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Original filing (PDF)20251015090901NAL0002064003001
COLEMAN PROFESSIONAL SERVICES INC.
Form 5500
FILING_RECEIVED
COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
909
Accounts w/ balance
1,112
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLEMAN PROFESSIONAL SERVICES INC..
Plan sponsor
Name
COLEMAN PROFESSIONAL SERVICES INC.
EIN
34-1240178
Address
5982 RHODES ROAD · KENT, OH · 44240
Phone
(330) 676-6845
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRON COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $40K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $8K | — |
Investments
25 direct securities · 1 pooled fund· $34.4M(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
$18.7M
25 holdings
Pooled Separate Account
$15.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $15.7M | 83.8% | |
| State Street Equity 500 Index Pooled separate account | — | — | — | $1.6M | 8.6% | |
| American Century One Choice 2055 Pooled separate account | — | — | — | $1.5M | 8.1% | |
| American Century One Choice 2030 Pooled separate account | — | — | — | $1.5M | 7.9% | |
| American Century One Choice 2045 Pooled separate account | — | — | — | $1.2M | 6.4% | |
| American United Life Fixed Interest Guaranteed interest investment, | — | — | — | $1.1M | 6.1% | |
| American Century One Choice 2035 Pooled separate account | — | — | — | $1.1M | 6.0% | |
| American Century One Choice 2050 Pooled separate account | — | — | — | $1.1M | 5.7% | |
| Retirement Portfolio American Century One Choice 2040 Pooled separate account | — | — | — | $958K | 5.1% | |
| American Century Ultra Pooled separate account | — | — | — | $906K | 4.8% | |
| American Century One Choice 2025 Pooled separate account | — | — | — | $895K | 4.8% | |
| American United Stable Value Guaranteed interest investment, | — | — | — | $888K | 4.7% | |
| American Funds Washington Mutual R4 Pooled separate account | — | — | — | $851K | 4.5% | |
| Columbia Smallcap Index A Pooled separate account | — | — | — | $771K | 4.1% | |
| COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0 | — | — | — | $771K | 4.1% | |
| American Century One Choice 2060 Pooled separate account | — | — | — | $741K | 3.9% | |
| Columbia Midcap Index A Pooled separate account | — | — | — | $656K | 3.5% | |
| American Century One Choice in Pooled separate account | — | — | — | $524K | 2.8% | |
| American Funds American Balanced R4 Pooled separate account | — | — | — | $515K | 2.7% | |
| American Century International Growth Pooled separate account | — | — | — | $298K | 1.6% | |
| FRANKLIN/TEMPLETON TEMPLETON GLOBAL BOND A MUTUAL FUND SHARES 0 | — | — | — | $191K | 1.0% | |
| Thornburg Limited Term Income R5 Pooled separate account ** 904 * Participant loans Bearing interest at 4.25% - 8.50% | — | — | — | $169K | 0.9% | |
| INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0 | — | — | — | $157K | 0.8% | |
| American Century One Choice 2065 Pooled separate account | — | — | — | $150K | 0.8% | |
| PGIM Total Return Bond Z Pooled separate account | — | — | — | $46K | 0.2% | |
| PIMCO Real Return Pooled separate account | — | — | — | $34K | 0.2% |