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Original filing (PDF)20250819050456NAL0000973091001
COMBE INCORPORATED
Form 5500
FILING_RECEIVED
COMBE INCORPORATED EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Active participants
234
Accounts w/ balance
351
Plan assets (EOY)
$127.9M
Net assets (EOY)
$127.9M
How this plan invests
This plan
1 pooled trust
Schedule D
58 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMBE INCORPORATED.
Plan sponsor
Name
COMBE INCORPORATED
EIN
13-1913732
Address
1101 WESTCHESTER AVENUE · WHITE PLAINS, NY · 10604
Phone
(914) 461-4638
Industry
Manufacturingsee 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
2025-08-19
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
BAKER TILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | 39-1828175 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
51 direct securities · 1 pooled fund· $174.5M(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
$103.5M
33 holdings
Registered Investment Companies
$63.7M
18 holdings
Common Collective Trust
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $22.3M | 17.4% | |
| Vanguard Institutional Index Fund N/R | — | — | — | $22.3M | 17.4% | |
| Alliance Bernstein Large CAP Growth Fund N/R | — | — | — | $9.9M | 7.7% | |
| Prudential Balanced R6 Fund N/R | Registered Investment Companies | — | — | $9.3M | 7.3% | |
| TIAA-CREF Core Bond Plus Fund N/R | — | — | — | $9.1M | 7.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $9.0M | 7.0% | |
| Common Collective Fund * Reliance Trust Reliance Trust Company Stable Value N/R | — | — | — | $7.3M | 5.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.7% | |
| Vanguard Growth Index Fund N/R | — | — | — | $5.8M | 4.5% | |
| American Century Strategic Allocation Aggress Fund N/R | — | — | — | $5.1M | 4.0% | |
| AMC STRAT ALLOC AGG - R6 | Registered Investment Companies | — | — | $5.1M | 4.0% | |
| Vanguard Wellesley Income Fund N/R | — | — | — | $4.7M | 3.7% | |
| VAN INTL CORE STOCK ADMIRAL | Registered Investment Companies | — | — | $4.5M | 3.5% | |
| Vanguard Mid-CAP Index Fund ADM N/R | — | — | — | $4.5M | 3.5% | |
| Fund Mutual Funds Lord Abbett Short Duration Income Fund | — | — | — | $3.4M | 2.7% | |
| Vanguard Institutional Trust 2035 Fund N/R | — | — | — | $3.3M | 2.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.3M | 2.6% | |
| American Funds New World R6 Fund N/R | — | — | — | $3.1M | 2.5% | |
| Vanguard Value Index Fund N/R | — | — | — | $3.1M | 2.4% | |
| Delaware Small Cap Core Fund N/R | — | — | — | $2.9M | 2.2% | |
| Admiral Fund Victory RS Global Fund N/R | — | — | — | $2.8M | 2.2% | |
| Vanguard Institutional Trust 2045 Fund N/R | — | — | — | $2.4M | 1.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.4M | 1.9% | |
| Vanguard Mid-CAP Index Fund N/R | — | — | — | $2.0M | 1.6% | |
| Vanguard Institutional Trust 2040 Fund N/R | — | — | — | $1.8M | 1.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.8M | 1.4% | |
| Vanguard SM-CAP Index Fund N/R | — | — | — | $1.8M | 1.4% | |
| Fidelity International Index Fund N/R | — | — | — | $1.7M | 1.4% | |
| Schwab Treasury Inflation Protected Sec. N/R | Registered Investment Companies | — | — | $1.6M | 1.3% | |
| BNY Mellon Global Fixed Income Fund N/R | — | — | — | $1.6M | 1.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 0.9% | |
| Vanguard Institutional Trust 2030 Fund N/R | — | — | — | $1.1M | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $973K | 0.8% | |
| Vanguard Institutional Trust 2025 Fund N/R | — | — | — | $973K | 0.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $698K | 0.5% | |
| Vanguard Institutional Trust 2050 Fund N/R | — | — | — | $698K | 0.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $601K | 0.5% | |
| Vanguard Institutional Trust 2055 Fund N/R | — | — | — | $601K | 0.5% | |
| Participant Loans Interest rates: 4.25% - 9.50%; $0 | — | — | — | $420K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $375K | 0.3% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $375K | 0.3% | |
| Vanguard Institutional Trust 2020 Fund N/R | — | — | — | $248K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $248K | 0.2% | |
| Vanguard Institutional Trust 2060 Fund N/R | — | — | — | $227K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $227K | 0.2% | |
| Vanguard Institutional Trust 2065 Fund N/R | — | — | — | $184K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $184K | 0.1% | |
| Vanguard Institutional Trust 2070 Fund N/R | — | — | — | $68K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $68K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |