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Original filing (PDF)20250930160331NAL0029718786001
CONTROL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CONTROL SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
231
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
34 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
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTROL SOLUTIONS, INC..
Plan sponsor
Name
CONTROL SOLUTIONS, INC.
EIN
76-0138355
Address
5903 GENOA-RED BLUFF · PASADENA, TX · 77507
Phone
(281) 892-2508
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
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $33K | — |
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
Investments
33 direct securities· $17.1M(99% of reported assets)
Uncategorized
$15.6M
32 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.1M | 12.3% | |
| Vanguard Large Cap Index Fund | — | — | — | $2.0M | 11.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.5M | 8.9% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $1.5M | 8.5% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $1.0M | 6.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $970K | 5.6% | |
| Vanguard Developed Markets Index Fund | — | — | — | $907K | 5.2% | |
| Group Annuity Contract * Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $806K | 4.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $745K | 4.3% | |
| Vanguard Growth Index Fund | — | — | — | $705K | 4.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $610K | 3.5% | |
| Vanguard Value Index Fund | — | — | — | $486K | 2.8% | |
| America * Participant Loans Principal balances ranging up to $46,417 accruing interest at - | — | — | — | $431K | 2.5% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | — | — | — | $305K | 1.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $291K | 1.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $271K | 1.6% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $268K | 1.5% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $264K | 1.5% | |
| Hartford Mutual Funds Hartford Core Equity Fund | — | — | — | $236K | 1.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $235K | 1.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $229K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $216K | 1.2% | |
| Vanguard Real Estate Index Fund | — | — | — | $201K | 1.2% | |
| PIMCO Income Fund | — | — | — | $132K | 0.8% | |
| MassMutual Inflation-Protected and Income Fund | — | — | — | $132K | 0.8% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $120K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $97K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $65K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $57K | 0.3% | |
| Invesco Short Term Bond Fund | — | — | — | $37K | 0.2% | |
| Janus Henderson Janus Henderson Contrarian Fund | — | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $15K | <0.1% | |
| MassMutual Small Cap Opportunities Fund | — | — | — | $8K | <0.1% |