Back to filter
Original filing (PDF)20240930110238NAL0002574435001
CALE AMERICA, INC.
Form 5500-SF
FILING_RECEIVED
THE ARCHITECT 401(K)PLAN - CALE AMERICA INC
401(k) retirement plan
Active participants
41
Accounts w/ balance
24
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALE AMERICA, INC..
Plan sponsor
Name
CALE AMERICA, INC.
EIN
99-0371099
Address
13808 MONROES BUSINESS PARK · TAMPA, FL · 33635
Phone
(813) 405-3900
Industry
Manufacturingsee all
Plan administrator
Name
THE FINWAY GROUP
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
Pension benefit codes
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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
HYDRAULICIRCUIT TECHNOLOGY LLC
HYDRAULICIRCUIT TECHNOLOGY LLC 401K PLAN
$2.3M · 40 participants
AMERICAN INTERNATIONAL MANUFACTURERS CO., INC.
A.I.M. RETIREMENT BENEFIT PROGRAM
$2.3M · 9 participants
CENTURY GASKET CORPORATION
CENTURY GASKET CORPORATION 401(K) PLAN
$2.3M · 8 participants
SHAMROCK PLASTICS, INC.
SHAMROCK PLASTICS, INC. 401(K) PLAN
$2.3M · 14 participants
WILSON WALTON INTERNATIONAL IN
WILSON WALTON INTERNATIONAL IN 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 27 participants
ULTRA INCORPORATED
ULTRA FIBERGLASS SYSTEMS 401(K) PLAN
$2.3M · 30 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants