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Original filing (PDF)20250928111900NAL0016397714001
CDX DIAGNOSTICS INC.
Form 5500
FILING_RECEIVED
CDX DIAGNOSTICS INC. 401(K) PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
163
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDX DIAGNOSTICS INC..
Plan sponsor
Name
CDX DIAGNOSTICS INC.
EIN
20-8473531
Address
4 EXECUTIVE BLVD., SUITE 301 · SUFFERN, NY · 10901
Phone
(845) 369-7096
Industry
Health Care & Social Assistancesee 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
2025-09-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $40K | — |
Investments
29 direct securities · 1 pooled fund· $6.2M(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
$6.1M
29 holdings
Common Collective Trust
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Target 2040 R6 Fund " | — | — | — | $907K | 14.7% | |
| American Target 2030 R6 Fund " | — | — | — | $684K | 11.1% | |
| American Target 2050 R6 Fund " | — | — | — | $591K | 9.6% | |
| JPMorgan LC Growth R4 Fund " | — | — | — | $564K | 9.2% | |
| Fidelity 500 Index Fund " | — | — | — | $541K | 8.8% | |
| American Washington Mutual Investment Fund R6 Fund " | — | — | — | $481K | 7.8% | |
| American Target 2045 R6 Fund " | — | — | — | $460K | 7.5% | |
| American Target 2035 R6 Fund " | — | — | — | $446K | 7.2% | |
| Fidelity Advantage Growth Opportunity Z Fund " | — | — | — | $265K | 4.3% | |
| American Target 2065 R6 Fund " | — | — | — | $148K | 2.4% | |
| American Target 2055 R6 Fund " | — | — | — | $146K | 2.4% | |
| American Target 2025 R6 Fund " | — | — | — | $141K | 2.3% | |
| The Bond Fund of America R6 Fund " | — | — | — | $128K | 2.1% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $96K | 1.6% | |
| American Target 2060 R6 Fund " | — | — | — | $86K | 1.4% | |
| American Target 2010 R6 Fund " | — | — | — | $85K | 1.4% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $76K | 1.2% | |
| American Target 2015 R6 Fund " | — | — | — | $62K | 1.0% | |
| American EuroPacific Growth R6 Fund " | — | — | — | $56K | 0.9% | |
| American Small Cap World R6 Fund " | — | — | — | $45K | 0.7% | |
| Vanguard Value Index Fund Admiral " | — | — | — | $35K | 0.6% | |
| American New World R6 Fund " | — | — | — | $35K | 0.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $19K | 0.3% | |
| American Target 2020 R6 Fund " | — | — | — | $15K | 0.2% | |
| Vanguard Developing Markets Index Admiral Fund " | — | — | — | $14K | 0.2% | |
| American Funds U.S. Government Securities R6 Fund " | — | — | — | $11K | 0.2% | |
| JPMorgan US Government Money Market Cap CI Fund Mutual fund ** 259 American Funds International Bond Fund of America R6 Fund " ** 727 American Cap World Bond R6 Fund " | — | — | — | $9K | 0.2% | |
| American Funds Inflation Linked R6 Fund " | — | — | — | $6K | 0.1% | |
| T. Rowe Price Health Sciences I Fund " | — | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $4K | <0.1% |