Original filing (PDF)20251014145806NAL0004313840001

CIMINELLI REAL ESTATE CORPORATION

Name: CIMINELLI REAL ESTATE CORPORATION — CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: CIMINELLI REAL ESTATE CORPORATION

Form 5500

FILING_RECEIVED

CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 3

1 failed disclosureLate participant contributionsCorrective distributions issued

Active participants

205

Accounts w/ balance

248

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 1008K (62% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIMINELLI REAL ESTATE CORPORATION.

Plan sponsor

Name

CIMINELLI REAL ESTATE CORPORATION

EIN

16-1296727

Address

50 FOUNTAIN PLAZA · SUITE 500 · BUFFALO, NY · 14202

Phone

(716) 631-8000

Industry

Real Estatesee 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

2025-10-14

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$47K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

36 direct securities· $24.8M(100% of reported assets)

Other securities

$24.0M

35 holdings

Cash / Money Market

$730K

1 holding

					% of plan
Fidelity Growth Company K6 Fund Mutual Fund	Other securities	—	—	$3.0M	12.3%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Other securities	—	—	$2.2M	9.2%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$1.8M	7.4%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$1.6M	6.5%
Fidelity Contrafund K6 Fund Mutual Fund	Other securities	—	—	$1.4M	5.7%
American Funds 2030 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$1.3M	5.5%
Fidelity Mid Cap Stock K6 Fund Mutual Fund	Other securities	—	—	$1.2M	5.0%
American Funds 2040 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$1.1M	4.8%
American Funds 2035 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$1.1M	4.6%
American Funds 2025 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$1.1M	4.4%
Fidelity OTC K6 Fund Mutual Fund	Other securities	—	—	$952K	4.0%
American Funds 2045 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$731K	3.0%
Fidelity Investments Money Market Government Portfolio Money Market Fund	Cash / Money Market	—	—	$730K	3.0%
Fidelity Diversified International Intl K6 Fund Mutual Fund	Other securities	—	—	$667K	2.8%
Withheld Remitted $ 508,553 2021 and Prior 2021 and Prior X	Other securities	—	—	$509K	2.1%
499,150 Various X	Other securities	—	—	$499K	2.1%
American Funds 2050 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$433K	1.8%
Fidelity Investment Grade Bond Fund Mutual Fund	Other securities	—	—	$422K	1.8%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$388K	1.6%
American Funds 2055 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$377K	1.6%
Fidelity Low Priced Stock K6 Fund Mutual Fund	Other securities	—	—	$376K	1.6%
Fidelity Value K Fund Mutual Fund	Other securities	—	—	$368K	1.5%
Fidelity Puritan K6 Fund Mutual Fund	Other securities	—	—	$363K	1.5%
American Funds 2015 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$335K	1.4%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$330K	1.4%
Fidelity US Bond Index Fund Mutual Fund	Other securities	—	—	$322K	1.3%
Baron Real Estate Fund Retail Shares Mutual Fund	Other securities	—	—	$259K	1.1%
American Funds 2060 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$238K	1.0%
Invesco Small Cap Value R6 Fund Mutual Fund	Other securities	—	—	$213K	0.9%
American Funds New World Fund Class R6 Mutual Fund	Other securities	—	—	$164K	0.7%
American Funds 2020 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$150K	0.6%
Fidelity Extended Market Index Fund Mutual Fund	Other securities	—	—	$92K	0.4%
American Funds 2065 Target Date Retirement Fund R6 Mutual Fund	Other securities	—	—	$72K	0.3%
Conestoga Small Cap Fund Investors Class Mutual Fund	Other securities	—	—	$52K	0.2%
PGIM High Yield R6 Fund Mutual Fund	Other securities	—	—	$31K	0.1%
PIMCO Real Return Institutional Class Fund Mutual Fund	Other securities	—	—	$10K	<0.1%