How big is CNC Software, LLC's plan?

CNC Software, LLC's plan reported $71.2M in assets and 336 participants for 2025.

Original filing (PDF)20260423093150NAL0002457059001

CNC Software, LLC

Name: CNC Software, LLC — CNC Software, LLC Profit Sharing, Form 5500 (2025)
Creator: CNC Software, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CNC Software, LLC Profit Sharing Plan

401(k) retirement plan · CNC Software, LLC's CNC Software, LLC Profit Sharing Plan held $71.2M in plan assets for 336 participants in 2025.

Signals · 1

No recordkeeper disclosed

Active participants

336

Accounts w/ balance

326

Plan assets (EOY)

$71.2M

Net assets (EOY)

$71.2M

People on this filing

Karen Gibbs signed CNC Software, LLC's 2025 Form 5500 as plan administrator.

Karen Gibbs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CNC Software, LLC's EIN is 04-2835042.

EIN 04-2835042

Plan number 001

Plan year 2025

ACK ID 20260423093150NAL0002457059001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CNC Software, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CNC Software, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CNC SOFTWARE, LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

CNC SOFTWARE, LLC

EIN

all filings

Address

671 OLD POST ROAD · TOLLAND, CT · 06084

Phone

(860) 858-6335

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS, LLC	41-1416330	—	INVESTMENT ADVISORY	$0	—
MORNINGSTAR	36-3297908	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCP RETIREMENT SERVICES LLC	—

Investments

35 direct securities· $71.2M(100% of reported assets)

Other securities

$57.7M

25 holdings

Common Collective Trusts

$6.6M

2 holdings

Mutual Funds

$3.9M

4 holdings

Stable Value

$1.6M

1 holding

Common Stocks

$1.5M

2 holdings

U.S. Treasuries

$10K

1 holding

					% of plan
Vangrd Trgt Retire 2030 Fd Mutual Fund	Other securities	—	—	$12.5M	17.6%
Vangrd Trgt Retire 2035 Fd Mutual Fund	Other securities	—	—	$12.3M	17.3%
Vangrd Trgt Retire 2045 Fd Mutual Fund	Other securities	—	—	$7.0M	9.8%
Vangrd 500 Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$5.9M	8.3%
Vangrd Trgt Retire 2050 Fd Mutual Fund	Other securities	—	—	$5.5M	7.8%
Vangrd Trgt Retire 2025 Fd Mutual Fund	Other securities	—	—	$4.6M	6.5%
Vangrd Trgt Retire 2040 Fd Mutual Fund	Other securities	—	—	$3.8M	5.3%
Vangrd Trgt Retire 2055 Fd Mutual Fund	Other securities	—	—	$3.0M	4.2%
Vangrd Trgt Retire 2020 Fd Mutual Fund	Other securities	—	—	$2.5M	3.5%
AB Large Cap Grw Fnd Z Mutual Fund	Other securities	—	—	$2.4M	3.4%
American Funds EuroPacific R6 Mutual Fund	Mutual Funds	—	—	$1.6M	2.3%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$1.6M	2.2%
Vangrd Trgt Retire Inc Fd Mutual Fund	Common Stocks	—	—	$1.2M	1.7%
American Funds Amer Mutual R6 Mutual Fund	Mutual Funds	—	—	$1.0M	1.4%
Vangrd Trgt Retire 2060 Fd Mutual Fund	Other securities	—	—	$821K	1.2%
Vangrd Small-Cap Index Fnd Adm Mutual Fund	Other securities	—	—	$728K	1.0%
American Funds Nw Prspctv R6 Mutual Fund	Mutual Funds	—	—	$704K	1.0%
Amana Growth Fund Ins Mutual Fund	Other securities	—	—	$675K	0.9%
Vangrd Mid-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$663K	0.9%
PIMCO Income Fund Ins Mutual Fund	Mutual Funds	—	—	$577K	0.8%
Vangrd Infl-Prt Secs Fund Adm Mutual Fund	Other securities	—	—	$487K	0.7%
Gldmn Sachs Int Sm Cp Ins F R6 Mutual Fund	Other securities	—	—	$437K	0.6%
PGIM Total Return Bond Fund R6 Mutual Fund	Other securities	—	—	$426K	0.6%
PGIM Short-Term Corp Bond F R6 Mutual Fund	Common Stocks	—	—	$283K	0.4%
AB Global Bond Fund Z Mutual Fund	Other securities	—	—	$89K	0.1%
Vangrd Trgt Retire 2065 Fd Mutual Fund	Other securities	—	—	$78K	0.1%
Eaton Vance Atl Cp SMIDCp F R6 Mutual Fund	Other securities	—	—	$70K	<0.1%
Victory Sycmr Est Vl Fd R6 Mutual Fund	Other securities	—	—	$59K	<0.1%
Vangrd Sm-Cap Vl Index Fnd Adm Mutual Fund	Other securities	—	—	$59K	<0.1%
Vict Pioneer Fund R6 Mutual Fund	Other securities	—	—	$42K	<0.1%
Azzad Wise Capital Fund Mutual Fund	Other securities	—	—	$30K	<0.1%
Vangrd Trgt Retire 2070 Fd Mutual Fund	Other securities	—	—	$26K	<0.1%
Neuberg Berm Genesis Fund R6 Mutual Fund	Other securities	—	—	$19K	<0.1%
Goldman Sachs Intl Eq ESG F R6 Mutual Fund	Other securities	—	—	$14K	<0.1%
Calvert Bond Fund R6 Mutual Fund ** 149 * Voya Gv Mny Mkt F A (Hld Acct) Money Market Fund	U.S. Treasuries	—	—	$10K	<0.1%