Back to filter
Original filing (PDF)20251014104715NAL0003679600001
KLINGBERG COMPREHENSIVE PROGRAM SERVICES, INC.
Form 5500
FILING_RECEIVED
KLINGBERG COMPREHENSIVE PROGRAM SERVICES INC. 401(K) THRIFT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
281
Accounts w/ balance
289
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLINGBERG COMPREHENSIVE PROGRAM SERVICES, INC..
Plan sponsor
Name
KLINGBERG COMPREHENSIVE PROGRAM SERVICES, INC.
EIN
06-0688316
Address
370 LINWOOD STREET · NEW BRITAIN, CT · 060521949
Phone
(860) 224-9113
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
KLINGBERG COMPREHENSIVE PROGRAM SERVICES, INC.
EIN
06-0688316
City
NEW BRITAIN, CT
Phone
(860) 224-9113
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $64K | — |
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $22K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $15.6M(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.
Uncategorized
$15.4M
24 holdings
Common Collective Trust
$251K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Star Fund Mutual Fund | — | — | — | $1.8M | 11.8% | |
| American Fund 2050 Target Date Retirement Mutual Fund | — | — | — | $1.7M | 11.3% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $1.6M | 10.6% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $1.6M | 10.2% | |
| American Fund 2040 Target Date Retirement Mutual Fund | — | — | — | $1.5M | 9.5% | |
| American Fund 2030 Target Date Retirement Mutual Fund | — | — | — | $1.4M | 8.9% | |
| American Fund 2020 Target Date Retirement Mutual Fund | — | — | — | $1.1M | 6.8% | |
| MFS Mid Cap Growth CL R6 Mutual Fund | — | — | — | $894K | 5.8% | |
| Vanguard 500 Index Signal Fund Mutual Fund | — | — | — | $822K | 5.3% | |
| American Funds Capital World Mutual Fund | — | — | — | $767K | 5.0% | |
| American Fund 2060 Target Date Retirement Mutual Fund | — | — | — | $490K | 3.2% | |
| Participants Participant Loans Rates of 3.25% to 8.50% - | — | — | — | $260K | 1.7% | |
| Common and Collective Trust * Reliance Trust Stable Value Fund Common and Collective Trust | — | — | — | $251K | 1.6% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 010 | Common Collective Trust | — | — | $251K | 1.6% | |
| Vanguard Small Cap Index Signal Mutual Fund | — | — | — | $228K | 1.5% | |
| American Fund 2010 Target Date Retirement Mutual Fund | — | — | — | $199K | 1.3% | |
| Columbia Mid Cap Value Class A Mutual Fund | — | — | — | $185K | 1.2% | |
| NB Socially Responsive Fund Mutual Fund | — | — | — | $153K | 1.0% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $144K | 0.9% | |
| Europacific Growth Fund Mutual Fund | — | — | — | $136K | 0.9% | |
| Vanguard Real Estate Index Admiral Shares Mutual Fund | — | — | — | $60K | 0.4% | |
| Vanguard Emerging Markets Stk Indx Signal Mutual Fund | — | — | — | $59K | 0.4% | |
| Calvert Social Investment Bond Fund Cl A Mutual Fund | — | — | — | $32K | 0.2% | |
| PIMCO Commodity Real Return Strat A Mutual Fund | — | — | — | $30K | 0.2% | |
| Vanguard Inflation Protected Securities Fund Mutual Fund | — | — | — | $3K | <0.1% |
Related plans
Other plans using USI CONSULTING GROUP, INC.
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
$2.8B · 3,184 participants
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH PENSION PLAN
$2.8B · 26,078 participants
UT-BATTELLE, LLC
PENSION PLAN FOR EMPLOYEES AT ORNL
$2.4B · 6,785 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size Health Care & Social Assistance plans
LAWRENCE COUNTY SOCIAL SERVICES, INC.
LAWRENCE COUNTY SOCIAL SERVICES, INC. RETIREMENT PLAN
$15.4M · 185 participants
HOSPICE OF THE CHESAPEAKE, INC.
EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE
$15.4M · 350 participants
GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.
GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN
$15.4M · 1,235 participants
SAN ANTONIO LIGHTHOUSE FOR THE
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN ANTONIO LIGHTHOUSE FOR THE BLIND
$15.4M · 433 participants
LYCOMING-CLINTON COUNTIES COMM. FOR COMMUNITY ACTION (STEP), INC.
STEP, INC. 403(B) PLAN
$15.5M · 297 participants
BOYS & GIRLS CLUBS OF SAN FRANCISCO
BOYS & GIRLS CLUBS OF SAN FRANCISCO RETIREMENT PLAN
$15.3M · 190 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B