Back to filter
Original filing (PDF)20251009155418NAL0011306592001
CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC
Form 5500
FILING_RECEIVED
CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
646
Accounts w/ balance
421
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 61 bps in Schedule C fees — 111% above peer band of 29 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC.
Plan sponsor
Name
CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC
EIN
80-0821856
Address
12421 MEREDITH DR. STE 100 · URBANDALE, IA · 50323
Phone
(877) 777-5020
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 80-0709115 | — | RECORDKEEPER | $63K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | THIRD PARTY ADMINISTRATI | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS INC | 47-0784126 | — | REGISTERED INVESTMENT AD | $41K | — |
Investments
41 direct securities· $18.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2045 Fund | — | — | — | $3.0M | 16.3% | |
| Vanguard Target Ret 2050 Fund | — | — | — | $2.2M | 12.0% | |
| Vanguard Target Ret 2055 Fund | — | — | — | $2.0M | 10.7% | |
| Vanguard Target Ret 2040 Fund | — | — | — | $1.6M | 8.7% | |
| Vanguard Target Ret 2060 Fund | — | — | — | $1.3M | 7.3% | |
| Vanguard Target Ret 2035 Fund | — | — | — | $1.3M | 7.2% | |
| Vanguard Target Ret 2030 Fund | — | — | — | $1.3M | 6.9% | |
| Vanguard 500 Index Fd Admiral | — | — | — | $792K | 4.3% | |
| Vanguard Growth Index Fd Adm | — | — | — | $660K | 3.6% | |
| Vanguard Total Int Idx Adm | — | — | — | $534K | 2.9% | |
| Vanguard Target Ret 2025 Fund | — | — | — | $438K | 2.4% | |
| Vanguard Ttl Bd Mkt Ind Adm | — | — | — | $358K | 1.9% | |
| Vanguard Mid Cap Index Adm | — | — | — | $338K | 1.8% | |
| DFA US Small Cap Port Inst | — | — | — | $325K | 1.8% | |
| DFA Real Estate Securities I | — | — | — | $203K | 1.1% | |
| American Cent SC Growth R6 | — | — | — | $192K | 1.0% | |
| JP Morgan Large Growth R6 | — | — | — | $181K | 1.0% | |
| T Rowe Price Div Grwth I | — | — | — | $178K | 1.0% | |
| Vanguard Equity Income Fd Adm | — | — | — | $159K | 0.9% | |
| Vanguard International Value | — | — | — | $140K | 0.8% | |
| PIMCO Income Fund Inst | — | — | — | $132K | 0.7% | |
| Goldman GQG Prtnr Intl Opp R6 | — | — | — | $114K | 0.6% | |
| JP Morgan Core Plus Bond Fd R6 | — | — | — | $113K | 0.6% | |
| T Rowe Price Sci and Tech I | — | — | — | $111K | 0.6% | |
| JP Morgan Emerging Mkts Eqty R6 | — | — | — | $107K | 0.6% | |
| John Hancock Disciplined Val R | — | — | — | $100K | 0.5% | |
| John Hancock Intl Growth I | — | — | — | $82K | 0.4% | |
| Vanguard Health Care Idx Adm | — | — | — | $78K | 0.4% | |
| Vanguard Target Ret 2065 Fund | — | — | — | $77K | 0.4% | |
| Fidelity Inf-Pr Bond Index Fd | — | — | — | $55K | 0.3% | |
| JP Morgan Hedged Equity R6 | — | — | — | $50K | 0.3% | |
| PIMCO Short-Term Fund (Inst) | — | — | — | $48K | 0.3% | |
| PGIM Short Dur HY Income R6 | — | — | — | $46K | 0.2% | |
| JP Morgan Mid Cap Value Fd R6 | — | — | — | $28K | 0.2% | |
| Franklin Utilities Fund R6 | — | — | — | $19K | 0.1% | |
| John Hancock Infrastructure Fd | — | — | — | $11K | <0.1% | |
| BlackRock Evnt Driven Eq Inst | — | — | — | $11K | <0.1% | |
| Calamos Market Neutral Income R6 | — | — | — | $9K | <0.1% | |
| JP Morgan US Govt MMkt Cap Cl | — | — | — | $6K | <0.1% | |
| Vanguard Target Ret Income Fd | — | — | — | $5K | <0.1% | |
| Vanguard Target Ret 2020 Fund | — | — | — | $1K | <0.1% |