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Original filing (PDF)20251011075601NAL0005048691001
CERTIFIED FLOORING INSTALLATION, IN C.
Form 5500
FILING_RECEIVED
CERTIFIED FLOORING INSTALLATION 401(K) PLAN
401(k) retirement plan
Signals · 2
~131 bps in Sched C feesNo recordkeeper disclosed
Active participants
101
Accounts w/ balance
113
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 131 bps in Schedule C fees — 152% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIFIED FLOORING INSTALLATION, IN C..
Plan sponsor
Name
CERTIFIED FLOORING INSTALLATION, IN C.
EIN
35-2191900
Address
825 LINDBERG COURT · HEBRON, KY · 41048
Phone
(734) 462-8711
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
AMI BENEFIT PLAN ADMINISTRATORS INC
EIN
34-1781113
City
YOUNGSTOWN, OH
Phone
(800) 451-2865
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
HD DAVIS CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMI BENEFIT PLAN ADMINISTRATORS, IN | 34-1781113 | — | NONE | $18K | — |
| TIMOTHY J. HALCHUCK | — | YOUNGSTOWN, OH | NONE | $8K | — |
Investments
24 direct securities · 1 pooled fund· $2.0M(99% 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
$2.0M
24 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Fund | — | — | — | $248K | 12.5% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $231K | 11.7% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $179K | 9.0% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $156K | 7.9% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $152K | 7.7% | |
| Fidelity Small Cap Growth K6 | — | — | — | $146K | 7.4% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $125K | 6.3% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $121K | 6.1% | |
| Vanguard 500 Index Fund | — | — | — | $99K | 5.0% | |
| American Funds American Mutual Fund | — | — | — | $83K | 4.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $79K | 4.0% | |
| MFS International Equity Fund Class R6 | — | — | — | $61K | 3.1% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $47K | 2.4% | |
| Franklin Small Cap Value Fund R6 | — | — | — | $44K | 2.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $42K | 2.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $38K | 1.9% | |
| Notes receivable from participants | — | — | — | $30K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $22K | 1.1% | |
| Vanguard Small-Cap Index Fund | — | — | — | $21K | 1.1% | |
| BlackRock High Yield Bond Class | — | — | — | $19K | 1.0% | |
| Dodge & Cox Income Fund | — | — | — | $13K | 0.7% | |
| American Century Mid Cap Value Fund | — | — | — | $11K | 0.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2K | 0.1% | |
| American Funds New Perspective Fund | — | — | — | $1K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $19 | <0.1% |
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