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Original filing (PDF)20251015094519NAL0008580866001
CUBRC, INC.
Form 5500
FILING_RECEIVED
CUBRC AND AVARINT EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
281
Plan assets (EOY)
$49.6M
Net assets (EOY)
$49.6M
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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUBRC, INC..
Plan sponsor
Name
CUBRC, INC.
EIN
22-2505934
Address
4455 GENESEE ST · SUITE 106 · BUFFALO, NY · 14225
Phone
(716) 204-5111
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRONCONI SEGARRA & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | ADVISOR | $38K | — |
Investments
26 direct securities · 1 pooled fund· $49.6M(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
$49.4M
26 holdings
Common Collective Trust
$189K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $6.7M | 13.5% | |
| Fidelity Investments Fidelity 500 Index Mutual Fund | — | — | — | $5.9M | 11.9% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $5.8M | 11.6% | |
| 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.9M | 9.9% | |
| 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.6M | 9.2% | |
| 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.1M | 8.2% | |
| 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $3.6M | 7.2% | |
| 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.1M | 4.2% | |
| 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.7M | 3.4% | |
| 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.6M | 3.3% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $1.3M | 2.7% | |
| 2020 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.2M | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.1M | 2.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.1M | 2.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $880K | 1.8% | |
| BlackRock High Yield Bond Fund Class K Mutual Fund | — | — | — | $791K | 1.6% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $452K | 0.9% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $334K | 0.7% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $288K | 0.6% | |
| Dimensional Fund Advisors Global Real Estate Securities Portfolio Mutual Fund | — | — | — | $259K | 0.5% | |
| MassMutual Premier Inflation-Protected and Income Fund Class I Mutual Fund | — | — | — | $248K | 0.5% | |
| Janus Henderson Balanced Fund Class N Mutual Fund | — | — | — | $194K | 0.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $189K | 0.4% | |
| 2015 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $102K | 0.2% | |
| Capital World Bond R-6 Mutual Fund | — | — | — | $70K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $64K | 0.1% | |
| Commodity Strategy Institutional Mutual Fund | — | — | — | $53K | 0.1% |
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