Back to filter
Original filing (PDF)20250801053742NAL0003031587001
CUTTING EDGE COUNTERTOPS, INC.
Form 5500
FILING_RECEIVED
CEC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
240
Accounts w/ balance
172
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MFS TOTAL RETURN - R6" is 37% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUTTING EDGE COUNTERTOPS, INC..
Plan sponsor
Name
CUTTING EDGE COUNTERTOPS, INC.
EIN
20-4459634
Address
1300 FLAGSHIP DRIVE · PERRYSBURG, OH · 43551
Phone
(888) 515-8677
Industry
Constructionsee 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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
28 direct securities · 1 pooled fund· $5.9M(98% 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.
Registered Investment Companies
$5.8M
28 holdings
Common Collective Trust
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $2.2M | 36.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $703K | 11.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $343K | 5.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $319K | 5.3% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $303K | 5.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $294K | 4.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $292K | 4.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $227K | 3.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $195K | 3.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $118K | 2.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $110K | 1.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $100K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $95K | 1.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $88K | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $87K | 1.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $73K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $53K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $51K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $44K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $29K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $26K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $24K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $22K | 0.4% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $21K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $18K | 0.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $17K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Construction plans
CB TECH SERVICES, INC.
CB TECH SERVICES, INC. PROFIT SHARING PLAN (003)
$6.0M · 19 participants
SOUTHEASTERN INSTALLATION, INC.
SOUTHEASTERN INSTALLATION, INC. 401(K) PROFIT SHARING PLAN
$6.0M · 43 participants
PRIMECO
PRIMECO 401(K) PLAN
$6.0M · 75 participants
CONRAD SCHMITT STUDIOS, INC.
CONRAD SCHMITT STUDIOS, INC. 401(K) PROFIT SHARING PLAN
$6.0M · 86 participants
CASTON INC.
CASTON, INC. PROFIT SHARING PLAN
$5.9M · 9 participants
SERVICE PROS INSTALLATION GROUP, INC.
SERVICE PROS INSTALLATION GROUP 401(K) PLAN
$6.0M · 281 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants