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Original filing (PDF)20251001172720NAL0013525409001
CREATIVE STONE MANUFACTURING, INC. D/B/A CORONADO STONE PRODUCTS
Form 5500
FILING_RECEIVED
CORONADO STONE PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
168
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 49% 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 CREATIVE STONE MANUFACTURING, INC. D/B/A CORONADO STONE PRODUCTS.
Plan sponsor
Name
CREATIVE STONE MANUFACTURING, INC. D/B/A CORONADO STONE PRODUCTS
EIN
33-0629065
Address
342 PERRY STREET · PERRIS, CA · 92571
Phone
(909) 357-8295
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RP&B
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 | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $18K | — |
Investments
25 direct securities · 1 pooled fund· $7.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.5M
25 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecylce Index 2035 R6 Variable Annuities | — | — | — | $1.2M | 16.0% | |
| Nuveen Lifecylce Index 2030 R6 Variable Annuities | — | — | — | $1.1M | 15.0% | |
| Nuveen Lifecylce Index 2040 R6 Variable Annuities | — | — | — | $864K | 11.5% | |
| Nuveen Lifecylce Index 2020 R6 Variable Annuities | — | — | — | $691K | 9.2% | |
| Nuveen Lifecylce Index 2045 R6 Variable Annuities | — | — | — | $588K | 7.8% | |
| Mass Mutual Guaranteed Investment Acct Fixed Annuities | — | — | — | $538K | 7.2% | |
| Nuveen Lifecylce Index 2050 R6 Variable Annuities | — | — | — | $518K | 6.9% | |
| Nuveen Lifecylce Index 2025 R6 Variable Annuities | — | — | — | $443K | 5.9% | |
| Vanguard Value Index Adm Variable Annuities | — | — | — | $319K | 4.3% | |
| Nuveen Lifecylce Index 2055 R6 Variable Annuities | — | — | — | $262K | 3.5% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5%, | — | — | — | $240K | 3.2% | |
| Vanguard Small Cap Growth Index Admiral Variable Annuities | — | — | — | $165K | 2.2% | |
| Vanguard 500 Index Admiral Variable Annuities | — | — | — | $123K | 1.6% | |
| Vanguard Small Cap Value Index Admiral Variable Annuities | — | — | — | $105K | 1.4% | |
| Vanguard Mid-Cap Value Index- Admiral Variable Annuities | — | — | — | $67K | 0.9% | |
| Nuveen Lifecylce Index 2060 R6 Variable Annuities | — | — | — | $59K | 0.8% | |
| Vanguard Total Intl stock Index Admiral Variable Annuities | — | — | — | $47K | 0.6% | |
| Vanguard Mid-Cap Index Fund- Admiral Variable Annuities | — | — | — | $31K | 0.4% | |
| Nuveen Lifecycle Index Retirement Inc R6TRILX Variable Annuities | — | — | — | $27K | 0.4% | |
| Vanguard Value Index Adm Variable Annuities | — | — | — | $26K | 0.4% | |
| Vanguard Interm-Term Bond Index ADM Variable Annuities | — | — | — | $18K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Variable Annuities | — | — | — | $13K | 0.2% | |
| Nuveen Lifecylce Index 2065 R6 Variable Annuities | — | — | — | $10K | 0.1% | |
| Vanguard Inter-Term Treasury Ind ADMIRALVSIGXVariable Annuities | — | — | — | $9K | 0.1% | |
| Vanguard International Growth ADM Variable Annuities | — | — | — | $7K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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