Back to filter
Original filing (PDF)20251014083909NAL0002416737001
CZARNOWSKI DISPLAY SERVICE, INC.
Form 5500
FILING_RECEIVED
CZARNOWSKI DISPLAY SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,133
Accounts w/ balance
787
Plan assets (EOY)
$65.8M
Net assets (EOY)
$65.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Participation health
80
Knocking points off
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CZARNOWSKI DISPLAY SERVICE, INC..
Plan sponsor
Name
CZARNOWSKI DISPLAY SERVICE, INC.
EIN
36-2695389
Address
2287 S. BLUE ISLAND AVENUE · CHICAGO, IL · 60608
Phone
(773) 247-1500
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | ADVISOR | $93K | — |
Investments
30 direct securities · 1 pooled fund· $67.0M(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
$65.4M
30 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Investments 500 Index Premium Fund | — | — | — | $9.6M | 14.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $5.4M | 8.2% | |
| Self-Directed Brokerage Accounts Common stock, registered investment companies, unit investment trust, cash | — | — | — | $5.4M | 8.2% | |
| Columbia Threadneedle Investments Diversified Income Fund Class I3 | — | — | — | $3.8M | 5.8% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $3.7M | 5.6% | |
| Janus Henderson Enterprise I Janus Henderson Enterprise Fund Class N | — | — | — | $3.7M | 5.6% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $3.4M | 5.1% | |
| Dimensional Fund Advisors U.S. Small-Cap Portfolio Institutional Class | — | — | — | $2.7M | 4.1% | |
| Fidelity Investments Mid-Cap Index Fund | — | — | — | $2.7M | 4.1% | |
| Columbia Threadneedle Investments Contrarian Core Fund Institutional 3 Class | — | — | — | $2.4M | 3.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $2.3M | 3.6% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $2.3M | 3.5% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.2M | 3.4% | |
| Hartford Funds International Opportunities Fund Class R6 | — | — | — | $2.1M | 3.2% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1.8M | 2.7% | |
| Allspring Global Investments Special Mid Cap Value R6 | — | — | — | $1.7M | 2.5% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.6M | 2.5% | |
| Common Collective Trust * Fidelity Investments Managed Income Portfolio Class 2 | — | — | — | $1.6M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.4M | 2.2% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.3M | 2.0% | |
| PGIM Investments High-Yield Fund- Class R6 | — | — | — | $1.0M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $754K | 1.1% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $726K | 1.1% | |
| PGIM Investments Total Return Bond Fund -Class R6 | — | — | — | $632K | 1.0% | |
| Emerging Markets Core Equity 2 Portfolio Dimensional Fund Advisors | — | — | — | $560K | 0.9% | |
| Institutional Class Vanguard GNMA Fund Admiral Shares | — | — | — | $398K | 0.6% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $111K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $10K | <0.1% | |
| Fidelity Investments Government Money Market Fund Class K6 | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using PCA INVESTMENT ADVISORY SERVICES
R.A JONES & CO.
COESIA NORTH AMERICA 401(K) RETIREMENT SAVINGS PLAN
$213.9M · 910 participants
MAZAK CORPORATION
MAZAK EMPLOYEE SHARED SAVINGS PLAN
$180.6M · 867 participants
RUMPKE CONSOLIDATED COMPANIES, INC.
RUMPKE 401(K) RETIREMENT PLAN
$173.3M · 3,628 participants
FISCHER MANAGEMENT, LLC
FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST
$94.7M · 869 participants
ULTIMUS FUND SOLUTIONS, LLC
ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN
$87.0M · 1,025 participants
IMPERIAL OPTICAL MIDCO INC.
KEPLR VISION 401(K) PLAN
$83.0M · 2,840 participants
Similar-size All Other Professional Services plans
DENALI THERAPEUTICS INC.
DENALI THERAPEUTICS 401(K) PLAN
$65.7M · 410 participants
AMERICAN CAMPUS COMMUNITIES SERVICES
AMERICAN CAMPUS COMMUNITIES SERVICES, INC. 401(K) PLAN
$65.7M · 3,035 participants
EIIF MANAGEMENT USA, INC.
THE EIIF MANAGEMENT USA, INC. RETIREMENT SAVINGS PLAN
$66.1M · 1,079 participants
AMERICAN NATIONAL STANDARDS INSTITUTE
AMERICAN NATIONAL STANDARDS INSTITUTE 403(B) PLAN
$65.1M · 222 participants
NTS TECHNICAL SYSTEMS DBA NATIONAL TECHNICAL SYSTEMS
NTS TECHNICAL SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
$65.0M · 290 participants
FLAGSHIP PIONEERING, INC.
FLAGSHIP PIONEERING 401(K) PROFIT SHARING PLAN
$65.0M · 539 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B