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Original filing (PDF)20250603140955NAL0029656034001
COMPOSITE MODULES, INC.
Form 5500
FILING_RECEIVED
COMPOSITE MODULES, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
166
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
27 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "John Hancock Life Insurance * Company ("JHLIC") JH Multimanager Balanced LS" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPOSITE MODULES, INC..
Plan sponsor
Name
COMPOSITE MODULES, INC.
EIN
04-2504184
Address
15446 FLIGHT PATH DR. · BROOKSVILLE, FL · 34604
Phone
(508) 226-0420
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACCELL CPA & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | BUFFALO, NY | RECORDKPR | $1K | — |
Investments
1 direct security · 27 pooled funds· $2.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$2.2M
27 holdings
Uncategorized
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $741K | 32.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $225K | 9.9% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $219K | 9.6% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $183K | 8.0% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 7.1% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 5.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 4.2% | |
| FIDELITY NASDAQ COMPOSITE IDX JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $89K | 3.9% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $71K | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 2.5% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 2.2% | |
| Pimco Real Return 247 * Participant loans Interest rates ranging from 5.25% to 10.5% -0- | — | — | — | $45K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 1.7% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 1.7% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.7% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.7% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.4% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| T.ROWE PRICE SML CAP VAL JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE CO(USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247 | <0.1% |
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