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Original filing (PDF)20250917100940NAL0000177107001
CNC SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CNC SOFTWARE, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
275
Plan assets (EOY)
$62.2M
Net assets (EOY)
$62.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 CNC SOFTWARE, INC..
Plan sponsor
Name
CNC SOFTWARE, INC.
EIN
04-2835042
Address
671 OLD POST ROAD · TOLLAND, CT · 06084
Phone
(860) 858-6335
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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISORY | $0 | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
Investments
34 direct securities· $61.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2035 Fd Mutual Fund | — | — | — | $13.3M | 21.5% | |
| Vangrd Trgt Retire 2030 Fd Mutual Fund | — | — | — | $10.2M | 16.4% | |
| Vangrd Trgt Retire 2045 Fd Mutual Fund | — | — | — | $5.4M | 8.7% | |
| Vangrd Trgt Retire 2050 Fd Mutual Fund | — | — | — | $4.9M | 7.9% | |
| Vangrd Trgt Retire 2025 Fd Mutual Fund | — | — | — | $4.5M | 7.3% | |
| Vangrd 500 Index Fund Adm Mutual Fund | — | — | — | $3.3M | 5.3% | |
| Vangrd Trgt Retire 2040 Fd Mutual Fund | — | — | — | $3.1M | 5.0% | |
| AB Large Cap Grw Fnd Z Mutual Fund | — | — | — | $2.7M | 4.3% | |
| Vangrd Trgt Retire 2020 Fd Mutual Fund | — | — | — | $2.2M | 3.6% | |
| Vangrd Trgt Retire 2055 Fd Mutual Fund | — | — | — | $2.1M | 3.3% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $1.6M | 2.5% | |
| American Funds Nw Prspctv R6 Mutual Fund | — | — | — | $958K | 1.5% | |
| Vangrd Trgt Retire Inc Fd Mutual Fund | — | — | — | $893K | 1.4% | |
| American Funds Amer Mutual R6 Mutual Fund | — | — | — | $893K | 1.4% | |
| Vangrd Small-Cap Index Fnd Adm Mutual Fund | — | — | — | $663K | 1.1% | |
| American Funds EuroPacific R6 Mutual Fund | — | — | — | $592K | 1.0% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Fund | — | — | — | $561K | 0.9% | |
| PIMCO Income Fund Ins Mutual Fund | — | — | — | $467K | 0.8% | |
| Vangrd Infl-Prt Secs Fund Adm Mutual Fund | — | — | — | $453K | 0.7% | |
| Vangrd Trgt Retire 2060 Fd Mutual Fund | — | — | — | $412K | 0.7% | |
| Pioneer Fund K Mutual Fund | — | — | — | $396K | 0.6% | |
| PGIM Total Return Bond Fund R6 Mutual Fund | — | — | — | $374K | 0.6% | |
| PGIM Short-Term Corp Bond F R6 Mutual Fund | — | — | — | $311K | 0.5% | |
| Amana Growth Fund Ins Mutual Fund | — | — | — | $257K | 0.4% | |
| Gldmn Sachs Int Sm Cp Ins F R6 Mutual Fund | — | — | — | $242K | 0.4% | |
| Victory Sycmr Est Vl Fd R6 Mutual Fund | — | — | — | $198K | 0.3% | |
| Neuberg Berm Genesis Fund R6 Mutual Fund | — | — | — | $134K | 0.2% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Mutual Fund | — | — | — | $113K | 0.2% | |
| AB Global Bond Fund Z Mutual Fund | — | — | — | $73K | 0.1% | |
| Eaton Vance Atl Cp SMIDCp F R6 Mutual Fund | — | — | — | $68K | 0.1% | |
| Goldman Sachs Intl Eq ESG F R6 Mutual Fund | — | — | — | $46K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Mutual Fund | — | — | — | $31K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Mutual Fund | — | — | — | $29K | <0.1% | |
| Azzad Wise Capital Fund Mutual Fund | — | — | — | $28K | <0.1% |