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Original filing (PDF)20250926123632NAL0004015571001
CORPORATE MAILINGS INC
Form 5500
FILING_RECEIVED
CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
224
Accounts w/ balance
144
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
46 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE MAILINGS INC.
Plan sponsor
Name
CORPORATE MAILINGS INC
DBA
DBA CCG MARKETING SOLUTIONS
EIN
22-1822024
Address
14 HENDERSON DRIVE · WEST CALDWELL, NJ · 07006
Phone
(973) 808-0009
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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $29K | — |
| ARTISAN FUNDS | 30-0551775 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1312301 | KANSAS CITY, MO | NONE | $0 | — |
| PARNASSUS FUNDS | 94-6579180 | — | NONE | $0 | — |
| AMERICAN CENTURY FUNDS | 20-0623152 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| RAINIER FUNDS | 91-1457076 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON FUNDS | 13-2670991 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| BRIDGEWAY FUNDS | — | HOUSTON, TX | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
Investments
42 direct securities · 1 pooled fund· $14.4M(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
$14.0M
42 holdings
Common Collective Trust
$466K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Inv Registered Investment Companies - Mutual Funds | — | — | — | $2.5M | 17.9% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $2.0M | 14.2% | |
| T. Rowe Price Retirement 2035 Inv Registered Investment Companies - Mutual Funds | — | — | — | $1.3M | 9.3% | |
| T. Rowe Price Retirement 2045 Inv Registered Investment Companies - Mutual Funds | — | — | — | $1.3M | 9.1% | |
| Fidelity 500 Index Registered Investment Companies - Mutual Funds | — | — | — | $808K | 5.8% | |
| T. Rowe Price Retirement 2040 Inv Registered Investment Companies - Mutual Funds | — | — | — | $734K | 5.3% | |
| T. Rowe Price Retirement 2010 Inv Registered Investment Companies - Mutual Funds | — | — | — | $701K | 5.0% | |
| T. Rowe Price Capital Appreciation Inv Registered Investment Companies - Mutual Funds | — | — | — | $549K | 3.9% | |
| T. Rowe Price Stable Value Fund Common Collective Trust | — | — | — | $466K | 3.3% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $466K | 3.3% | |
| T. Rowe Price Midcap Value Inv Registered Investment Companies - Mutual Funds | — | — | — | $333K | 2.4% | |
| T. Rowe Price Retirement 2055 Inv Registered Investment Companies - Mutual Funds | — | — | — | $324K | 2.3% | |
| T. Rowe Price New Horizons Inv Registered Investment Companies - Mutual Funds | — | — | — | $295K | 2.1% | |
| JPMorgan Large Cap Growth Registered Investment Companies - Mutual Funds | — | — | — | $257K | 1.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $223K | 1.6% | |
| T. Rowe Price Retirement 2060 Inv Registered Investment Companies - Mutual Funds | — | — | — | $213K | 1.5% | |
| Principal Mid Cap S&P 400 Index I Registered Investment Companies - Mutual Funds | — | — | — | $176K | 1.3% | |
| DFA Diversified Fixed Income Portfolio Instl Class Registered Investment Companies - Mutual Funds | — | — | — | $175K | 1.3% | |
| T. Rowe Price Retirement 2020 Inv Registered Investment Companies - Mutual Funds | — | — | — | $161K | 1.2% | |
| T. Rowe Price Retirement Balanced Inv Registered Investment Companies - Mutual Funds | — | — | — | $157K | 1.1% | |
| T. Rowe Price Retirement 2050 Inv Registered Investment Companies - Mutual Funds | — | — | — | $147K | 1.1% | |
| Putnam Large Cap Value R6 Registered Investment Companies - Mutual Funds | — | — | — | $134K | 1.0% | |
| T Rowe Price Government Money I Registered Investment Companies - Mutual Funds | — | — | — | $122K | 0.9% | |
| Fidelity International Index Registered Investment Companies - Mutual Funds | — | — | — | $109K | 0.8% | |
| T. Rowe Price Small Capital Value Inv Registered Investment Companies - Mutual Funds | — | — | — | $101K | 0.7% | |
| T. Rowe Price Global Stock Inv Registered Investment Companies - Mutual Funds | — | — | — | $90K | 0.6% | |
| Fidelity US Bond Index Registered Investment Companies - Mutual Funds | — | — | — | $85K | 0.6% | |
| Bridgeway Small Cap-Value Registered Investment Companies - Mutual Funds | — | — | — | $82K | 0.6% | |
| T. Rowe Price Retirement 2015 Inv Registered Investment Companies - Mutual Funds | — | — | — | $59K | 0.4% | |
| T. Rowe Price Retirement 2005 Inv Registered Investment Companies - Mutual Funds | — | — | — | $57K | 0.4% | |
| Mutual Global Discovery Fund - Class A Registered Investment Companies - Mutual Funds | — | — | — | $45K | 0.3% | |
| Parnassus Endeavor Investor Registered Investment Companies - Mutual Funds | — | — | — | $42K | 0.3% | |
| T. Rowe Price International Stock Inv Registered Investment Companies - Mutual Funds | — | — | — | $41K | 0.3% | |
| Cohen & Steers Instl Realty Shares Registered Investment Companies - Mutual Funds | — | — | — | $40K | 0.3% | |
| Franklin Small Cap Growth Fund Adv Registered Investment Companies - Mutual Funds | — | — | — | $34K | 0.2% | |
| Franklin Utilities Advisor Inv Registered Investment Companies - Mutual Funds | — | — | — | $30K | 0.2% | |
| Vanguard Small Cap Index Adm Registered Investment Companies - Mutual Funds | — | — | — | $28K | 0.2% | |
| DFA Inflation Protected Securities Port Registered Investment Companies - Mutual Funds | — | — | — | $24K | 0.2% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * T. Rowe Price U.S. Treasury Money Inv Registered Investment Companies - Mutual Funds | — | — | — | $24K | 0.2% | |
| Vanguard Emerging Mkts Stock idx Adm Registered Investment Companies - Mutual Funds | — | — | — | $21K | 0.1% | |
| T. Rowe Price Total EQ Market Index Inv Registered Investment Companies - Mutual Funds | — | — | — | $14K | 0.1% | |
| T. Rowe Price Retirement 2065 Inv Registered Investment Companies - Mutual Funds | — | — | — | $12K | <0.1% | |
| T. Rowe Price Spectrum Income Inv Registered Investment Companies - Mutual Funds | — | — | — | $6K | <0.1% |