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Original filing (PDF)20250929144858NAL0027054034001
COMPUTER GENERATED SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
COMPUTER GENERATED SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
419
Accounts w/ balance
509
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTER GENERATED SOLUTIONS, INC..
Plan sponsor
Name
COMPUTER GENERATED SOLUTIONS, INC.
EIN
13-3208358
Address
200 VESEY STREET · NEW YORK, NY · 102811017
Phone
(212) 408-3800
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-29
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
32 direct securities · 1 pooled fund· $50.0M(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
$35.8M
31 holdings
Mutual Funds
$9.1M
1 holding
Common Collective Trust
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds The Growth Fund of America Class R‐3 | Mutual Funds | — | — | $9.1M | 20.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $8.0M | 17.7% | |
| Common Collective Trust Invesco Trust Company Invesco Stable Value Retirement Trust | — | — | — | $5.1M | 11.3% | |
| INVESCO STBL VAL IV INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.1M | 11.3% | |
| PGIM Jennison Global Opportunities Fund‐Class R6 | — | — | — | $2.9M | 6.4% | |
| Institutional Class * Fidelity Investments Fidelity Contrafund | — | — | — | $2.8M | 6.2% | |
| JPMorgan U.S. Value Fund Class R6 | — | — | — | $2.6M | 5.8% | |
| MFS International Diversification Fund Class R4 | — | — | — | $1.7M | 3.7% | |
| Nuveen Mid Cap Value Fund Class I | — | — | — | $1.4M | 3.1% | |
| JPMorgan Small Cap Equity Fund Class A | — | — | — | $1.3M | 3.0% | |
| MassMutual Select Mid Cap Growth Fund Class I | — | — | — | $1.0M | 2.2% | |
| PIMCO Income Fund Class A | — | — | — | $962K | 2.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $895K | 2.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $883K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $846K | 1.9% | |
| Dimensional Fund Advisors DFA Intermediate Government Fixed Income Portfolio | — | — | — | $761K | 1.7% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $604K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $550K | 1.2% | |
| Invesco Trust Company Invesco Equity and Income Fund Class A | — | — | — | $532K | 1.2% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | — | — | — | $511K | 1.1% | |
| through March 2043 | — | — | — | $487K | 1.1% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $441K | 1.0% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $408K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $281K | 0.6% | |
| Touchstone Investments Touchstone Small Company Fund Class A | — | — | — | $245K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $147K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $146K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $138K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $101K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $99K | 0.2% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $55K | 0.1% | |
| Fidelity Investments Fidelity OTC K6 Portfolio | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $4K | <0.1% |