Back to filter
Original filing (PDF)20250718091653NAL0000714339001
CXTEC INC.
Form 5500
FILING_RECEIVED
CXTEC INC. RETIREMENT & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
224
Accounts w/ balance
325
Plan assets (EOY)
$55.5M
Net assets (EOY)
$55.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CXTEC INC..
Plan sponsor
Name
CXTEC INC.
EIN
16-1105670
Address
400 SOUTH SALINA STREET · SUITE 201 · SYRACUSE, NY · 13202
Phone
(315) 476-3000
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
2025-07-18
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON&BLETZER,PLLC
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 | $40K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | ADVISOR/ INVESTMENT ADV | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
31 direct securities · 1 pooled fund· $55.4M(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
$53.6M
31 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $7.8M | 14.1% | |
| Fidelity Growth Company Fund " | — | — | — | $7.4M | 13.3% | |
| American Funds Target Date 2035 Fund " | — | — | — | $4.5M | 8.1% | |
| American Funds Target Date 2045 Fund " | — | — | — | $4.2M | 7.5% | |
| American Funds Target Date 2040 Fund " | — | — | — | $3.7M | 6.7% | |
| Vanguard Value Index Fund " | — | — | — | $3.6M | 6.6% | |
| Vanguard Mid-Cap Value Index Fund " | — | — | — | $3.3M | 5.9% | |
| American Funds Target Date 2030 Fund " | — | — | — | $3.2M | 5.7% | |
| American Funds Target Date 2025 Fund " | — | — | — | $2.8M | 5.0% | |
| American Funds Target Date 2050 Fund " | — | — | — | $2.0M | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 3.2% | |
| Dodge & Cox Incoe Fund " | — | — | — | $1.5M | 2.8% | |
| MFS International Diversification Fund " | — | — | — | $1.5M | 2.7% | |
| AB Small Cap Growth Fund " | — | — | — | $1.3M | 2.3% | |
| Blackrock Mid Cap Growth Equity Fund Mutual fund | — | — | — | $1.2M | 2.2% | |
| American Funds Target Date 2055 Fund " | — | — | — | $886K | 1.6% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $795K | 1.4% | |
| Vanguard Total International Stock Fund " | — | — | — | $645K | 1.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $544K | 1.0% | |
| Fidelity Small Cap Index Fund " | — | — | — | $502K | 0.9% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $475K | 0.9% | |
| Fidelity Inflation Protected Bond Index Fund " | — | — | — | $427K | 0.8% | |
| American Funds Target Date 2020 Fund " | — | — | — | $326K | 0.6% | |
| Macquarie Emerging Markets Equity Fund " | — | — | — | $302K | 0.5% | |
| PGIM High Yield Fund " | — | — | — | $210K | 0.4% | |
| Vanguard Small Cap Value Index Fund " | — | — | — | $183K | 0.3% | |
| American Funds Target Date 2060 Fund " | — | — | — | $179K | 0.3% | |
| American Funds Target Date 2065 Fund " | — | — | — | $68K | 0.1% | |
| American Funds Target Date 2010 Fund " | — | — | — | $56K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund " | — | — | — | $45K | <0.1% | |
| American Funds Target Date 2015 Fund " | — | — | — | $34K | <0.1% | |
| Fidelity Government Money Market " | — | — | — | $8K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
EPSON PORTLAND INC.
EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN
$56.6M · 293 participants
SPECTRA LOGIC CORP.
SPECTRA LOGIC 401(K) PROFIT SHARING PLAN
$53.4M · 281 participants
LENOVO (UNITED STATES) INC.
LENOVO PENSION PLAN
$53.4M · 13 participants
GRIFFITHS CORPORATION
GRIFFITHS CORPORATION RETIREMENT SAVINGS PLAN
$50.3M · 514 participants
COSM INC.
COSM INC. 401(K) PLAN
$49.4M · 820 participants
CNC SOFTWARE, INC.
CNC SOFTWARE, INC. PROFIT SHARING PLAN
$62.2M · 231 participants
Large plans in New York
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants