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Original filing (PDF)20250805153609NAL0002308451001
CLEANER'S SUPPLY INC.
Form 5500
FILING_RECEIVED
CLEANER'S SUPPLY AND MITY FORMS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
181
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEANER'S SUPPLY INC..
Plan sponsor
Name
CLEANER'S SUPPLY INC.
EIN
16-1345258
Address
1059 POWERS RD · CONKLIN, NY · 13748
Phone
(607) 775-7905
Industry
Wholesale Tradesee 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
2025-08-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DERMODY, BURKE & BROWN, CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANCORP NA | 16-1268674 | — | NONE | $19K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
Investments
23 direct securities · 1 pooled fund· $16.4M(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
$15.5M
23 holdings
Common Collective Trust
$916K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index FD Admiral SHRS Mutual Fund 7,473.321 Shares | — | — | — | $4.1M | 24.7% | |
| T. Rowe Price Retirement 2030 Mutual Fund 105,314.756 Shares | — | — | — | $2.7M | 16.2% | |
| T. Rowe Price Retirement 2040 Mutual Fund 54,329.544 Shares | — | — | — | $1.6M | 10.0% | |
| T. Rowe Price Retirement 2050 Mutual Fund 66,277.721 Shares | — | — | — | $1.2M | 7.5% | |
| T. Rowe Price Retirement 2045 Mutual Fund 55,086.463 Shares | — | — | — | $1.2M | 7.4% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $916K | 5.6% | |
| T. Rowe Price Retirement 2055 Mutual Fund 35,885.695 Shares | — | — | — | $706K | 4.3% | |
| DFA US Micro Cap Port Instl Mutual Fund 21,662.464 Shares | — | — | — | $628K | 3.8% | |
| T. Rowe Price Retirement 2015 Mutual Fund 41,561.160 Shares | — | — | — | $521K | 3.2% | |
| T. Rowe Price Retirement 2035 Mutual Fund 23,852.374 Shares | — | — | — | $499K | 3.0% | |
| T. Rowe Price Retirement 2020 Mutual Fund 26,677.560 Shares | — | — | — | $491K | 3.0% | |
| Europacific Growth Fund R4 Mutual Fund 9,013.972 Shares | — | — | — | $472K | 2.9% | |
| T. Rowe Price Retirement 2025 Mutual Fund 19,752.698 Shares | — | — | — | $324K | 2.0% | |
| Vanguard GNMA Fund Admiral SHRS Mutual Fund 31,648.933 Shares | — | — | — | $289K | 1.8% | |
| Fidelity Contra Fund Mutual Fund 7,820.975 Shares | — | — | — | $164K | 1.0% | |
| Vanguard Small Cap Growth Index Mutual Fund 1,609.825 Shares | — | — | — | $158K | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund 427.616 Shares | — | — | — | $140K | 0.9% | |
| Janus Henderson Enterprise Fund Mutual Fund 876.274 Shares | — | — | — | $122K | 0.7% | |
| T. Rowe Price Retirement 2060 Mutual Fund 3,479.763 Shares | — | — | — | $57K | 0.3% | |
| T. Rowe Price Value ADV Mutual Fund 1,100.108 Shares | — | — | — | $48K | 0.3% | |
| T. Rowe Price Retirement Bal FD ADV Mutual Fund 2,619.466 Shares | — | — | — | $35K | 0.2% | |
| Dodge & Cox Income Fund Mutual Fund 2,103.325 Shares | — | — | — | $26K | 0.2% | |
| Fidelity Balanced Fund Mutual Fund 537.790 Shares | — | — | — | $16K | <0.1% | |
| Columbia Mid Cap Value FD CL Inst 2 Mutual Fund 798.589 Shares | — | — | — | $12K | <0.1% |
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