How big is Cardone Industries, Inc.'s plan?

Cardone Industries, Inc.'s plan reported $22.3M in assets and 46 participants for 2023.

Original filing (PDF)20251014174729NAL0001740515001

Cardone Industries, Inc.

Name: Cardone Industries, Inc. — Cardone Industries, Inc., Form 5500 (2023)
Creator: Cardone Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cardone Industries, Inc. Union Employees' Pension Plan

Defined-benefit pension plan · Cardone Industries, Inc.'s Cardone Industries, Inc. Union Employees' Pension Plan held $22.3M in plan assets for 46 participants in 2023.

Signals · 3

51% in single holding~346 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

People on this filing

Kevin Ruminski signed Cardone Industries, Inc.'s 2023 Form 5500 as plan administrator.

Kevin Ruminski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cardone Industries, Inc.'s EIN is 23-3000982.

EIN 23-3000982

Plan number 002

Plan year 2023

ACK ID 20251014174729NAL0001740515001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cardone Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDONE INDUSTRIES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

120 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

100

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Plan sponsor

Name

CARDONE INDUSTRIES, INC.

EIN

all filings

Address

5501 WHITAKER AVENUE · PHILADELPHIA, PA · 19124

Phone

(215) 912-3000

Industry

Manufacturing

Plan administrator

Name

CARDONE INDUSTRIES, INC.

EIN

23-3000982

City

PHILADELPHIA, PA

Phone

(215) 912-3000

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-10

Tax period

2024-12-09

Filed

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BOBER, MARKEY, FEDOROVICH & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST FINANCIAL ADVISORS	26-0058143	—	NONE	$69K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
MIDWEST INSTITUTIONAL TRUST COMPANY	39-6436442	—	TRUSTEE	$77K	—

Investments

120 direct securities · 1 pooled fund· $21.5M(97% 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.

Common Collective Trust

$11.1M

1 holding

Bonds / Notes

$6.1M

89 holdings

U.S. Treasuries

$2.5M

17 holdings

Other securities

$1.1M

4 holdings

Common Stocks

$369K

7 holdings

Structured Credit (CLO/ABS)

$314K

3 holdings

					% of plan
WILMINGTON TRUST CIT DB GROWTH PORT WILMINGTON TRUST, N.A. · EIN 82-0737797 / PN 187	Common Collective Trust	—	$9.2M	$11.1M	49.9%
GS Financial Square Government Fund Mutual Fund	Other securities	—	$1.0M	$1.0M	4.5%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2043 Government Obligation	U.S. Treasuries	—	$480K	$326K	1.5%
Jpmdb Coml Mtg SEC Tr Ser 2017 C5 Cl A S Fltg rate Due 3/17/2050 Corporate Obligation	Bonds / Notes	—	$330K	$310K	1.4%
US Treasury SEC Stripped Interest Payment Due 11/15/2054 Government Obligation	U.S. Treasuries	—	$278K	$273K	1.2%
Rr LTD Ser 2019 7r Cl A 1a B Fltg Rate Due 1/15/2037 Corporate Obligation	Bonds / Notes	—	$250K	$250K	1.1%
US Treasury SEC Stripped Interest Payment Tints Due 2/15/2045 Government Obligation	U.S. Treasuries	—	$217K	$243K	1.1%
US Treasury Bond 4.25% Due 8/15/2054 Government Obligation	U.S. Treasuries	—	$239K	$239K	1.1%
Avis Bud Rent Car Fdg Ser 2023 8 Cl A 6.34% Due 2/20/2030 Corporate Obligation	Bonds / Notes	—	$190K	$197K	0.9%
BMO Ser 2023 C7 Cl A 5 Fltg Rate Due 12/15/2056 Corporate Obligation	Bonds / Notes	—	$175K	$184K	0.8%
Westlake Automobile Receivables Tr 2022-2 Backed 144a NT Cl D 5.48% Due 9/15/2027 Corporate Obligation	Bonds / Notes	—	$180K	$181K	0.8%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2045 Government Obligation	U.S. Treasuries	—	$174K	$165K	0.7%
Fin of Amer Stru Secs Ser 2022 S6 Cl A1 Fltg Rate Due 7/25/2061 Corporate Obligation	Bonds / Notes	—	$150K	$164K	0.7%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2046 Government Obligation	U.S. Treasuries	—	$244K	$153K	0.7%
US Treasury Note 4.125% Due 11/30/2029 Government Obligation	U.S. Treasuries	—	$150K	$150K	0.7%
US Treasury Note 4.125% Due 11/15/2027 Government Obligation	U.S. Treasuries	—	$150K	$150K	0.7%
Comcast Corp New NT 3.40% Due 7/15/2046 Corporate Obligation	Bonds / Notes	—	$163K	$146K	0.7%
BMO Mtg Tr Ser 2022 C2 Cl A S Fltg Rate Due 7/17/2054 Corporate Obligation	Structured Credit (CLO/ABS)	—	$142K	$141K	0.6%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2047 Government Obligation	U.S. Treasuries	—	$201K	$138K	0.6%
New Economy Assets Phase 1 Issuer LLC 144a Reg S 2.41% Due 10/20/2061 Corporate Obligation	Bonds / Notes	—	$149K	$134K	0.6%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2048 Government Obligation	U.S. Treasuries	—	$210K	$126K	0.6%
Brean Asset Back Secs Tr 2023-RM6 Mtg Backed NT Cl A1 144a 5.25% Due 1/25/2063 Corporate Obligation	Bonds / Notes	—	$118K	$122K	0.5%
Apple Inc Sr 4.375% Due 5/13/2045 Corporate Obligation	Bonds / Notes	—	$169K	$120K	0.5%
Bbcms Mortgage Trust Ser 2023 C22 Cl A S Fltg Rate Due 11/17/2056 Corporate Obligation	Bonds / Notes	—	$103K	$112K	0.5%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2049 Government Obligation	U.S. Treasuries	—	$119K	$111K	0.5%
Fremf Mtg Tr Ser 2018 K80 Cl C Fltg Rate Due 7/25/2028 Corporate Obligation	Structured Credit (CLO/ABS)	—	$118K	$110K	0.5%
Midamerican Energy Co 1mtg Bd 4.80% Due 9/15/2043 Corporate Obligation	Bonds / Notes	—	$130K	$108K	0.5%
US Treasury SEC Stripped Interest Payment Tints Due 2/15/2043 Government Obligation	U.S. Treasuries	—	$88K	$107K	0.5%
JP Morgan Chase Bank NA NT 3.882% Due 7/24/2038 Corporate Obligation	Bonds / Notes	—	$138K	$106K	0.5%
Cisco Sys Inc 5.50% Due 1/15/2040 Corporate Obligation	Bonds / Notes	—	$140K	$105K	0.5%
Jpmbb Coml Mtg SEC Tr Ser 2015 C28 Cl B Fltg Rate Due 10/19/2048 Corporate Obligation	Bonds / Notes	—	$99K	$103K	0.5%
Scott Tr Ser 2023 Sfs Cl A 5.909% Due 3/12/2040 Corporate Obligation	Bonds / Notes	—	$100K	$102K	0.5%
US Treasury SEC Stripped Interest Payment Due 11/15/2050 Government Obligation	U.S. Treasuries	—	$189K	$101K	0.5%
Cbam LTD Ser 2019 11r Cl C Fltg Rate Due 1/22/2035 Corporate Obligation	Bonds / Notes	—	$100K	$100K	0.4%
Simon Ppty Group LP Glbl NT 3.80% Due 7/15/2050 Corporate Obligation	Bonds / Notes	—	$82K	$93K	0.4%
DB Master Finance LLC Ser 2021 1 Cl A 2 I 2.045% Due 11/20/2051 Corporate Obligation	Bonds / Notes	—	$97K	$92K	0.4%
Ameren Ill Co 1st Mtg 3.70% Due 12/1/2047 Corporate Obligation	Bonds / Notes	—	$101K	$91K	0.4%
California ST GO Bds Taxable 7.30% Due 10/01/2039 Government Obligation	Bonds / Notes	—	$103K	$88K	0.4%
Microsoft Corp Sr Glbl NT 2.921% Due 3/17/2052 Corporate Obligation	Bonds / Notes	—	$129K	$88K	0.4%
Duke Energy Ind LLC 1m Xxx 3.75% Due 5/15/2046 Corporate Obligation	Bonds / Notes	—	$128K	$87K	0.4%
US Treasury SEC Stripped Interest Payment Tints Due 11/15/2051 Government Obligation	U.S. Treasuries	—	$103K	$86K	0.4%
Dte Elec Co 1m B Bd 2.95% Due 3/1/2050 Corporate Obligation	Bonds / Notes	—	$103K	$86K	0.4%
Anheuser Busch Inbev Worldwide 5.45% Due 1/23/2039 Corporate Obligation	Bonds / Notes	—	$82K	$83K	0.4%
Trinity Health Corp Ind Sr 2021 NT 2.632% Due 12/1/2040 Corporate Obligation	Bonds / Notes	—	$86K	$81K	0.4%
Amazon Com Inc Sr NT 2.50% Due 6/3/2050 Corporate Obligation	Bonds / Notes	—	$91K	$79K	0.4%
Florida Pwr & LT Co 1st Mtg Bd 4.05% Due 10/1/2044 Corporate Obligation	Bonds / Notes	—	$105K	$77K	0.3%
Goldman Sachs Group Inc Sr Glbl NT Var Rate 1/27/2032 Corporate Obligation	Common Stocks	—	$73K	$76K	0.3%
Pfizer Invt Enterprises Sr Glbl 5.30% Due 5/19/2053 Foreign Debt Obligation	Bonds / Notes	—	$78K	$74K	0.3%
Public Svc Elec Gas Co MTN Fr 3.95% Due 5/1/2042 Corporate Obligation	Bonds / Notes	—	$80K	$72K	0.3%
Johnson & Johnson Sr NT 3.50% Due 1/15/2048 Corporate Obligation	Bonds / Notes	—	$88K	$64K	0.3%

1–50 of 121

1 / 3

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$106K Goldman Sachs$76K Prudential / PGIM$38K Morgan Stanley$29K

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