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Original filing (PDF)20260217091445NAL0007730162001
CONSOLIDATED BUS TRANSIT, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED BUS TRANSIT, INC. ESOP
Defined-contribution retirement plan
Signals · 4
Late filing · 3.0 mo93% in single holding93% employer stockNo recordkeeper disclosed
Active participants
1,230
Accounts w/ balance
1,501
Plan assets (EOY)
$53.5M
Net assets (EOY)
$25.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- Top holding "Consolidated Bus Transit, Inc. ESOP common stock - 36,800 shares Company Common Stock" is 93% of plan.
- 93% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED BUS TRANSIT, INC..
Plan sponsor
Name
CONSOLIDATED BUS TRANSIT, INC.
EIN
11-3046431
Address
50 SNEDIKER AVENUE · BROOKLYN, NY · 11207
Phone
(718) 346-9600
Industry
Transportation & Warehousingsee all
Plan administrator
Name
CONSOLIDATED BUS TRANSIT, INC. ESOP COMMITTEE
EIN
11-3046431
City
BROOKLYN, NY
Phone
(718) 346-9600
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-17
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP, LLC | 37-6572947 | RED BANK, NJ | NONE | $63K | — |
Investments
25 direct securities· $51.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Consolidated Bus Transit, Inc. ESOP common stock - 36,800 shares Company Common Stock | — | — | — | $48.6M | 90.8% | |
| Vanguard High Yield Corp Admiral Mutual Fund | — | — | $419K | $430K | 0.8% | |
| Blackrock Funds Strategic Inc Opportunities Mutual Fund | — | — | $435K | $429K | 0.8% | |
| Vanguard Intermediate-Term Treasury ETF Exchange-Traded Fund | — | — | $442K | $427K | 0.8% | |
| JPMorgan Core Bond I Mutual Fund | — | — | $437K | $426K | 0.8% | |
| Dodge & Cox Funds Global Bond Mutual Fund | — | — | $432K | $424K | 0.8% | |
| Dodge & Cox Funds Stock Investor Mutual Fund | — | — | $83K | $93K | 0.2% | |
| Fidelity Investments Advisor Eqty Growth Mutual Fund | — | — | $70K | $92K | 0.2% | |
| iShares Trust Rus 1000 Grew ETF Exchange-Traded Fund | — | — | $52K | $61K | 0.1% | |
| Vanguard Ftse Dev Mkt ETF Exchange-Traded Fund | — | — | $63K | $61K | 0.1% | |
| iShares Trust Rus 1000 Val ETF Exchange-Traded Fund | — | — | $38K | $60K | 0.1% | |
| Dimensional Fund Advisors US Sm Cap Value Mutual Fund | — | — | $44K | $51K | <0.1% | |
| T. Rowe Price International Mutual Fund | — | — | $50K | $45K | <0.1% | |
| Vanguard Intl Value Investor Mutual Fund | — | — | $56K | $44K | <0.1% | |
| iShares Trust Russell 2000 ETF Exchange-Traded Fund | — | — | $38K | $40K | <0.1% | |
| Dimensional Fund Advisors Emrg Mkts Mutual Fund | — | — | $33K | $36K | <0.1% | |
| Spdr S&P Midcap 400 ETF Exchange-Traded Fund | — | — | $30K | $35K | <0.1% | |
| Fidelity Investments Low Priced Stock Retail Mutual Fund | — | — | $36K | $27K | <0.1% | |
| Principal Midcap Institutional Mutual Fund | — | — | $23K | $27K | <0.1% | |
| Vanguard Ftse Emr Mkt ETF Exchange-Traded Fund | — | — | $28K | $24K | <0.1% | |
| Spdr Index Shares Funds S&P Gbling ETF Exchange-Traded Fund | — | — | $16K | $17K | <0.1% | |
| Vanguard Energy ETF Exchange-Traded Fund | — | — | $11K | $17K | <0.1% | |
| Cohen & Steers Funds Global Realty Shares Mutual Fund | — | — | $8K | $8K | <0.1% | |
| Vanguard Real Estate ETF Exchange-Traded Fund | — | — | $8K | $8K | <0.1% | |
| Federated Hermes Government Obligations Fund Money Market Fund | — | — | $1K | $1K | <0.1% |
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