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Original filing (PDF)20251022172133NAL0001242211001
PERFORM (CB), LLC
Form 5500
FILING_RECEIVED
PERFORM (CB), LLC 401(K)
401(k) retirement plan
Active participants
83
Accounts w/ balance
183
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORM (CB), LLC.
Plan sponsor
Name
PERFORM (CB), LLC
EIN
30-0585674
Address
2389 E VENICE AVE #410 · VENICE, FL · 34292
Phone
(941) 592-3620
Industry
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
2025-10-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
Investments
23 direct securities· $14.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.8M | 19.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.7M | 19.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.3M | 16.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.1M | 15.0% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $824K | 5.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $597K | 4.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $511K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $450K | 3.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $384K | 2.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $367K | 2.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $245K | 1.7% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $160K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 910 Vanguard Target Retirement Income Fund Vanguard 0 854 MFS International Growth R6 MFS 0 | — | — | — | $149K | 1.1% | |
| Fidelity International Index Fidelity 0 | — | — | — | $115K | 0.8% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $91K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $77K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $75K | 0.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $62K | 0.4% | |
| American Century Mid Cap Value R6 American Century 0 | — | — | — | $50K | 0.4% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $16K | 0.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $14K | <0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $13K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $8K | <0.1% |
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