How big is Critical Electric Systems Group, LLC's plan?

Critical Electric Systems Group, LLC's plan reported $8.1M in assets and 204 participants for 2023.

Original filing (PDF)20250715092756NAL0003007968001

Critical Electric Systems Group, LLC

Name: Critical Electric Systems Group, LLC — Critical, Form 5500 (2023)
Creator: Critical Electric Systems Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Critical Electric Systems Group, LLC 401(k) Plan

401(k) retirement plan · Critical Electric Systems Group, LLC's Critical Electric Systems Group, LLC 401(k) Plan held $8.1M in plan assets for 204 participants in 2023, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

204

Accounts w/ balance

187

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Critical Electric Systems Group, LLC's EIN is 20-1402397.

EIN 20-1402397

Plan number 003

Plan year 2023

ACK ID 20250715092756NAL0003007968001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Critical Electric Systems Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Critical Electric Systems Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRITICAL ELECTRIC SYSTEMS GROUP, LLC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CRITICAL ELECTRIC SYSTEMS GROUP, LLC

EIN

all filings

Address

2920 E PLANO PKWY, SUITE 100 · PLANO, TX · 75074

Phone

(800) 862-2743

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$43K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SECURITIES AMERICA ADVISORS, INC	47-0648506	—	NONE	$13K	—

Investments

37 direct securities· $8.1M(100% of reported assets)

Mutual Funds

$3.9M

20 holdings

Common Collective Trusts

$2.5M

6 holdings

Other securities

$984K

5 holdings

Guaranteed Income / GIC

$593K

1 holding

Common Stocks

$226K

5 holdings

					% of plan
The Vanguard Group Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$1.3M	15.8%
Dodge & Cox Dodge & Cox Income Fund	Mutual Funds	—	—	$904K	11.1%
The Vanguard Group Vanguard 500 Index Fund	Common Collective Trusts	—	—	$881K	10.9%
S * Standard Insurance Company Standard Stable Asset A	Guaranteed Income / GIC	—	—	$593K	7.3%
The Vanguard Group Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$527K	6.5%
The Vanguard Group Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$413K	5.1%
through November 2028 -	Other securities	—	—	$394K	4.9%
The Vanguard Group Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$362K	4.5%
MainStay Investments MainStay Large Cap Growth Fund	Other securities	—	—	$338K	4.2%
MFS Investment Management MFS International Diversification Fund	Mutual Funds	—	—	$338K	4.2%
The Vanguard Group Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$212K	2.6%
Putnam Investments Putnam Large Cap Value Fund	Mutual Funds	—	—	$196K	2.4%
The Vanguard Group Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$152K	1.9%
The Vanguard Group Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$148K	1.8%
The Vanguard Group Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$135K	1.7%
JP Morgan Asset Management JPMorgan Large Cap Growth Fund	Other securities	—	—	$125K	1.5%
The Vanguard Group Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$122K	1.5%
Virtus Investment Partners Virtus Technology Fund	Other securities	—	—	$119K	1.5%
The Vanguard Group Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$106K	1.3%
T. Rowe Price Group, Inc. T. Rowe Price New Horizons Fund	Common Stocks	—	—	$99K	1.2%
MFS Investment Management MFS Value Fund	Mutual Funds	—	—	$93K	1.1%
MFS Investment Management MFS Mid Cap Growth Fund	Mutual Funds	—	—	$80K	1.0%
Neuberger Berman Group LLC Neuberger Berman Mid Cap Growth Fund	Common Stocks	—	—	$79K	1.0%
NONINTEREST-BEARING CASH * Reliance Trust Company Noninterest-bearing cash ** 274 MUTUAL FUNDS American Funds American Funds New Perspective Fund	Mutual Funds	—	—	$79K	1.0%
MFS Investment Management MFS Mid Cap Value Fund	Mutual Funds	—	—	$78K	1.0%
The Vanguard Group Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$57K	0.7%
The Vanguard Group Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$53K	0.7%
The Vanguard Group Vanguard Small Cap Growth Index Fund	Common Collective Trusts	—	—	$40K	0.5%
The Vanguard Group Vanguard Intermediate Term Bond Index Fund	Common Collective Trusts	—	—	$37K	0.5%
Prudential Financial, Inc. Prudential Global Return Fund	Common Stocks	—	—	$34K	0.4%
Principal Financial Group Principal Mid Cap Fund	Common Stocks	—	—	$11K	0.1%
The Vanguard Group Vanguard Energy Fund	Mutual Funds	—	—	$8K	<0.1%
Cohen & Steers Securities, LLC Cohen & Steers Realty Shares Fund	Other securities	—	—	$7K	<0.1%
The Vanguard Group Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$5K	<0.1%
Franklin Templeton Franklin Gold and Precious Metals Fund	Mutual Funds	—	—	$4K	<0.1%
Wells Fargo & Company Wells Fargo Special Mid Cap Value Fund	Common Stocks	—	—	$3K	<0.1%
Dimensional Fund Advisors DFA US Targeted Value Portfolio	Mutual Funds	—	—	$3K	<0.1%