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Original filing (PDF)20250909052349NAL0033249088001
CORTEC PRECISION SHEETMETAL
Form 5500
FILING_RECEIVED
CORTEC PRECISION SHEETMETAL INC. 401(K) PLAN
401(k) retirement plan
Active participants
391
Accounts w/ balance
247
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORTEC PRECISION SHEETMETAL.
Plan sponsor
Name
CORTEC PRECISION SHEETMETAL
EIN
77-0315369
Address
2231 WILL WOOL DRIVE · SAN JOSE, CA · 95112
Phone
(408) 278-8540
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
2025-09-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHEK TAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | CUPERTINO, CA | ADVISOR | $0 | — |
Investments
23 direct securities· $8.3M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.4M | 16.2% | |
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $1.1M | 12.3% | |
| TRANSAMAA-CONSPORT-A | Registered Investment Companies | — | — | $732K | 8.5% | |
| AMERICAN CENT GOVT BOND - A | Registered Investment Companies | — | — | $628K | 7.3% | |
| CLEARBRIDGE APPRECIATION A | Registered Investment Companies | — | — | $590K | 6.9% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $481K | 5.6% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $366K | 4.3% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $347K | 4.0% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $313K | 3.6% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $310K | 3.6% | |
| TRANSAMERICA AA-MODPORT-A | Registered Investment Companies | — | — | $269K | 3.1% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $269K | 3.1% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $226K | 2.6% | |
| VIRTUS SGA INTERNATIONAL GR A | Registered Investment Companies | — | — | $222K | 2.6% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $164K | 1.9% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $162K | 1.9% | |
| TRANSAMERICA AA-MODGRTHPORT-A | Registered Investment Companies | — | — | $155K | 1.8% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $155K | 1.8% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $123K | 1.4% | |
| VICTORY FUND FOR INCOME A | Registered Investment Companies | — | — | $103K | 1.2% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $88K | 1.0% | |
| ALLSPRING CORE BOND A | Registered Investment Companies | — | — | $74K | 0.9% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $68K | 0.8% |
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