Back to filter
Original filing (PDF)20251216103505NAL0001296435001
CARDO WINDOWS, INC.
Form 5500
FILING_RECEIVED
CARDO WINDOWS, INC. 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
17 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 (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDO WINDOWS, INC..
Plan sponsor
Name
CARDO WINDOWS, INC.
EIN
25-1665690
Address
109 GAITHER DRIVE SUITE 309 · MT. LAUREL, NJ · 08054
Phone
(856) 235-4441
Industry
Retail Tradesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DSR CPA AND CONSULTANTS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $8K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY-PLAN | $174 | — |
Investments
17 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | $0 | — |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156 | Pooled Separate Account | $0 | — |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | $0 | — |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | $0 | — |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | $0 | — |
| FIDELITY TOTAL INTERNTL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160 | Pooled Separate Account | $0 | — |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | $0 | — |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | $0 | — |
| METROPOLITAN WEST TOTAL RET BD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | $0 | — |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | $0 | — |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2020 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 076 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2025 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 077 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2030 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 078 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2035 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 079 | Pooled Separate Account | $0 | — |
Related plans
Other plans using ADMIN. GROUP, LLC DBA TAG RESOURCES
ACE HARDWARE CORPORATION
ACE RETAIL SAVINGS PLAN 401(K)
$188.2M · 10,227 participants
SMART RETIREMENT SOLUTIONS, INC.
CHOICE POOLED EMPLOYER PLAN I
$91.2M · 6,378 participants
AVMA LIFE TRUST, LLC
AVMA LIFE TRUST, LLC 401(K) PLAN
$74.7M · 3,439 participants
CURO MANAGEMENT CORPORATION
CURO MANAGEMENT 401(K) RETIREMENT PLAN
$62.5M · 1,539 participants
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES
CHOICE POOLED EMPLOYER PLAN III
$53.1M · 2,783 participants
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES
CHOICE POOLED EMPLOYER PLAN I
$47.2M · 4,941 participants
Similar-size Retail Trade plans
CUSTOM BLINDS & DESIGN
CUSTOM BLINDS & DESIGN 401(K) PLAN
$0
CHAMPION WINDOWS INC
CHAMPION WINDOWS INC 401(K) PROFIT SHARING PLAN & TRUST
$0
DRAPERY WORKS & ROCKWOOD BUSINESS SERVICES
RBS DRAPERY WORKS 401(K) PROFIT SHARING PLAN
$0
WINDOW SELECT LLC
WINDOW SELECT LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
LENHART VENTURES, INC.
LENHART VENTURES, INC. 401(K) PROFIT SHARING PLAN
$0 · 18 participants
M&M WINDOW WASHING INC
M&M WINDOW WASHING 401(K) PLAN
$0
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants