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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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
PAYCHEX, INC.16-1124166ROCHESTER, NYRECORDKEEPER$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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
State Street Target Retirement 2060 -$314K31.4%
State Street Target Retirement 2035 -$209K20.9%
State Street Target Retirement 2055 -$176K17.5%
Named Insured: CorpNet Incorporated 401(K) Profit Sharing Plan & Trust$130K13.0%
State Street Equity 500 Index Fund -$66K6.6%
State Street Target Retirement 2045 -$54K5.4%
Fidelity Small Cap Index -$25K2.5%
State Street Target Retirement 2030 -$24K2.4%
Vanguard Growth Index Fund -$23K2.3%
State Street Target Retirement 2050 -$23K2.3%
TIAA-CREF Equity Index Fund -$22K2.2%
METLIFE GAC SERIES 25053 0
RELIANCE TRUST · EIN 46-6625485 / PN 001
Common Collective Trust
$20K2.0%
Fidelity Mid Cap Index -$13K1.3%
iShares MSCI EAFE International -$12K1.2%
through April 2029. -0-$11K1.1%
State Street Target Retirement 2040 -$6K0.6%
State Street Global All Cap Equity ex-U.S. -$4K0.4%
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$3K0.3%
modifies, augments or restates the definititions set forth therein and as set forth in 29 C.F.R. §$3K0.3%

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