M | 3.3% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $1.0M | 3.2% | |
| American Funds 2050 Target Date Retirement R6 Fund | — | — | — | $945K | 3.0% | |
| American Funds 2055 Target Date Retirement R6 Fund | — | — | — | $936K | 2.9% | |
| American Funds 2060 Target Date Retirement R6 Fund | — | — | — | $777K | 2.4% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $743K | 2.3% | |
| American Funds 2065 Target Date Retirement R6 Fund | — | — | — | $634K | 2.0% | |
| American Funds 2020 Target Date Retirement R6 Fund | — | — | — | $628K | 2.0% | |
| Fidelity Advisor Balanced Z Fund | — | — | — | $524K | 1.6% | |
| T. Rowe Price Mid-Cap Value I Fund | — | — | — | $491K | 1.5% | |
| Fidelity International Index Fund | — | — | — | $455K | 1.4% | |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $384K | 1.2% | |
| iShares U.S. Aggregate Bond Index K Fund | — | — | — | $242K | 0.8% | |
| Fidelity Small Cap Value Index Fund | — | — | — | $193K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $191K | 0.6% | |
| American Funds Capital World Bond R6 Fund | — | — | — | $152K | 0.5% | |
| American Funds 2015 Target Date Retirement R6 Fund | — | — | — | $115K | 0.4% | |
| MFS INTL GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $109K | 0.3% | |
| American Funds New World R6 Fund | — | — | — | $78K | 0.2% | |
| American Funds 2010 Target Date Retirement R6 Fund | — | — | — | $66K | 0.2% | |
| Dimensional Fund Advisors Inflation Protected Securities I Fund | — | — | — | $66K | 0.2% | |
| Dimensional Fund Advisors Intermediate Governemnt Fixed Income I Fd | — | — | — | $36K | 0.1% | |
| Empower Fixed Account - Series Class I | — | — | — | $2K | <0.1% | |
| LARGE CAP VALUE 1 EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $398 | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
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