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Original filing (PDF)20251014075719NAL0002363729001
J.C. CANNISTRARO, LLC.
Form 5500
FILING_RECEIVED
J.C. CANNISTRARO, LLC. 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
330
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
39 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.C. CANNISTRARO, LLC..
Plan sponsor
Name
J.C. CANNISTRARO, LLC.
EIN
04-2313282
Address
201 JONES ROAD · WALTHAM, MA · 02451
Phone
(617) 926-0092
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $63K | — |
| HUB INTERNATIONAL NEW ENGLAND | — | WILMINGTON, MA | INVESTMENT ADVISOR | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMNT | $17K | — |
Investments
39 direct securities· $32.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual fund | — | — | — | $3.7M | 11.1% | |
| T. ROWE PRICE RETIREMENT 2040 FUND Mutual fund | — | — | — | $3.2M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2055 FUND Mutual fund | — | — | — | $2.5M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2050 FUND Mutual fund | — | — | — | $2.4M | 7.1% | |
| FIDELITY ADVISOR EQUITY GROWTH Z Mutual fund | — | — | — | $2.1M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2035 FUND Mutual fund | — | — | — | $2.1M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2060 FUND Mutual fund | — | — | — | $1.4M | 4.2% | |
| AMG YACKTMAN FOCUSED I Mutual fund | — | — | — | $1.4M | 4.2% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual fund | — | — | — | $1.2M | 3.6% | |
| MFS GROWTH R6 Mutual fund | — | — | — | $1.1M | 3.4% | |
| FIDELITY EXTENDED MARKET INDEX Mutual fund | — | — | — | $1.1M | 3.4% | |
| MFS INTERNATIONAL INTRINSIC VALUE R6 Mutual fund | — | — | — | $1.1M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2045 FUND Mutual fund | — | — | — | $1.1M | 3.2% | |
| MFS VALUE R6 Mutual fund | — | — | — | $829K | 2.5% | |
| PUTNAM SMALL CAP GROWTH R6 Mutual fund | — | — | — | $785K | 2.4% | |
| JPMORGAN MID CAP VALUE L Mutual fund | — | — | — | $764K | 2.3% | |
| T. ROWE PRICE RETIREMENT 2030 FUND Mutual fund | — | — | — | $690K | 2.1% | |
| T. ROWE PRICE MID-CAP GROWTH I Mutual fund | — | — | — | $579K | 1.7% | |
| FIDELITY US BOND INDEX Mutual fund | — | — | — | $576K | 1.7% | |
| INVESCO DEVELOPING MARKETS R6 Mutual fund | — | — | — | $561K | 1.7% | |
| PIMCO TOTAL RETURN INSTL Mutual fund | — | — | — | $468K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual fund | — | — | — | $442K | 1.3% | |
| Participants 4.25% – 9.50% maturing through 2054 | — | — | — | $350K | 1.1% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual fund | — | — | — | $345K | 1.0% | |
| FIDELITY SMALL CAP INDEX Mutual fund | — | — | — | $336K | 1.0% | |
| Great-West Life & Annuity Company * KEY GUARANTEED PORTFOLIO FUND Guaranteed investment contract | — | — | — | $321K | 1.0% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual fund | — | — | — | $295K | 0.9% | |
| PGIM GLOBAL REAL ESTATE R6 Mutual fund | — | — | — | $206K | 0.6% | |
| PIMCO DIVERSIFIED INC INSTL Mutual fund | — | — | — | $142K | 0.4% | |
| PIMCO LONG-TERM REAL RETURN INST Mutual fund | — | — | — | $107K | 0.3% | |
| MACQUARIE HIGH INCOME INSTITUTIONAL Mutual fund | — | — | — | $98K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2025 FUND Mutual fund | — | — | — | $56K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2020 FUND Mutual fund | — | — | — | $48K | 0.1% | |
| PIMCO GLOBAL BOND OPPS (USD-HEDGED) INST Mutual fund | — | — | — | $42K | 0.1% | |
| VANGUARD GNMA ADM Mutual fund | — | — | — | $37K | 0.1% | |
| FIDELITY ADVISOR FLOATING RATE HI INC I Mutual fund | — | — | — | $32K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 FUND Mutual fund | — | — | — | $22K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 FUND Mutual fund | — | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED FUND Mutual fund | — | — | — | $6K | <0.1% |