Filings through Sep 24, 2026.

Retirement plan

C & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and Trust

Name: C & A TOOL ENGINEERING, INC. - C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST (2024) Form 5500
Creator: C & A TOOL ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST, C & A TOOL ENGINEERING, INC.

C & a Tool Engineering, Inc.EIN 35-1413147Plan #001PY 2024

4100 NORTH US HIGHWAY 33 - CHURUBUSCO, IN 46723260-693-2167

Prospect flagsFew collective trustsFund lineup: 24 funds, $44.6M

Top hat statement on fileNQDC

Filed October 19, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$44.6M

+8.8% from 2023

Total participants

633

-1.6% from 2023

Average account balance

$80,809

+10.0% from 2023

Annual return

12.66%

-2.26 pp from 2023

Benchmarks

See 2,389 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,389 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$76,310
PHILLIPS FINANCIAL MANAGEMENT LLC5 years Service code 27 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804	Advisory (Plan)	$30,677
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036	Advisory (Plan)	$12,019

Fund lineup

CSV with Pro

24 funds of $250K or more; 21 lines in all, holding $44.6M of the plan's $44.6M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds48%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series21%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$9.6M	21.4%
Lincoln Stable Value Account Lincoln Financial · Insurance contract	Lincoln Financial	Insurance contract	$7.1M	16.0%
Fidelity Contrafund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$4.4M	9.8%
Vanguard Life Strategy Growth Vanguard · Mutual fund	Vanguard	Mutual fund	$4.1M	9.2%
Vanguard 500 Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.0M	9.0%
Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund	Vanguard	Mutual fund	$2.3M	5.0%
Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.2M	5.0%
Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund	BlackRock	Mutual fund	$2.2M	4.9%
Vanguard Value Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.0M	4.6%
Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.1M	2.5%

See the other 11 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$104K

$185 / participant

Recordkeeping$104K100.0%

% of EOY assets

0.233%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DULIN, WARD & DEWALD, INC.
Auditor EIN: 351344820
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$76,310

PHILLIPS FINANCIAL MANAGEMENT LLC5 years

Service code 27

6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804

Advisory (Plan)

$30,677

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY

Service code 27

1585 BROADWAY · NEW YORK, NY 10036

Advisory (Plan)

$12,019

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$9.6M

21.4%

Lincoln Stable Value Account

Lincoln Financial · Insurance contract

$7.1M

16.0%

Fidelity Contrafund

Fidelity (FMR) · Mutual fund

$4.4M

9.8%

Vanguard Life Strategy Growth

Vanguard · Mutual fund

$4.1M

9.2%

Vanguard 500 Index Fund

Vanguard · Mutual fund

Index

$4.0M

9.0%

Vanguard Life Strategy Moderate Growth Fund

Vanguard · Mutual fund

$2.3M

5.0%

Vanguard Mid-Cap Index Fund

Vanguard · Mutual fund

Index

$2.2M

5.0%

Blackrock Mid Cap Growth Equity Portfolio

BlackRock · Mutual fund

$2.2M

4.9%

Vanguard Value Index Fund

Vanguard · Mutual fund

Index

$2.0M

4.6%

Vanguard Small-Cap Value Index Fund

Vanguard · Mutual fund

Index

$1.1M

2.5%

C & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and Trust

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and Trust

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion