How big is Controlled Automation, Inc.'s plan?

Controlled Automation, Inc.'s plan reported $3.0M in assets and 65 participants for 2023.

Original filing (PDF)20250813143231NAL0012709168001

Controlled Automation, Inc.

Name: Controlled Automation, Inc. — Controlled Automation, Form 5500 (2023)
Creator: Controlled Automation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Controlled Automation, Inc./Apex Machinery, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Controlled Automation, Inc.'s Controlled Automation, Inc./Apex Machinery, Inc. 401(k) Profit Sharing Plan held $3.0M in plan assets for 65 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Sherry Martin signed Controlled Automation, Inc.'s 2023 Form 5500 as plan administrator.

Sherry Martin — 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

Controlled Automation, Inc.'s EIN is 71-0626063.

EIN 71-0626063

Plan number 001

Plan year 2023

ACK ID 20250813143231NAL0012709168001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Controlled Automation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Controlled Automation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONTROLLED AUTOMATION, INC..

Finding similar companies…

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off