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Original filing (PDF)20251014082921NAL0005065202001
CENTRAL MAINTENANCE & WELDING, INC.
Form 5500
FILING_RECEIVED
CENTRAL MAINTENANCE & WELDING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
120
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
27 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 CENTRAL MAINTENANCE & WELDING, INC..
Plan sponsor
Name
CENTRAL MAINTENANCE & WELDING, INC.
EIN
59-1147854
Address
2620 E. KEYSVILLE ROAD · LITHIA, FL · 33547
Phone
(813) 737-1402
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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEDITA KILTON & COMPANY CPA PL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
27 direct securities· $13.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Fund I Mutual Fund | — | — | — | $3.2M | 24.2% | |
| T Rowe Price Retirement 2040 Fund I Mutual Fund | — | — | — | $1.9M | 14.4% | |
| T Rowe Price Retirement 2020 Fund I Mutual Fund | — | — | — | $893K | 6.7% | |
| T.Rowe Price Growth Stock I Mutual Fund | — | — | — | $851K | 6.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $769K | 5.8% | |
| Columbia Contrarian Core Instl 3 Mutual Fund | — | — | — | $672K | 5.1% | |
| T Rowe Price Retirement 2050 Fund I Mutual Fund | — | — | — | $647K | 4.9% | |
| EI Fixed Account - Series Class II Fixed Account | — | — | — | $621K | 4.7% | |
| T Rowe Price Retirement 2035 Fund I Mutual Fund | — | — | — | $602K | 4.5% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $467K | 3.5% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $424K | 3.2% | |
| T Rowe Price Retirement 2025 Fund I Mutual Fund | — | — | — | $356K | 2.7% | |
| Federated Hermes Mdt Small Cap Growth R6 Mutual Fund | — | — | — | $266K | 2.0% | |
| T Rowe Price Retirement 2010 Fund I Mutual Fund - T Rowe Price Retirement 2015 Fund I Mutual Fund | — | — | — | $265K | 2.0% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $227K | 1.7% | |
| T Rowe Price Retirement 2055 Fund I Mutual Fund | — | — | — | $209K | 1.6% | |
| T Rowe Price Retirement 2060 Fund I Mutual Fund | — | — | — | $161K | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $137K | 1.0% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $124K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $114K | 0.9% | |
| MFS Value R6 Mutual Fund | — | — | — | $106K | 0.8% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $88K | 0.7% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $65K | 0.5% | |
| T Rowe Price Retirement 2045 Fund I Mutual Fund | — | — | — | $29K | 0.2% | |
| T Rowe Price Retirement 2065 Fund I Mutual Fund | — | — | — | $27K | 0.2% | |
| Putnam Income R6 Mutual Fund | — | — | — | $27K | 0.2% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $16K | 0.1% |
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