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Original filing (PDF)20251015060415NAL0003885185001
COMPUSYSTEMS, INC.
Form 5500
FILING_RECEIVED
COMPUSYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
111
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 66 bps in Schedule C fees — 128% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUSYSTEMS, INC..
Plan sponsor
Name
COMPUSYSTEMS, INC.
EIN
36-2877892
Address
2601 NAVISTAR DRIVE · LISLE, IL · 60532
Phone
(331) 903-6684
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BG ADVISORS , CPA | 82-4176202 | — | ACCOUNTANT | $8K | — |
Investments
37 direct securities · 2 pooled funds· $10.4M(98% 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.
Registered Investment Companies
$10.3M
37 holdings
Common Collective Trust
$120K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 19.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 13.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $976K | 9.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $812K | 7.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $676K | 6.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $605K | 5.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $549K | 5.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $536K | 5.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $388K | 3.6% | |
| MS DISCOVERY PORTFOLIO I | Registered Investment Companies | — | — | $379K | 3.6% | |
| FID SELECT TECHNOLOGY PORT | Registered Investment Companies | — | — | $282K | 2.6% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $249K | 2.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $177K | 1.7% | |
| FIDELITY SELECT HEALTH CARE | Registered Investment Companies | — | — | $155K | 1.5% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $130K | 1.2% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $100K | 0.9% | |
| VAN GLOBAL EQUITY - INV 223 REGISTERED INVESTMENT COMPANY FRANKLIN SCV R6 | Registered Investment Companies | — | — | $99K | 0.9% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $95K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $83K | 0.8% | |
| DOMINI IMPACT EQUITY INVESTOR | Registered Investment Companies | — | — | $76K | 0.7% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $69K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $64K | 0.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $56K | 0.5% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $55K | 0.5% | |
| FIDELITY CAPITAL & INCOME | Registered Investment Companies | — | — | $51K | 0.5% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $45K | 0.4% | |
| VOYA GLOBAL BOND R6 | Registered Investment Companies | — | — | $33K | 0.3% | |
| VAN WINDSOR - INV | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $18K | 0.2% | |
| JANUS H OVERSEAS FUND I | Registered Investment Companies | — | — | $17K | 0.2% | |
| VAN WELLESLEY INCOME - INV | Registered Investment Companies | — | — | $17K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $12K | 0.1% | |
| FIDELITY ADVISOR GOLD FUND - I | Registered Investment Companies | — | — | $11K | <0.1% | |
| BLACKROCK CHINA A OPPS K | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY LOW PRICED STOCK K | Registered Investment Companies | — | — | $1K | <0.1% |
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