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Original filing (PDF)20251007143537NAL0002546659001
CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX
Form 5500
FILING_RECEIVED
COMTEX 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
315
Accounts w/ balance
466
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX.
Plan sponsor
Name
CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX
EIN
38-3643188
Address
575 HARMON AVENUE · COLUMBUS, OH · 43223
Phone
(614) 453-9272
Industry
Other Services (ex. Public Admin)see 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BHM CPA GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $22K | — |
Investments
31 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth & Income Portfolio Mutual Fund | — | — | — | $992K | 14.3% | |
| American Funds Preservation Portfolio Mutual Fund | — | — | — | $894K | 12.9% | |
| American Funds Income Fund of America Mutual Fund | — | — | — | $792K | 11.4% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $624K | 9.0% | |
| American Funds Growth Portfolio Mutual Fund | — | — | — | $604K | 8.7% | |
| American Funds US Govt Money Market Money market fund | — | — | — | $515K | 7.4% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $414K | 6.0% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $399K | 5.7% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $380K | 5.5% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $316K | 4.5% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $227K | 3.3% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $203K | 2.9% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $196K | 2.8% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $141K | 2.0% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $68K | 1.0% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $44K | 0.6% | |
| Asset Holding Balance Money market fund | — | — | — | $31K | 0.4% | |
| American Funds Capital World Growth/Income Mutual Fund | — | — | — | $27K | 0.4% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $13K | 0.2% | |
| American Funds American Balanced Mutual Fund | — | — | — | $10K | 0.1% | |
| American Funds Capital World G/I R3 Mutual Fund | — | — | — | $9K | 0.1% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $8K | 0.1% | |
| American Funds Small Cap World Mutual Fund | — | — | — | $8K | 0.1% | |
| MFS Total Return Mutual Fund 640 Franklin Income Return Mutual Fund | — | — | — | $8K | 0.1% | |
| MFS Mid Cap Value Mutual Fund | — | — | — | $7K | <0.1% | |
| American Funds New World Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| American Funds Washington Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price Blue Chip Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds Capital Income Builders Mutual Fund | — | — | — | $3K | <0.1% | |
| American Funds Fundamental Invest Mutual Fund | — | — | — | $1K | <0.1% |
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