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Original filing (PDF)20251006095030NAL0005804272001
COMMUNICATION SERVICES
Form 5500
FILING_RECEIVED
COMMUNICATION SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
201
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
23 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNICATION SERVICES.
Plan sponsor
Name
COMMUNICATION SERVICES
EIN
16-1444338
Address
75 HIGHPOWER RD · ROCHESTER, NY · 146233435
Phone
(585) 235-7500
Industry
Professional & Technical Servicessee 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
2025-10-06
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
BONADIO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $5.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.3M | 21.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $730K | 12.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $649K | 11.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $597K | 10.1% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $521K | 8.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $385K | 6.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $312K | 5.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $272K | 4.6% | |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $251K | 4.2% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | — | — | — | $136K | 2.3% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $134K | 2.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $129K | 2.2% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $97K | 1.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $64K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $51K | 0.9% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $48K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $32K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $25K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $21K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $12K | 0.2% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | — | — | — | $6K | 0.1% | |
| American Funds The Bond Fund of America R-6 Mutual Fund | — | — | — | $1K | <0.1% |
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