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Original filing (PDF)20251001142443NAL0021121218001
CRITERION SYSTEMS, L.L.C
Form 5500
FILING_RECEIVED
CRITERION SYSTEMS 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
794
Accounts w/ balance
795
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
31 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRITERION SYSTEMS, L.L.C.
Plan sponsor
Name
CRITERION SYSTEMS, L.L.C
EIN
20-2436086
Address
8330 BOONE BLVD STE 400 · VIENNA, VA · 221822624
Phone
(703) 942-5800
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $9K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
Investments
31 direct securities· $55.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $7.1M | 12.7% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $6.1M | 10.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $5.5M | 9.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $5.3M | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $4.2M | 7.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $4.1M | 7.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $3.5M | 6.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $2.3M | 4.1% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $2.2M | 4.0% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $1.7M | 3.1% | |
| T. Rowe Price T. Rowe Price Government Money Fund | — | — | — | $1.5M | 2.7% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.2M | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $1.1M | 2.0% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $1.1M | 1.9% | |
| Invesco Global A | — | — | — | $1.0M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $974K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $817K | 1.5% | |
| Fidelity International Growth | — | — | — | $756K | 1.4% | |
| Vanguard Mid-Cap Index | — | — | — | $752K | 1.3% | |
| dates through December 2029. | — | — | — | $652K | 1.2% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund | — | — | — | $624K | 1.1% | |
| Goldman Sachs Goldman Sachs Mid-Cap Value Fund Class A | — | — | — | $616K | 1.1% | |
| T. Rowe Price T. Rowe Price Small-Cap Value Fund | — | — | — | $497K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $491K | 0.9% | |
| Vanguard Small-Cap Index ADM | — | — | — | $421K | 0.8% | |
| T. Rowe Price T. Rowe Price Spectrum Income Fund | — | — | — | $361K | 0.6% | |
| T. Rowe Price T. Rowe Price Value Fund | — | — | — | $323K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $257K | 0.5% | |
| PIMCO Total Return Admin Fund | — | — | — | $194K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Income Fund | — | — | — | $58K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $24K | <0.1% |