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Original filing (PDF)20250724124623NAL0002656467001
CPC, LLC
Form 5500
FILING_RECEIVED
CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
355
Accounts w/ balance
140
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPC, LLC.
Plan sponsor
Name
CPC, LLC
EIN
26-3764473
Address
5 FRANCIS J CLARKE CIR · BETHEL, CT · 068012845
Phone
(203) 748-3547
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | FARMINGTON, CT | CONTRACT ADMIN | $850 | — |
Investments
38 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R4 | — | — | — | $724K | 12.2% | |
| Empower Self-directed Brokerage Account | — | — | — | $520K | 8.7% | |
| American Funds 2040 Trgt Date Retire R4 | — | — | — | $512K | 8.6% | |
| JPMorgan Large Cap Growth R3 | — | — | — | $456K | 7.7% | |
| American Funds 2030 Trgt Date Retire R4 | — | — | — | $349K | 5.9% | |
| American Funds 2045 Trgt Date Retire R4 | — | — | — | $345K | 5.8% | |
| iShares S&P 500 Index A | — | — | — | $341K | 5.7% | |
| American Funds 2055 Trgt Date Retire R4 | — | — | — | $332K | 5.6% | |
| American Funds 2025 Trgt Date Retire R4 | — | — | — | $243K | 4.1% | |
| BlackRock High Yield Bond Inv A | — | — | — | $217K | 3.6% | |
| PIMCO Stockpile Plus Small A 979 T. Rowe Price Dividend Growth Adv | — | — | — | $205K | 3.4% | |
| American Funds 2050 Trgt Date Retire R4 | — | — | — | $174K | 2.9% | |
| Janus Henderson Triton A | — | — | — | $172K | 2.9% | |
| American Funds 2020 Trgt Date Retire R4 | — | — | — | $139K | 2.3% | |
| Parnassus Mid-Cap | — | — | — | $129K | 2.2% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $114K | 1.9% | |
| American Funds New Perspective R4 | — | — | — | $106K | 1.8% | |
| Invesco Developing Markets A | — | — | — | $98K | 1.7% | |
| American Funds EuroPacific Gr R4 | — | — | — | $84K | 1.4% | |
| AllianceBernstein AB Discovery Growth Z | — | — | — | $76K | 1.3% | |
| BlackRock Inflation Protected Bond Inv | — | — | — | $71K | 1.2% | |
| PIMCO Income A | — | — | — | $62K | 1.0% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $61K | 1.0% | |
| Columbia Small Cap Index A | — | — | — | $48K | 0.8% | |
| Neuberger Berman Real Estate A | — | — | — | $47K | 0.8% | |
| Empower Self-directed Brokerage Account Roth | — | — | — | $47K | 0.8% | |
| iShares U.S. Aggregate Bond Index K | — | — | — | $38K | 0.6% | |
| American Funds 2060 Trgt Date Retire R4 | — | — | — | $38K | 0.6% | |
| Vaneck CM Commodity Index I | — | — | — | $37K | 0.6% | |
| Virtus Ceredex Large-Cap Value Equity I | — | — | — | $34K | 0.6% | |
| Lord Abbett Total Return R4 | — | — | — | $31K | 0.5% | |
| American Funds 2015 Trgt Date Retire R4 | — | — | — | $27K | 0.5% | |
| MFS Moderate Allocation R4 | — | — | — | $25K | 0.4% | |
| Columbia Mid Cap Index A | — | — | — | $24K | 0.4% | |
| BlackRock Global Allocation Inv A | — | — | — | $10K | 0.2% | |
| MFS Conservative Allocation R4 | — | — | — | $6K | <0.1% | |
| Virtus Ceredex Mid-Cap Value Equity I | — | — | — | $5K | <0.1% | |
| Allspring Special Small Cap Value A | — | — | — | $4K | <0.1% |