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Original filing (PDF)20250528143315NAL0013033248001
C. BLACKBURN INC.
Form 5500
FILING_RECEIVED
C. BLACKBURN INC. RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
32% in single holding
Active participants
143
Accounts w/ balance
193
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
21 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company Key Guaranteed Portfolio Fund" is 32% of plan.
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. BLACKBURN INC..
Plan sponsor
Name
C. BLACKBURN INC.
EIN
14-1803352
Address
1347 ROUTE 19 · ELIZAVILLE, NY · 12523
Phone
(845) 756-2261
Industry
Transportation & Warehousingsee 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
2025-05-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAS PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $30K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS LLC | — | MADISON, WI | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $171 | — |
Investments
11 direct securities · 21 pooled funds· $6.0M(98% 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.
Common Collective Trust
$3.8M
21 holdings
Uncategorized
$2.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $1.9M | 31.7% | |
| GREAT GRAY TRUST AMER FNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $765K | 12.5% | |
| GREAT GRAY TRUST AMER FNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $558K | 9.1% | |
| GREAT GRAY TRUST AMER FNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $537K | 8.8% | |
| GREAT GRAY TRUST AMER FNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $405K | 6.6% | |
| GREAT GRAY TRUST AMER FNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $404K | 6.6% | |
| GREAT GRAY TRUST AMER FNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $349K | 5.7% | |
| GREAT GRAY TRUST AMER FNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $167K | 2.7% | |
| GREAT GRAY TRUST AMER FNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $142K | 2.3% | |
| GREAT GRAY TRUST AMER FNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $108K | 1.8% | |
| Vanguard 500 Index | — | — | — | $101K | 1.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $93K | 1.5% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $71K | 1.2% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $55K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $48K | 0.8% | |
| Vanguard Developed Mkts Index | — | — | — | $39K | 0.6% | |
| Prudential PGIM High Yield | — | — | — | $35K | 0.6% | |
| GREAT GRAY TRUST AMER FNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $28K | 0.5% | |
| GREAT GRAY TRUST AMER FNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $22K | 0.4% | |
| Vanguard Small Cap Index | — | — | — | $19K | 0.3% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $19K | 0.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $17K | 0.3% | |
| Vanguard Mid Cap Index | — | — | — | $17K | 0.3% | |
| Clearbridge International Growth IS | — | — | — | $15K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Security Z | — | — | — | $15K | 0.2% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 001 | Common Collective Trust | — | — | $12K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | — | — | — | $7K | 0.1% | |
| PIMCO Int Bond ( USD-Hedged) Inst | — | — | — | $7K | 0.1% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities | — | — | — | $4K | <0.1% | |
| GREAT GRAY TRUST AMER FNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $996 | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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