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Original filing (PDF)20251007112025NAL0002617171001
CONTROL DEVICES, LLC
Form 5500
FILING_RECEIVED
CONTROL DEVICES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
391
Accounts w/ balance
423
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTROL DEVICES, LLC.
Plan sponsor
Name
CONTROL DEVICES, LLC
EIN
56-2660215
Address
1555 LARKIN WILLIAMS ROAD · FENTON, MO · 630263008
Phone
(636) 660-7122
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $103K | — |
Investments
30 direct securities · 20 pooled funds· $30.7M(100% 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
$15.6M
30 holdings
Common Collective Trust
$10.7M
13 holdings
Pooled Separate Account
$4.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 13.4% | |
| Principal Trust Company Target 2030 | — | — | — | $2.4M | 13.4% | |
| Principal Trust Company Target 2035 | — | — | — | $1.9M | 10.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 9.4% | |
| Principal Trust Company Target 2045 | — | — | — | $1.6M | 9.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 9.1% | |
| Principal Life Insurance Company Large Cap Growth | — | — | — | $1.5M | 8.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.5M | 8.5% | |
| Principal Trust Company Target 2040 | — | — | — | $1.4M | 8.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 8.1% | |
| Principal Trust Company Target 2025 | — | — | — | $1.3M | 7.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 7.5% | |
| Principal Life Insurance Company Self-Directed Brokerage Account | — | — | — | $849K | 4.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index | — | — | — | $769K | 4.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $769K | 4.3% | |
| Principal Trust Company Target 2050 | — | — | — | $604K | 3.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $604K | 3.4% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $561K | 3.2% | |
| Principal Trust Company Target 2020 | — | — | — | $539K | 3.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $539K | 3.0% | |
| Notes receivable from participants maturities through October 2029 - | — | — | — | $388K | 2.2% | |
| Principal Trust Company Target 2060 | — | — | — | $351K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $351K | 2.0% | |
| BlackRock Equity Portfolio Mid-Cap Growth | — | — | — | $327K | 1.8% | |
| Principal Trust Company Target 2055 | — | — | — | $315K | 1.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $315K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $174K | 1.0% | |
| Principal Trust Company Hybrid Income | — | — | — | $144K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $144K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $120K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $107K | 0.6% | |
| The American Funds EuroPacific Growth Fund | — | — | — | $96K | 0.5% | |
| American Beacon Funds Small Cap Value R6 | — | — | — | $92K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $78K | 0.4% | |
| Principal Trust Company Target 2065 | — | — | — | $77K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $77K | 0.4% | |
| Janus Henderson Triton N | — | — | — | $69K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional | — | — | — | $67K | 0.4% | |
| (E) | — | — | $77K | $41K | 0.2% | |
| PGIM Investments Total Return Bond Fund | — | — | — | $41K | 0.2% | |
| Neuberger Berman Management Neuberger Berman Real Estate R6 | — | — | — | $36K | 0.2% | |
| Principal Trust Company Target 2070 | — | — | — | $30K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $30K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $26K | 0.1% | |
| Principal Trust Company Target 2015 | — | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | <0.1% | |
| Oppenheimer Inv Oppenheim Development Markets R6 | — | — | — | $8K | <0.1% | |
| PIMCO Funds PIMCO All Assets Institutional | — | — | — | $6K | <0.1% | |
| Goldman Sachs Asset Management International Small Cap Insights R6 Fund | — | — | — | $3K | <0.1% |
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