Back to filter
Original filing (PDF)20250922114721NAL0004666833002
CELESTICA PRECISION MACHINING
Form 5500
FILING_RECEIVED
CELESTICA PRECISION MACHINING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
289
Accounts w/ balance
365
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
24 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELESTICA PRECISION MACHINING.
Plan sponsor
Name
CELESTICA PRECISION MACHINING
EIN
94-1566433
Address
49235 MILMONT DRIVE · FREMONT, CA · 94538
Phone
(510) 770-5100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY RETIREMENT SERVICES | 27-2233898 | — | NONE | $36K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
24 direct securities· $18.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Select S Fund " | — | — | — | $2.7M | 14.8% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $2.5M | 13.7% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $2.4M | 13.0% | |
| Schwab Bank Savings Fund " | — | — | — | $1.8M | 10.1% | |
| Vanguard US Growth Fund Admiral Shares " | — | — | — | $1.4M | 7.9% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $931K | 5.1% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $908K | 5.0% | |
| T. Rowe Price Mid-Cap Growth Fund " | — | — | — | $734K | 4.1% | |
| JPMorgan Mid Cap Value Fund R6 " | — | — | — | $731K | 4.0% | |
| MFS Value Fund R4 " | — | — | — | $561K | 3.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares " | — | — | — | $514K | 2.8% | |
| Schwab Small Cap Index Select Fund " | — | — | — | $496K | 2.7% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $426K | 2.4% | |
| Schwab International Index Fund " | — | — | — | $408K | 2.3% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $399K | 2.2% | |
| Dodge & Cox International Stock Fund X Mutual fund | — | — | — | $296K | 1.6% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $266K | 1.5% | |
| Vanguard Intermediate Bond Index Fund Admiral Shares " | — | — | — | $214K | 1.2% | |
| Harbor Bond Fund Institutional Shares " | — | — | — | $204K | 1.1% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $117K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral Shares " | — | — | — | $84K | 0.5% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $4K | <0.1% |