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Original filing (PDF)20251015105055NAL0002276163001
CONTEC, INC.
Form 5500
FILING_RECEIVED
CONTEC, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
628
Accounts w/ balance
666
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTEC, INC..
Plan sponsor
Name
CONTEC, INC.
EIN
57-0877605
Address
525 LOCUST GRV · SPARTANBURG, SC · 29303
Phone
(864) 699-8296
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $88K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $34K | — |
Investments
20 direct securities · 9 pooled funds· $46.9M(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
$32.3M
20 holdings
Common Collective Trust
$14.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K | — | — | — | $5.7M | 12.3% | |
| T. Rowe Price Instl Large Cap Core Gr | — | — | — | $3.8M | 8.2% | |
| Hartford Balanced Income Y | — | — | — | $3.4M | 7.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $3.3M | 7.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.1M | 6.7% | |
| American Funds New Perspective R6 | — | — | — | $3.1M | 6.6% | |
| Empower Annuity Insurance Company of America Guaranteed Investment Contract | — | — | — | $2.9M | 6.1% | |
| Doubleline Funds Core Fixed Income I | — | — | — | $1.5M | 3.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| Ishares Russell 2000 Small-Cap Index K | — | — | — | $1.4M | 3.0% | |
| Vanguard Strategic Equity Inv | — | — | — | $1.4M | 3.0% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $1.3M | 2.8% | |
| Putnam Large Cap Value R6 | — | — | — | $1.3M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Allspring Smid Cap Growth R6 | — | — | — | $1.1M | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $999K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $990K | 2.1% | |
| American Beacon Global Bond Z | — | — | — | $973K | 2.1% | |
| Goldman Sachs Small Cap Gr Insghts R6 | — | — | — | $952K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $881K | 1.9% | |
| Dfa Emerging Markets Small Cap I | — | — | — | $824K | 1.8% | |
| Fidelity Strategic Income Fund | — | — | — | $770K | 1.6% | |
| Fidelity Advisor Intl Capital App I | — | — | — | $724K | 1.5% | |
| American Century Mid Cap Value R6 | — | — | — | $453K | 1.0% | |
| Janus Henderson Small Cap Value I | — | — | — | $430K | 0.9% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $201K | 0.4% | |
| Lord Abbett Developing Growth R6 | — | — | — | $39K | <0.1% |
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