How big is Corporate Professional Business Services Inc.'s plan?

Corporate Professional Business Services Inc.'s plan reported $35.9M in assets and 91 participants for 2024.

Original filing (PDF)20250908123658NAL0041449570001

Corporate Professional Business Services Inc.

Name: Corporate Professional Business Services Inc. — Form 5500 Plan 001 (2024)
Creator: Corporate Professional Business Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Corporate Professional Business Services Inc.'s Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan held $35.9M in plan assets for 91 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

29% in single holdingSelf-directed brokerage offered

Active participants

Accounts w/ balance

386

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

Plan identifiers

Corporate Professional Business Services Inc.'s EIN is 06-1467717.

EIN 06-1467717

Plan number 001

Plan year 2024

ACK ID 20250908123658NAL0041449570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Corporate Professional Business Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Corporate Professional Business Services Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORPORATE PROFESSIONAL BUSINESS SERVICES INC..

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CORPORATE PROFESSIONAL BUSINESS SERVICES INC.

EIN

all filings

Address

20 YORK STREET · BENEFITS OFFICE CB101 · NEW HAVEN, CT · 065040000

Phone

(203) 688-2401

Industry

Health Care & Social Assistance

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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$35K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BAKER TILLY US, LLP	30-1413443	—	ACCOUNTANT/AUDITOR	$16K	—

Investments

38 direct securities· $35.9M(100% of reported assets)

Mutual Funds

$27.0M

26 holdings

Common Collective Trusts

$5.8M

4 holdings

Stable Value

$1.5M

1 holding

Self-Directed Brokerage

$731K

1 holding

Other securities

$515K

3 holdings

Bonds / Notes

$209K

1 holding

Common Stocks

$83K

1 holding

U.S. Treasuries

$60K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$32.4M Voya$1.5M American Funds (Capital Group)$731K Invesco$299K JPMorgan$87K

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					% of plan
Fidelity Contrafund K N/R	Mutual Funds	—	—	$10.6M	29.4%
Fidelity 500 Index N/R	Common Collective Trusts	—	—	$5.0M	14.0%
Fidelity Freedom 2040 K N/R	Mutual Funds	—	—	$3.5M	9.8%
Fidelity Freedom 2035 K N/R	Mutual Funds	—	—	$2.4M	6.6%
Fidelity Freedom 2030 K N/R	Mutual Funds	—	—	$1.9M	5.3%
Fully Benefit-Responsive Investment Contract Voya Stable Value Fund Guaranteed investment contract N/R	Stable Value	—	—	$1.5M	4.3%
Fidelity Freedom 2025 K N/R	Mutual Funds	—	—	$1.3M	3.5%
Fidelity Freedom 2020 K N/R	Mutual Funds	—	—	$775K	2.2%
Self-Directed Brokerage Accounts * Fidelity External Fund N/R	Self-Directed Brokerage	—	—	$731K	2.0%
American Funds American Funds Europac Growth R6 N/R	Mutual Funds	—	—	$731K	2.0%
Fidelity Low Priced Stock K N/R	Mutual Funds	—	—	$700K	1.9%
Fidelity Freedom 2045 K N/R	Mutual Funds	—	—	$698K	1.9%
Fidelity Ext Mkt Idx N/R	Common Collective Trusts	—	—	$686K	1.9%
Fidelity Small Cap Index N/R	Mutual Funds	—	—	$653K	1.8%
Fidelity Total Bond N/R	Mutual Funds	—	—	$576K	1.6%
Fidelity Freedom 2050 K N/R	Mutual Funds	—	—	$533K	1.5%
Money Market Fund * Fidelity Treasury Only Money Market N/R	Mutual Funds	—	—	$510K	1.4%
Fidelity Emerging Markets Index N/R	Mutual Funds	—	—	$495K	1.4%
Fidelity Freedom 2015 K N/R	Mutual Funds	—	—	$461K	1.3%
Fidelity Intl Index N/R	Mutual Funds	—	—	$364K	1.0%
Invesco Diversified Dividend R6 N/R	Mutual Funds	—	—	$299K	0.8%
Parnassus Core Eq IS N/R	Other securities	—	—	$283K	0.8%
Participant Loans Interest rate: 4.25% - 9.50% $0	Bonds / Notes	—	—	$209K	0.6%
AMG TimesSquare Mid Cap Growth Z N/R	Other securities	—	—	$145K	0.4%
American Beacon American Beacon Small Cap Value R6 N/R	Mutual Funds	—	—	$142K	0.4%
Fidelity Freedom 2010 K N/R	Mutual Funds	—	—	$132K	0.4%
Fidelity Intm TR Bond Index N/R	Mutual Funds	—	—	$93K	0.3%
Fidelity Freedom 2060 K N/R	Mutual Funds	—	—	$90K	0.3%
JP Morgan JP Morgan Emerging Markets EQ R6 N/R	Other securities	—	—	$87K	0.2%
Cohen & Steers Cohen & Steers Inst Realty Shs N/R	Common Stocks	—	—	$83K	0.2%
Fidelity Freedom 2055 K N/R	Mutual Funds	—	—	$70K	0.2%
Fidelity Inflat Prot Bond N/R	U.S. Treasuries	—	—	$60K	0.2%
Fidelity US Bond Idx N/R	Common Collective Trusts	—	—	$50K	0.1%
Fidelity Real Estate Idx N/R	Common Collective Trusts	—	—	$15K	<0.1%
Fidelity Freedom Income K N/R	Mutual Funds	—	—	$9K	<0.1%
Fidelity Freedom 2065 K N/R	Mutual Funds	—	—	$6K	<0.1%
Fidelity Balanced N/R	Mutual Funds	—	—	$5K	<0.1%
Fidelity Cash Reserves Fidelity Fund N/R	Mutual Funds	—	—	$1K	<0.1%

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