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Original filing (PDF)20251001112153NAL0005896803001
CIDRA HOLDINGS LLC
Form 5500
FILING_RECEIVED
CIDRA HOLDINGS LLC 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
184
Plan assets (EOY)
$36.6M
Net assets (EOY)
$36.6M
How this plan invests
This plan
10 pooled trusts
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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIDRA HOLDINGS LLC.
Plan sponsor
Name
CIDRA HOLDINGS LLC
EIN
26-2180983
Address
50 BARNES PARK NORTH · WALLINGFORD, CT · 06492
Phone
(203) 626-3506
Industry
Engineering Services· 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FML (FIONDELLA, MILONE, LASARACINA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIONDELLA MILONE & LASARACINA LLP | — | GLASTONBURY, CT | AUDITOR | $15K | — |
Investments
17 direct securities · 10 pooled funds· $36.6M(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
$23.6M
17 holdings
Common Collective Trust
$13.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral | — | — | — | $8.5M | 23.2% | |
| MFS Massachusetts Investors Gr Stk R4 | — | — | — | $4.4M | 11.9% | |
| Janus Enterprise Janus Henderson Enterprise T | — | — | — | $3.3M | 9.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 7.4% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.6M | 7.0% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.8M | 5.0% | |
| JP Morgan JPMorgan US Equity I | — | — | — | $1.6M | 4.4% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.2M | 3.3% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1000K | 2.7% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $919K | 2.5% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $716K | 2.0% | |
| Columbia Dividend Income Instl 2 | — | — | — | $636K | 1.7% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 000 | Common Collective Trust | — | — | $494K | 1.3% | |
| Delaware Funds Delaware Small Cap Core I | — | — | — | $442K | 1.2% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $412K | 1.1% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $346K | 0.9% | |
| Wells Fargo Wells Fargo Spec Md Cp Val A | — | — | — | $305K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $294K | 0.8% | |
| American Funds American Funds New World Fund R4 | — | — | — | $282K | 0.8% | |
| dates ranging from 2025 to 2029. - | — | — | — | $152K | 0.4% | |
| Fidelity Advisor Intl Capital App Instl | — | — | — | $139K | 0.4% | |
| First Eagle Investment Management First Eagle Global A | — | — | — | $76K | 0.2% | |
| JP Morgan JPMorgan Government Bond I | — | — | — | $75K | 0.2% | |
| DWS Reef Real Estate Securities Instl | — | — | — | $64K | 0.2% |