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Original filing (PDF)20251013082248NAL0001517856001
COMPTIA
Form 5500
FILING_RECEIVED
COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
441
Accounts w/ balance
544
Plan assets (EOY)
$84.9M
Net assets (EOY)
$84.9M
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)
94
/ 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
100
Participation health
100
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 COMPTIA.
Plan sponsor
Name
COMPTIA
EIN
06-1058206
Address
1 MID AMERICA PLAZA · SUITE 300 · OAKBROOK TERRACE, IL · 601814703
Phone
(630) 234-5629
Industry
Other Services (ex. Public Admin)see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
Investments
34 direct securities· $84.9M(100% of reported assets)
Uncategorized
$84.6M
33 holdings
Mutual Funds
$286K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $15.0M | 17.7% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $7.9M | 9.3% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $6.4M | 7.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $6.0M | 7.1% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $5.9M | 6.9% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $5.2M | 6.2% | |
| Janus Capital Group, Inc. Janus Advisor Forty Fund | — | — | — | $4.6M | 5.4% | |
| Money Market Funds * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $4.3M | 5.1% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $4.1M | 4.8% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | — | — | — | $3.0M | 3.5% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $2.9M | 3.4% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $2.6M | 3.0% | |
| Columbia Management Columbia Select Mid Cap Value Fund | — | — | — | $2.4M | 2.8% | |
| Fidelity Investments Thornburg International Value Fund | — | — | — | $1.7M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $1.5M | 1.8% | |
| PIMCO Investments PIMCO Total Return Fund | — | — | — | $1.3M | 1.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.3M | 1.5% | |
| Fidelity Investments Fidelity Capital & Income Fund | — | — | — | $1.2M | 1.4% | |
| Janus Capital Group, Inc. Janus Triton Fund | — | — | — | $1.0M | 1.2% | |
| Vanguard MidCap Growth Index | — | — | — | $988K | 1.2% | |
| Fidelity Investments Fidelity Government Income Fund | — | — | — | $908K | 1.1% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $886K | 1.0% | |
| maturities through March 2033) | — | — | — | $847K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $742K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $642K | 0.8% | |
| Fidelity Investments Fidelity Floating Rate High Income Fund | — | — | — | $342K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $289K | 0.3% | |
| American Century Investments American Century Real Estate Fund | Mutual Funds | — | — | $286K | 0.3% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $207K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $199K | 0.2% | |
| American Century Investments American Century Inflation-Adjusted Bond Fund | — | — | — | $163K | 0.2% | |
| Brokerage Link Brokerage Link | — | — | — | $60K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $33K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $14K | <0.1% |
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