Original filing (PDF)20250609144949NAL0011073955001

CAPITAL PROJECT MANAGEMENT

Name: CAPITAL PROJECT MANAGEMENT — CAPITAL PROJECT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL PROJECT MANAGEMENT

Form 5500

FILING_RECEIVED

CAPITAL PROJECT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL PROJECT MANAGEMENT.

Plan sponsor

Name

CAPITAL PROJECT MANAGEMENT

EIN

23-2827922

Address

1777 SENTRY PARKWAY WEST · VEVA BUILDING 11, SUITE 300 · BLUE BELL, PA · 19422

Phone

(267) 464-1534

Industry

Professional & Technical Servicessee 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

2025-06-09

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

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

13 pooled funds· $7.3M

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.

			% of plan
GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001	Common Collective Trust	$3.0M	40.8%
FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001	Common Collective Trust	$1.4M	18.7%
FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001	Common Collective Trust	$1.1M	15.7%
GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094	Common Collective Trust	$553K	7.6%
GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001	Common Collective Trust	$301K	4.2%
FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001	Common Collective Trust	$234K	3.2%
FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001	Common Collective Trust	$202K	2.8%
FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001	Common Collective Trust	$196K	2.7%
FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001	Common Collective Trust	$180K	2.5%
GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342	Common Collective Trust	$134K	1.8%
FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001	Common Collective Trust	$0	<0.1%
GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289851 / PN 001	Common Collective Trust	$0	<0.1%
FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001	Common Collective Trust	$0	<0.1%

1–13 of 13

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