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Original filing (PDF)20251003050453NAL0001055265001
CAN CAPITAL INC.
Form 5500
FILING_RECEIVED
CAN CAPITAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
128
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAN CAPITAL INC..
Plan sponsor
Name
CAN CAPITAL INC.
EIN
06-1508068
Address
1850 PARKWAY PL · SUITE 1150 · MARIETTA, GA · 30067
Phone
(678) 239-3858
Industry
Management of Companies / Holdingssee 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
2025-10-03
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
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | JERICHO, NY | ADVISOR | $0 | — |
Investments
23 direct securities · 1 pooled fund· $7.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$6.8M
23 holdings
Common Collective Trust
$955K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 18.2% | |
| AMERFDS 2060 TARG DATE RET-R4 620 REGISTERED INVESTMENT COMPANY AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.0M | 13.3% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $955K | 12.2% | |
| AMERICAN FUNDS NEW PERSPECT R5 | Registered Investment Companies | — | — | $490K | 6.3% | |
| AMERFUNDS AMER BALANCED - R5 | Registered Investment Companies | — | — | $433K | 5.5% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $432K | 5.5% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $423K | 5.4% | |
| ALLSPRING DISC SMALL CAP R6 | Registered Investment Companies | — | — | $342K | 4.4% | |
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $330K | 4.2% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $297K | 3.8% | |
| JPMORGAN MID CAP GROWTH R4 | Registered Investment Companies | — | — | $259K | 3.3% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $244K | 3.1% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $234K | 3.0% | |
| EATON VANCE INCOME FD OF BOS-A | Registered Investment Companies | — | — | $186K | 2.4% | |
| AB SUSTAIN GLB THEMATIC GR A | Registered Investment Companies | — | — | $170K | 2.2% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $120K | 1.5% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $105K | 1.3% | |
| AMERICAN MUTUAL FUND CL R5 | Registered Investment Companies | — | — | $103K | 1.3% | |
| EATON VANCE WORLDWIDE HEALTH-A | Registered Investment Companies | — | — | $79K | 1.0% | |
| AMER FUNDS CAPL WRLD BND R4 | Registered Investment Companies | — | — | $35K | 0.4% | |
| VANGUARD CORE BOND FUND - ADM | Registered Investment Companies | — | — | $34K | 0.4% | |
| INVESCO CORPORATE BOND A | Registered Investment Companies | — | — | $30K | 0.4% | |
| VAN WINDSOR II FUND - INV | Registered Investment Companies | — | — | $16K | 0.2% | |
| VAN WELLINGTON FUND - INV | Registered Investment Companies | — | — | $9K | 0.1% |
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