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Original filing (PDF)20251009153123NAL0003704467001
CUSTOM COMPUTER SPECIALISTS, LLC
Form 5500
FILING_RECEIVED
CUSTOM COMPUTER SPECIALISTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
340
Accounts w/ balance
466
Plan assets (EOY)
$42.8M
Net assets (EOY)
$42.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOM COMPUTER SPECIALISTS, LLC.
Plan sponsor
Name
CUSTOM COMPUTER SPECIALISTS, LLC
EIN
11-2497640
Address
70 SUFFOLK COURT · HAUPPAUGE, NY · 11788
Phone
(631) 864-6699
Industry
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $1K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $44.7M(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
$42.8M
31 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Growth Index Fund Adm Registered Investment Company | — | — | — | $6.9M | 16.1% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | — | — | — | $3.9M | 9.0% | |
| Fidelity Small Cap Grw K6 Fnd Registered Investment Company | — | — | — | $3.3M | 7.6% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | — | — | — | $2.9M | 6.9% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $2.6M | 6.1% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | — | — | — | $1.9M | 4.4% | |
| METLIFE STABLE VALUE FUND - CLASS J METLIFE GROUP ANNUITY CONTRACT · EIN 26-0142858 / PN 004 | Common Collective Trust | — | — | $1.9M | 4.4% | |
| MetLife SV Solutions Fund J Common Collective Trust | — | — | — | $1.9M | 4.4% | |
| Loomis Sayles Glbl Alloc Fd N Registered Investment Company | — | — | — | $1.6M | 3.8% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.6M | 3.8% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $1.6M | 3.7% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.5M | 3.4% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.3M | 3.0% | |
| Vangrd ShTrm Crp Bd In Fd Adm Registered Investment Company | — | — | — | $1.2M | 2.9% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $1.2M | 2.9% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $1.1M | 2.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $1.1M | 2.6% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.1M | 2.5% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | — | — | — | $972K | 2.3% | |
| Dodge & Cox Income Fund X Registered Investment Company | — | — | — | $938K | 2.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $911K | 2.1% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $787K | 1.8% | |
| TRwPr Divers MCap Grw Fd I Registered Investment Company | — | — | — | $630K | 1.5% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $612K | 1.4% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $364K | 0.8% | |
| party date,rate of interest, collateral, par, or maturity date Cohen&Steers Real Est S Fd Z Registered Investment Company | — | — | — | $250K | 0.6% | |
| Vangrd SmlCp Indx Fd Admiral Registered Investment Company | — | — | — | $215K | 0.5% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $186K | 0.4% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $135K | 0.3% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $74K | 0.2% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | — | — | — | $25K | <0.1% | |
| Voya Gov Money Market Port I Registered Investment Company | — | — | — | $7K | <0.1% |