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Original filing (PDF)20251015114545NAL0005975696001
CDR MAGUIRE, INC.
Form 5500
FILING_RECEIVED
CDR COMPANIES 401(K) PLAN
401(k) retirement plan
Active participants
784
Accounts w/ balance
952
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
47 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDR MAGUIRE, INC..
Plan sponsor
Name
CDR MAGUIRE, INC.
EIN
05-0318211
Address
11740 SW 80TH ST STE 102 · MIAMI, FL · 331834822
Phone
(786) 235-8534
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GARCIA ESPINOSA MIYARES RODRIGUEZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH COACH SERVICES CORP | — | WESTON, FL | OTHER | $69K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $17K | — |
Investments
47 direct securities· $36.9M(100% of reported assets)
Uncategorized
$36.1M
46 holdings
Guaranteed Income / GIC
$812K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM Large Cap Growth Class R n/a | — | — | — | $6.7M | 18.1% | |
| PUTNAM Retirement Advantage 2035 Fund XA n/a | — | — | — | $3.1M | 8.5% | |
| PUTNAM Retirement Advantage 2045 Fund XA n/a | — | — | — | $2.2M | 6.1% | |
| PUTNAM Retirement Advantage 2055 Fund XA n/a | — | — | — | $2.1M | 5.6% | |
| Vanguard Growth Index Fund Admiral n/a | — | — | — | $2.0M | 5.4% | |
| Great Gray Great Gray Blended Resrch Core Eqty n/a | — | — | — | $1.6M | 4.2% | |
| American Century Large Cap Value Fund Class R1 n/a | — | — | — | $1.5M | 4.0% | |
| PUTNAM Retirement Advantage 2060 Fund XA n/a | — | — | — | $1.3M | 3.5% | |
| PUTNAM Retirement Advantage 2040 Fund XA n/a | — | — | — | $1.2M | 3.3% | |
| Fidelity Investments Fidelity US Bond Index n/a | — | — | — | $1.1M | 3.0% | |
| PUTNAM Retirement Advantage 2050 Fund XA n/a | — | — | — | $1.1M | 2.9% | |
| PUTNAM Retirement Advantage 2025 Fund XA n/a | — | — | — | $1.0M | 2.8% | |
| Vanguard Total Stock Market Index Fund Admiral n/a | — | — | — | $1.0M | 2.7% | |
| contract value * Empower Funds Key Guaranteed Portfolio Fund n/a | Guaranteed Income / GIC | — | — | $812K | 2.2% | |
| PUTNAM Retirement Advantage 2030 Fund XA n/a | — | — | — | $721K | 2.0% | |
| Great Gray Mid Cap Value Fee Class R1 n/a | — | — | — | $707K | 1.9% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N n/a | — | — | — | $700K | 1.9% | |
| Fidelity Investments Fidelity International Index n/a | — | — | — | $654K | 1.8% | |
| Alta Trust Alta Lord Abbett International Equity n/a | — | — | — | $614K | 1.7% | |
| Fidelity Investments Fidelity 500 Index n/a | — | — | — | $570K | 1.5% | |
| Franklin Small Cap Value Gg Trust Cit R n/a | — | — | — | $538K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index n/a | — | — | — | $527K | 1.4% | |
| DFA US Small Cap Growth Instl n/a | — | — | — | $511K | 1.4% | |
| Vanguard Balanced Index Fund Admiral n/a | — | — | — | $432K | 1.2% | |
| Collective Trusts Alta Trust Alta Federated Mdt Small Cap Core n/a | — | — | — | $388K | 1.1% | |
| PIMCO Income Instl n/a | — | — | — | $372K | 1.0% | |
| Notes receivable from participants; Interest rates * Participant loans ranging from 4.25% to 9.50% -0- | — | — | — | $352K | 1.0% | |
| Vanguard International Growth Fund Admiral n/a | — | — | — | $331K | 0.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral n/a | — | — | — | $299K | 0.8% | |
| American Century American Funds New World R6 n/a | — | — | — | $276K | 0.7% | |
| American Century American Conservative Allocation FD CL 1 n/a | — | — | — | $222K | 0.6% | |
| Vanguard Value Index Fund Admiral n/a | — | — | — | $212K | 0.6% | |
| Great Gray Core Plus Bond Fund Fee Class R1 n/a | — | — | — | $212K | 0.6% | |
| PGIM Global Total Return R6 n/a | — | — | — | $194K | 0.5% | |
| Vanguard Small Cap Value Index Fund Admiral n/a | — | — | — | $191K | 0.5% | |
| Registered investment companies at fair value American Century American Funds Inflation Linked Bd R6 n/a | — | — | — | $188K | 0.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral n/a | — | — | — | $183K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral n/a | — | — | — | $154K | 0.4% | |
| PUTNAM Retirement Adv Maturity Fund XA n/a | — | — | — | $149K | 0.4% | |
| Metlife Reliance Metlife Series 25053 CL 0 | — | — | — | $117K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral n/a | — | — | — | $108K | 0.3% | |
| Forfeitures, unallocated plan assets n/a | — | — | — | $82K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index n/a | — | — | — | $80K | 0.2% | |
| PGIM US Real Estate R6 n/a | — | — | — | $70K | 0.2% | |
| Vanguard Explorer Fund Admiral n/a | — | — | — | $55K | 0.1% | |
| American Century American Moderate Allocation FD CL 1 n/a | — | — | — | $40K | 0.1% | |
| Alta Trust American Aggressive Allocation Fund Class 1 n/a | — | — | — | $4K | <0.1% |
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