Back to filter
Original filing (PDF)20251124125700NAL0000929491001
CORPNET INCORPORATED
Form 5500
FILING_RECEIVED
CORPNET INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 0.3 mo28% in single holding
Active participants
145
Accounts w/ balance
210
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
99
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- Top holding "State Street Target Retirement 2060 -" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPNET INCORPORATED.
Plan sponsor
Name
CORPNET INCORPORATED
EIN
26-4523889
Address
31416 AGOURA RD STE 118 · WESTLAKE VILLAGE, CA · 913615655
Phone
(805) 449-2638
Industry
Admin Support & Waste Mgmtsee 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
2025-11-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $6K | — |
Investments
18 direct securities · 1 pooled fund· $1.1M(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
$1.1M
18 holdings
Common Collective Trust
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2060 - | — | — | — | $314K | 31.4% | |
| State Street Target Retirement 2035 - | — | — | — | $209K | 20.9% | |
| State Street Target Retirement 2055 - | — | — | — | $176K | 17.5% | |
| Named Insured: CorpNet Incorporated 401(K) Profit Sharing Plan & Trust | — | — | — | $130K | 13.0% | |
| State Street Equity 500 Index Fund - | — | — | — | $66K | 6.6% | |
| State Street Target Retirement 2045 - | — | — | — | $54K | 5.4% | |
| Fidelity Small Cap Index - | — | — | — | $25K | 2.5% | |
| State Street Target Retirement 2030 - | — | — | — | $24K | 2.4% | |
| Vanguard Growth Index Fund - | — | — | — | $23K | 2.3% | |
| State Street Target Retirement 2050 - | — | — | — | $23K | 2.3% | |
| TIAA-CREF Equity Index Fund - | — | — | — | $22K | 2.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $20K | 2.0% | |
| Fidelity Mid Cap Index - | — | — | — | $13K | 1.3% | |
| iShares MSCI EAFE International - | — | — | — | $12K | 1.2% | |
| through April 2029. -0- | — | — | — | $11K | 1.1% | |
| State Street Target Retirement 2040 - | — | — | — | $6K | 0.6% | |
| State Street Global All Cap Equity ex-U.S. - | — | — | — | $4K | 0.4% | |
| C.F.R. §2580.412-6 as being deemed to handle or to be “handling” funds or other property of a plan so as to require bonding and (2) are | — | — | — | $3K | 0.3% | |
| modifies, augments or restates the definititions set forth therein and as set forth in 29 C.F.R. § | — | — | — | $3K | 0.3% |
Related plans
Other plans using PAYCHEX, INC.
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND
$6.6B · 14,943 participants
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
$1.2B · 2,817 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19
$519.2M · 1,833 participants
Similar-size Admin Support & Waste Mgmt plans
SYNCSCRIPT
SYNCSCRIPT 401K PLAN
$999K · 6 participants
VERLINVEST USA, INC.
VERLINVEST USA, INC. 401(K) PLAN
$982K · 7 participants
OFFICE ASSISTANT, LLC
OFFICE ASSISTANT, LLC 401(K) PROFIT SHARING PLAN
$981K · 5 participants
EMILY STEPHENS WRITER, LLC
GRWC RETIRE YOUNG FUND CASH BALANCE PLAN
$1.0M · 42 participants
ADVANTAGE ARCHIVES, LLC
ADVANTAGE ARCHIVES 401(K) PLAN
$973K · 23 participants
ROAD READY REGISTRATION
ROAD READY REGISTRATION PROFIT SHARING PLAN
$964K · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
