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Original filing (PDF)20251015151803NAL0005267121001
CHEMBIO DIAGNOSTIC SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CHEMBIO DIAGNOSTIC SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
151
Accounts w/ balance
170
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index Fund" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEMBIO DIAGNOSTIC SYSTEMS, INC..
Plan sponsor
Name
CHEMBIO DIAGNOSTIC SYSTEMS, INC.
EIN
11-2813910
Address
3661 HORSEBLOCK ROAD · MEDFORD, NY · 117630000
Phone
(631) 924-1135
Industry
Manufacturingsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WISS & COMPANY, 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 | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $20K | — |
Investments
29 direct securities · 1 pooled fund· $8.7M(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.
Uncategorized
$8.7M
29 holdings
Common Collective Trust
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.2M | 25.8% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $1.1M | 12.7% | |
| American Funds American Funds Target Date 2045 R6 | — | — | — | $755K | 8.7% | |
| American Funds American Funds Target Date 2025 R6 | — | — | — | $734K | 8.5% | |
| American Funds American Funds Target Date 2055 R6 | — | — | — | $585K | 6.7% | |
| T. Rowe Price TRP Overseas Stock I | — | — | — | $525K | 6.1% | |
| American Funds American Funds Target Date 2030 R6 | — | — | — | $513K | 5.9% | |
| American Funds American Funds Target Date 2035 R6 | — | — | — | $477K | 5.5% | |
| American Funds American Funds Target Date 2050 R6 | — | — | — | $322K | 3.7% | |
| American Funds American Funds Balanced R6 | — | — | — | $241K | 2.8% | |
| American Funds American Funds Target Date 2040 R6 | — | — | — | $221K | 2.5% | |
| American Funds American Funds Target Date 2060 R6 | — | — | — | $172K | 2.0% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $169K | 1.9% | |
| Notes receivable from participants Various interest rates from 5.25% - 10.25% | — | — | — | $107K | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $90K | 1.0% | |
| American Funds American Funds Target Date 2065 R6 | — | — | — | $71K | 0.8% | |
| T. Rowe Price TRP Global Stock I | — | — | — | $68K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $49K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $45K | 0.5% | |
| Common Collective Trust - Federal Hermes Federal Hermes Capital Preservation Fund R6P | — | — | — | $39K | 0.4% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $39K | 0.4% | |
| Invesco Small Cap Value Fund Class R6 | — | — | — | $30K | 0.3% | |
| American Funds American Funds Target Date 2020 R6 | — | — | — | $30K | 0.3% | |
| Principal MidCap R6 | — | — | — | $30K | 0.3% | |
| American Century American Century Mid Cap Value Fund R6 | — | — | — | $27K | 0.3% | |
| Columbia Dividend Income Fund Class I3 | — | — | — | $18K | 0.2% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $14K | 0.2% | |
| PIMCO Income Fund Institutional Class | — | — | — | $6K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Growth K6 | — | — | — | $1K | <0.1% |
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