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Original filing (PDF)20251002095310NAL0000294689001
CASSAVANT MACHINING, INC.
Form 5500
FILING_RECEIVED
CMI GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
531
Accounts w/ balance
723
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
32 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASSAVANT MACHINING, INC..
Plan sponsor
Name
CASSAVANT MACHINING, INC.
EIN
86-0905169
Address
3641 EAST LA SALLE STREET · PHOENIX, AZ · 85040
Phone
(602) 437-4005
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
| MORNINGSTAR INVESTMENT MGMT | 36-4317381 | — | INV ADVISORY-PARTICIPANT | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $85K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $20K | — |
Investments
19 direct securities · 32 pooled funds· $22.3M(99% 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.
Common Collective Trust
$19.8M
19 holdings
Pooled Separate Account
$1.5M
13 holdings
Uncategorized
$948K
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 14.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.9M | 13.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOVAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 11.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 11.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.4M | 10.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 5.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $960K | 4.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $867K | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $823K | 3.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $282K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOVAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $259K | 1.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $240K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $240K | 1.1% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $232K | 1.0% | |
| BLACKROCK EQUITY DIV VI III AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $191K | 0.8% | |
| BLACKROCK TOTAL RETURN VI FUND AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $188K | 0.8% | |
| BLACKROCK MANAGED GLOBAL ALLOCATED AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $187K | 0.8% | |
| Galliard Stable Value Fund | — | — | — | $187K | 0.8% | |
| Galliard Stable Value Fund | — | — | — | $185K | 0.8% | |
| Galliard Stable Value Fund | — | — | — | $184K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 0.5% | |
| VCP DYNAMIC ALLOCATION PORTFOLIO AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $83K | 0.4% | |
| [DFE: PRINCIPAL SMALLCAP GROWTH I SEPARATE ACCOUNT (extraction pending)] | — | — | — | $82K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $82K | 0.4% | |
| Galliard Stable Value Fund | — | — | — | $81K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $75K | 0.3% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $70K | 0.3% | |
| [DFE: PRINCIPAL LIFETIME HYBRID 2020 CIT (extraction pending)] | — | — | — | $45K | 0.2% | |
| MIDCAP S&P 400 INDEX SEP ACCT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $45K | 0.2% | |
| INVESCO VCP EQUITY INCOME PORTFOLIO AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $43K | 0.2% | |
| SA VCP DYNAMIC AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $42K | 0.2% | |
| Galliard Stable Value Fund | — | — | — | $42K | 0.2% | |
| Galliard Stable Value Fund | — | — | — | $41K | 0.2% | |
| PIMCO VCP TACTICAL BALANCED PORTFOL AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $40K | 0.2% | |
| MID CAP VALUE FUND II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| Galliard Stable Value Fund | — | — | — | $40K | 0.2% | |
| LARGE CAP VALUE I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $34K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | 0.1% | |
| [DFE: PRINCIPAL DIVERSIFIED INTERNATIONAL SEPARATE ACCOUNT (extraction pending)] | — | — | — | $31K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $31K | 0.1% | |
| SECURE VALUE ACCOUNT AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $16K | <0.1% | |
| Galliard Stable Value Fund | — | — | — | $16K | <0.1% | |
| AIG Stock Fund | — | — | — | $4K | <0.1% | |
| AIG Stock Fund | — | — | — | $4K | <0.1% | |
| AIG Stock Fund | — | — | — | $4K | <0.1% | |
| AIG Stock Fund | — | — | — | $2K | <0.1% | |
| AIG Stock Fund | — | — | — | $802 | <0.1% | |
| AIG Stock Fund | — | — | — | $787 | <0.1% | |
| AIG Stock Fund | — | — | — | $762 | <0.1% | |
| AIG Stock Fund | — | — | — | $302 | <0.1% |
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