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Original filing (PDF)20251015122700NAL0006066816001

CCK AUTOMATIONS, LLC

Form 5500
FILING_RECEIVED
CCK AUTOMATIONS LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
214
Accounts w/ balance
201
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCK AUTOMATIONS, LLC.
Plan sponsor
Name
CCK AUTOMATIONS, LLC
EIN
88-1654794
Address
500 CAPITOL WAY · JACKSONVILLE, IL · 62650
Phone
(203) 878-2155
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
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
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INS CO OF AMERICAGREENWOOD, CORECORDKEEPER$25K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MMA SECURITIES LLCNEW YORK, NYINVESTMENT ADVISOR$7K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
WELLS THOMAS, LLCBRANFORD, CTCONTRACT ADMIN

Investments

29 direct securities · 2 pooled funds· $5.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$5.2M
29 holdings
Common Collective Trust
$187K
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Blackrock Equity Dividend K Mutual Fund$734K13.6%
Jpmorgan Mid Cap Growth Mutual Fund$573K10.6%
Jpmorgan Large Cap Growth Mutual Fund$528K9.7%
American Funds Capital Inc Bldr Mutual Fund$442K8.2%
Pimco Income Instl Mutual Fund$411K7.6%
American Funds 2030 Trgt Date Retire Mutual Fund$332K6.1%
Ishares S&P 500 Index K Mutual Fund$328K6.1%
Ishares Msci Eafe International Index K Mutual Fund$294K5.4%
Blackrock Total Return K Mutual Fund$224K4.1%
American Funds 2035 Trgt Date Retire Mutual Fund$197K3.6%
American Funds 2060 Trgt Date Retire Mutual Fund$161K3.0%
INTERNATIONAL GROWTH FUND II FEE R1
GREAT GRAY · EIN 38-4139842 / PN 000
Common Collective Trust
$160K3.0%
American Funds 2025 Trgt Date Retire Mutual Fund$119K2.2%
Ishares Russell Mid-Cap Index K Mutual Fund$115K2.1%
American Funds 2050 Trgt Date Retire Mutual Fund$83K1.5%
American Funds 2045 Trgt Date Retire Mutual Fund$73K1.3%
American Funds 2040 Trgt Date Retire Mutual Fund$71K1.3%
American Funds New World Mutual Fund$68K1.3%
Fidelity Advisor Small Cap Growth Z Mutual Fund$68K1.3%
Ei Fixed Account Series Class Iv Guaranteed Investment Contract$54K1.0%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan$46K0.8%
Allspring Core Bond R6 Mutual Fund$43K0.8%
American Funds 2055 Trgt Date Retire Mutual Fund$42K0.8%
Notes receivable from participants Bearing interest at 6.00%-10.50% -$41K0.8%
Pimco Int Bond (Usd-Hedged) Inst Mutual Fund$33K0.6%
Late/Missed Year Contributions Loan Repayments Total 2024$2K$33K0.6%
Ishares Russell 2000 Small-Cap Index K Mutual Fund$31K0.6%
Pimco High Yield Instl Mutual Fund$28K0.5%
MID CAP VALUE FEE CLASS R1
GREAT GRAY · EIN 38-4139852 / PN 000
Common Collective Trust
$27K0.5%
Allspring Special Small Cap Value Mutual Fund$17K0.3%
American Funds 2020 Trgt Date Retire Mutual Fund$15K0.3%

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