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Original filing (PDF)20251202145613NAL0006171939001
CARBON TOPCO, INC.
Form 5500
FILING_RECEIVED
AXILLON AEROSPACE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.5 moNo recordkeeper disclosed
Active participants
1,137
Accounts w/ balance
1,355
Plan assets (EOY)
$105.2M
Net assets (EOY)
$105.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
22 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
98
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARBON TOPCO, INC..
Plan sponsor
Name
CARBON TOPCO, INC.
EIN
99-4576537
Address
1400 JAMIKE AVENUE · ERLANGER, KY · 41018
Phone
(704) 936-9813
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-12-31
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 direct securities · 13 pooled funds· $105.0M(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.
Common Collective Trust
$85.4M
13 holdings
Uncategorized
$19.6M
8 holdings
Common Stocks
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | 901,894.425 | $14.5M | $14.5M | 13.8% | |
| FID 500 INDEX | — | 54,059.926 | $11.0M | $11.0M | 10.5% | |
| TRP RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | 707,140.714 | $10.9M | $10.9M | 10.4% | |
| TRP RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | 632,953.867 | $10.6M | $10.6M | 10.1% | |
| TRP RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | 548,301.466 | $9.5M | $9.5M | 9.0% | |
| TRP RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | 483,770.969 | $8.6M | $8.6M | 8.2% | |
| TRP RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | 546,794.858 | $8.0M | $8.0M | 7.6% | |
| TRP RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | 410,616.88 | $7.3M | $7.3M | 7.0% | |
| TRP RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | 316,975.526 | $5.7M | $5.7M | 5.4% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $4.7M | 4.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | 4,131,146.77 | $4.1M | $4.1M | 3.9% | |
| TRP RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | 122,756.392 | $2.3M | $2.3M | 2.2% | |
| TRP RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | 131,406.421 | $2.0M | $2.0M | 1.9% | |
| FID SM CAP IDX | — | 57,451.708 | $1.6M | $1.6M | 1.5% | |
| TRP RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | 67,566.138 | $1.0M | $1.0M | 1.0% | |
| FID US BOND IDX | — | 84,379.212 | $862K | $862K | 0.8% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | 79,636.887 | $751K | $751K | 0.7% | |
| MFS INTL DIVRSN R6 | — | 24,596.629 | $562K | $562K | 0.5% | |
| FID MID CAP IDX | — | 14,856.681 | $502K | $502K | 0.5% | |
| FID TOTAL INTL IDX | — | 15,447.884 | $207K | $207K | 0.2% | |
| CASH | — | — | $71K | $71K | <0.1% | |
| COMMON STOCK | Common Stocks | — | $27K | $29K | <0.1% |
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