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Original filing (PDF)20251015142802NAL0004834273001
COMMONWEALTH ROLLED PRODUCTS, INC.
Form 5500
FILING_RECEIVED
COMMONWEALTH ROLLED PRODUCTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
360
Accounts w/ balance
441
Plan assets (EOY)
$70.2M
Net assets (EOY)
$70.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH ROLLED PRODUCTS, INC..
Plan sponsor
Name
COMMONWEALTH ROLLED PRODUCTS, INC.
EIN
85-3844825
Address
1372 STATE ROAD 1957 · LEWISPORT, OH · 42351
Phone
(270) 295-3451
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
18 direct securities · 15 pooled funds· $71.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.0M
18 holdings
Common Collective Trust
$32.4M
14 holdings
Pooled Separate Account
$481K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index Fund | — | — | — | $9.5M | 13.5% | |
| Vanguard Group Vanguard Russell 1000 Growth Index Institutional Fund | — | — | — | $9.4M | 13.4% | |
| T ROWE PRICE RT 2040 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.4M | 13.3% | |
| T ROWE PRICE RT 2030 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.8M | 11.1% | |
| Principal Life Insurance Company Guaranteed Fund | — | — | — | $6.5M | 9.3% | |
| T ROWE PRICE RT 2050 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.6M | 7.9% | |
| T ROWE PRICE RT 2020 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.2% | |
| Vanguard Group Vanguard Mid Cap Growth Index Admiral Fund | — | — | — | $2.4M | 3.5% | |
| Vanguard Group Vanguard Windsor II Admiral Fund | — | — | — | $2.4M | 3.5% | |
| T ROWE PRICE RT 2060 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| Vanguard Group Vanguard Small Cap Index Institutional Fund | — | — | — | $1.6M | 2.3% | |
| JP Morgan Funds JP Morgan Large Cap Growth Fund | — | — | — | $1.5M | 2.2% | |
| Great Gray Trust Company Great Gray Trust EuroPacific Growth CT | — | — | — | $1.2M | 1.7% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Participants 4.25% to 9.50%; maturing through 2034 | — | — | — | $1.0M | 1.5% | |
| T ROWE PRICE RT 2035 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $931K | 1.3% | |
| Fidelity Investments Fidelity International Small Cap Fund | — | — | — | $859K | 1.2% | |
| T ROWE PRICE RT 2055 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $742K | 1.1% | |
| T ROWE PRICE RT 2045 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $740K | 1.1% | |
| T ROWE PRICE RT 2025 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $645K | 0.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $481K | 0.7% | |
| T ROWE PRICE RT 2010 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $404K | 0.6% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $306K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $306K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $263K | 0.4% | |
| Vanguard Group Vanguard Extended Market Index Fund | — | — | — | $230K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $184K | 0.3% | |
| T ROWE PRICE RT 2005 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $127K | 0.2% | |
| Wells Fargo Allspring Special Small Cap Value Fund | — | — | — | $125K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value Fund | — | — | — | $108K | 0.2% | |
| T ROWE PR RET 2065 TR CL J T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $103K | 0.1% | |
| (E) | — | — | — | $18K | <0.1% | |
| T ROWE PRICE RT 2015 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% |
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