Back to filter
Original filing (PDF)20260105100231NAL0005279313001
CAM INDUSTRIAL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
CAM INDUSTRIAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.6 moNo recordkeeper disclosed
Active participants
1,691
Accounts w/ balance
589
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
27 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
94
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAM INDUSTRIAL SOLUTIONS LLC.
Plan sponsor
Name
CAM INDUSTRIAL SOLUTIONS LLC
EIN
92-2387525
Address
1500 CITYWEST BLVD. · HOUSTON, TX · 77042
Phone
(832) 240-6501
Industry
Engineering Services· Professional & Technical Servicessee 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
2026-01-05
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 27 pooled funds· $33.3M(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
$30.8M
27 holdings
Common Collective Trust
$2.4M
25 holdings
Pooled Separate Account
$140K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Inv Fund | — | — | — | $5.8M | 17.5% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv Fund | — | — | — | $5.6M | 16.9% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv Fund | — | — | — | $4.0M | 12.0% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv Fund | — | — | — | $3.0M | 8.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 7.1% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv Fund | — | — | — | $2.3M | 7.0% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv Fund | — | — | — | $1.7M | 5.2% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $1.7M | 5.1% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv Fund | — | — | — | $1.6M | 4.8% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv Fund | — | — | — | $1.1M | 3.3% | |
| J.P. Morgan Investment Management, Inc. JP Morgan Large Cap Growth R6 Fund | — | — | — | $828K | 2.5% | |
| Participant Loans Interest rates ranging from 4.25% to -0- | — | — | — | $623K | 1.9% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv Fund | — | — | — | $499K | 1.5% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv Fund | — | — | — | $466K | 1.4% | |
| Vanguard Group Vanguard Windsor II Adm Fund | — | — | — | $330K | 1.0% | |
| Vanguard Group Vanguard Target Retirement Income Inv Fund | — | — | — | $237K | 0.7% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv Fund | — | — | — | $208K | 0.6% | |
| Vanguard Group Vanguard Total International Stock Index Admiral Fund | — | — | — | $156K | 0.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $134K | 0.4% | |
| Principal Global Investors Principal Diversified International Separate Account-Z | — | — | — | $134K | 0.4% | |
| J.P. Morgan Investment Management, Inc. JP Morgan Core Bond R6 Fund | — | — | — | $125K | 0.4% | |
| Fidelity Management & Research Co Fidelity Extended Market Index Fund | — | — | — | $102K | 0.3% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $100K | 0.3% | |
| BlackRock Advisors, LLC BlackRock High Yield Portfolio K Fund | — | — | — | $55K | 0.2% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $48K | 0.1% | |
| Vanguard Group Vanguard Real Estate Index Admiral Fund | — | — | — | $44K | 0.1% | |
| Fidelity Management & Research Co Fidelity Inflation-Protection Bond Index Fund | — | — | — | $38K | 0.1% | |
| Victory Capital Management Inc. Victory Integrity Small-Cap Value R6 Fund | — | — | — | $35K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Gabelli Funds LLC Gabelli U.S. Treasury Money Market I Fund | — | — | — | $2K | <0.1% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT STR INC CIT TR I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2015 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CR PL BD CIT P1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Engineering Services plans
USFALCON, INC.
USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST
$33.2M · 242 participants
TOURGEE & ASSOCIATES, INC.
TAI RETIREMENT SAVINGS PLAN
$33.2M · 269 participants
ENGINEERING CONSULTING SVCS, LTD
ENGINEERING CONSULTING SVCS, LTD EMPLOYEE STOCK OWNERSHIP PLAN
$33.2M · 1,999 participants
2H OFFSHORE INC
2H OFFSHORE INC 401K PROFIT SHARING PLAN & TRUST
$33.3M · 75 participants
APT RESEARCH, INC.
A-P-T RESEARCH, INC. 401(K) PLAN
$33.1M · 166 participants
AMENTUM NUCLEAR & ENVIRONMENT HOLDINGS, INC.
URS GOVERNMENT SERVICES GROUP PENSION PLAN
$33.1M · 25 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants