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Original filing (PDF)20250923132057NAL0006378833001
CORING & CUTTING GROUP.
Form 5500
FILING_RECEIVED
THE CORING & CUTTING GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
176
Accounts w/ balance
208
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Harbor Capital Appreciation Admin Harbor 0" is 28% of plan.
- 40 bps in Schedule C fees — modestly 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 CORING & CUTTING GROUP..
Plan sponsor
Name
CORING & CUTTING GROUP.
EIN
20-3861409
Address
120 WEST 72ND STREET · SUITE 200 · KANSAS CITY, MO · 64114
Phone
(816) 523-2131
Industry
Admin Support & Waste Mgmtsee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS. | — | LEAWOOD, KS | NONE | $63K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $25K | — |
| PICKETT, CHANEY AND MCMULLEN LLP | 48-1246310 | — | NONE | $10K | — |
Investments
26 direct securities · 1 pooled fund· $23.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.6M
26 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Admin Harbor 0 | — | — | — | $6.7M | 27.4% | |
| MFS Value R6 MFS 0 | — | — | — | $2.0M | 8.3% | |
| T. Rowe Price Retirement 2025 I T. Rowe Price 0 | — | — | — | $2.0M | 8.2% | |
| T. Rowe Price Capital Apprec Inv T. Rowe Price 0 | — | — | — | $1.9M | 7.9% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $1.8M | 7.3% | |
| American Funds American Balanced R4 American Funds 0 | — | — | — | $1.3M | 5.4% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $1.1M | 4.4% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $934K | 3.8% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $810K | 3.3% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $727K | 3.0% | |
| American Funds EuroPacific Gr R4 American Funds 0 | — | — | — | $644K | 2.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $467K | 1.9% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $436K | 1.8% | |
| Victory Sycamore Established Value A Victory 0 | — | — | — | $431K | 1.8% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $293K | 1.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $282K | 1.2% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $281K | 1.2% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $246K | 1.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $86K | 0.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $85K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $59K | 0.2% | |
| Fidelity International Index Fidelity 0 | — | — | — | $31K | 0.1% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | — | — | — | $22K | <0.1% | |
| BlackRock High Yield Portfolio Service BlackRock 0 | — | — | — | $18K | <0.1% | |
| Cohen & Steers Real Estate Secs A Cohen & Steers 0 | — | — | — | $4K | <0.1% | |
| BlackRock Inflation Protected Bond Inv A BlackRock 0 | — | — | — | $2K | <0.1% |
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