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Original filing (PDF)20251015052320NAL0007881186001
CLEANING AND CONSULTING SERVICES
Form 5500
FILING_RECEIVED
CLEANING AND CONSULTING SERVICES 401(K)
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
156
Accounts w/ balance
159
Plan assets (EOY)
$333K
Net assets (EOY)
$333K
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMF 2010 TARGET DATE R2E 8 REGISTERED INVESTMENT COMPANY AMF 2040 TARGET DATE R2E" is 49% of plan.
Helping the score
- Below-peer total fees (70 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEANING AND CONSULTING SERVICES.
Plan sponsor
Name
CLEANING AND CONSULTING SERVICES
EIN
20-5992927
Address
5039 INDUSTRIAL RD · UNIT 3 · FARMINGDALE, NJ · 07727
Phone
(800) 400-1842
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT LYONS SHUMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFS SECURITIES, INC. | — | RED BANK, NJ | ADVISOR | $0 | — |
Investments
9 direct securities· $325K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF 2010 TARGET DATE R2E 8 REGISTERED INVESTMENT COMPANY AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $159K | 47.9% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $48K | 14.5% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $30K | 9.1% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $22K | 6.7% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $22K | 6.6% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $20K | 5.9% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $12K | 3.6% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $6K | 1.9% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $5K | 1.5% |
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