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Original filing (PDF)20251013115433NAL0000561203001
CIS GROUP, LLC
Form 5500
FILING_RECEIVED
CIS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
103
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIS GROUP, LLC.
Plan sponsor
Name
CIS GROUP, LLC
EIN
11-3702968
Address
300 STATE STREET, UNIT 92548 · SOUTHLAKE, TX · 76092
Phone
(972) 280-8008
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LAWRENCE J. BEARDSLEY CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
24 direct securities · 1 pooled fund· $8.8M(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.
Uncategorized
$8.5M
23 holdings
Common Collective Trust
$206K
1 holding
Mutual Funds
$102K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | — | — | — | $1.7M | 19.4% | |
| Vanguard Total Bond Market Index Admiral N/R | — | — | — | $1.2M | 13.6% | |
| American Funds American Funds 2040 Target Date Retire R6 N/R | — | — | — | $1.0M | 11.8% | |
| American Funds American Funds 2045 Target Date Retire R6 N/R | — | — | — | $671K | 7.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares N/R | — | — | — | $605K | 6.9% | |
| American Funds American Funds 2025 Target Date Retire R6 N/R | — | — | — | $588K | 6.7% | |
| American Funds American Funds 2030 Target Date Retire R6 N/R | — | — | — | $527K | 6.0% | |
| Vanguard Small Cap Index Admiral N/R | — | — | — | $326K | 3.7% | |
| American Funds American Funds 2050 Target Date Retire R6 N/R | — | — | — | $249K | 2.8% | |
| DFA US Targeted Value I N/R | — | — | — | $235K | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | — | — | — | $232K | 2.6% | |
| MFS GROWTH EQUITY FUND CL 2W GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $206K | 2.3% | |
| Guaranteed Account Empower Annuity * Insurance Company Key Guaranteed Portfolio Fund N/R | — | — | — | $197K | 2.2% | |
| Vanguard Mid Cap Index Fund - Admiral N/R | — | — | — | $166K | 1.9% | |
| Empower T.Rowe Price Mid Cap Growth Fund Institutional N/R | — | — | — | $163K | 1.9% | |
| American Funds American Funds Bond Fund of Amer R6 N/R | — | — | — | $118K | 1.3% | |
| American Funds American Funds 2055 Target Date Retire R6 N/R | — | — | — | $105K | 1.2% | |
| American Funds American Funds 2020 Target Date Retire R6 N/R | Mutual Funds | — | — | $102K | 1.2% | |
| American Funds American Funds 2035 Target Date Retire R6 N/R | — | — | — | $89K | 1.0% | |
| American Funds American Funds EUPAC Fund Class R6 N/R | — | — | — | $85K | 1.0% | |
| T.Rowe Price T.Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class N/R | — | — | — | $81K | 0.9% | |
| PIMCO Income Institutional Class N/R | — | — | — | $76K | 0.9% | |
| American Funds American Funds International Growth and Income Fund Class R-6 N/R | — | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 N/R | — | — | — | $12K | 0.1% | |
| American Funds American Funds 2060 Target Date Retire R6 N/R | — | — | — | $4K | <0.1% |
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