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Original filing (PDF)20251014165120NAL0001701283001
CONTINENTAL BATTERY COMPANY
Form 5500
FILING_RECEIVED
CONTINENTAL BATTERY 401(K) PLAN
401(k) retirement plan
Active participants
1,510
Accounts w/ balance
1,119
Plan assets (EOY)
$51.7M
Net assets (EOY)
$51.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL BATTERY COMPANY.
Plan sponsor
Name
CONTINENTAL BATTERY COMPANY
EIN
75-0942847
Address
8585 N STEMMONS FWY · SUITE 600 · DALLAS, TX · 75247
Phone
(214) 347-4321
Industry
Wholesale Tradesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH&BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $34K | — |
Investments
29 direct securities· $45.7M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $7.4M | 14.2% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $4.1M | 7.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $3.5M | 6.9% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $3.1M | 6.0% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $2.8M | 5.5% | |
| American Century Investments Ultra Fund Class R-6 | — | — | — | $2.6M | 5.0% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $2.5M | 4.8% | |
| American Funds Capital World Growth and Income Fund Class R-6 | — | — | — | $2.3M | 4.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $2.2M | 4.3% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $2.1M | 4.1% | |
| Cohen & Steers Institutional Realty Shares 502 Dimensional Fund Advisor US Targeted Value Portfolio Institutional Class | — | — | — | $1.8M | 3.6% | |
| American Funds The Growth Fund of America Class R-6 | — | — | — | $1.4M | 2.7% | |
| Goldman Sachs Mid Cap Value Fund Class R-6 | — | — | — | $1.4M | 2.7% | |
| JP Morgan Mid Cap Growth R-6 | — | — | — | $1.4M | 2.7% | |
| T. Rowe Price Equity Income Fund Class I | — | — | — | $1.1M | 2.0% | |
| Janus Henderson Flexible Bond Fund Class N | — | — | — | $1.0M | 2.0% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $879K | 1.7% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $855K | 1.7% | |
| Massachusetts Financial Services Mid Cap Value Fund Class R-6 | — | — | — | $603K | 1.2% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 | — | — | — | $576K | 1.1% | |
| Janus Henderson Balanced Fund Class N | — | — | — | $568K | 1.1% | |
| American Funds High-Income Trust Class R-6 | — | — | — | $297K | 0.6% | |
| Pioneer Equity Income Fund Class K | — | — | — | $293K | 0.6% | |
| Fidelity Select Technology | — | — | — | $285K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | — | $242K | 0.5% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $165K | 0.3% | |
| Invesco Developing Markets Fund Class R-6 | — | — | — | $103K | 0.2% | |
| American Funds Intermediate Bond Fund of America Class R-6 | — | — | — | $28K | <0.1% | |
| Pimco Real Return Fund, Institutional | — | — | — | $6K | <0.1% |
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