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Original filing (PDF)20250820072148NAL0003015889001
CORNELL TECHNICAL SERVICES, LLC
Form 5500
FILING_RECEIVED
CTS 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
304
Accounts w/ balance
262
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNELL TECHNICAL SERVICES, LLC.
Plan sponsor
Name
CORNELL TECHNICAL SERVICES, LLC
EIN
20-1850970
Address
9700 PATUXENT WOODS DRIVE SUITE 140 · COLUMBIA, MD · 21046
Phone
(301) 560-2544
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS LLC | 82-5320133 | — | CONSULTANT | $22K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $32K | — |
Investments
33 direct securities · 1 pooled fund· $13.0M(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
$12.6M
33 holdings
Common Collective Trust
$405K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.5M | 11.8% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $1.2M | 9.3% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $1.0M | 8.1% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $969K | 7.7% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $800K | 6.3% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $758K | 6.0% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $678K | 5.4% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $564K | 4.5% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $521K | 4.1% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $448K | 3.5% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $415K | 3.3% | |
| Federated Capital Preservation Fund | — | — | — | $405K | 3.2% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $405K | 3.2% | |
| Fidelity Global EX U.S. Index Fund | — | — | — | $373K | 3.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $354K | 2.8% | |
| T. Rowe Price QM U.S. Small-Cap Growth Fund | — | — | — | $285K | 2.3% | |
| Fidelity Freedom Index Income Fund | — | — | — | $270K | 2.1% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $258K | 2.0% | |
| MFS International Intrinsic Value Fund | — | — | — | $237K | 1.9% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $203K | 1.6% | |
| Fidelity Real Estate Index Fund | — | — | — | $202K | 1.6% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $182K | 1.4% | |
| Vanguard Intermediate Term Investment Grade Fund | — | — | — | $174K | 1.4% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $155K | 1.2% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $145K | 1.1% | |
| Participant loans | — | — | — | $135K | 1.1% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $110K | 0.9% | |
| Vanguard Total International Bond Index Fund | — | — | — | $76K | 0.6% | |
| Fidelity Small-Cap Index Fund | — | — | — | $72K | 0.6% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $57K | 0.4% | |
| American Century Mid-Cap Value Fund | — | — | — | $28K | 0.2% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $27K | 0.2% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $24K | 0.2% | |
| Carillon Eagle Mid-Cap Growth Fund | — | — | — | $10K | <0.1% |
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