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Original filing (PDF)20250910145350NAL0021277921001
COMPUTER INTEGRATION TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CIT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
177
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
42 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 COMPUTER INTEGRATION TECHNOLOGIES, INC..
Plan sponsor
Name
COMPUTER INTEGRATION TECHNOLOGIES, INC.
EIN
41-1720479
Address
2375 VENTURA DRIVE · WOODBURY, MN · 551254406
Phone
(651) 255-5715
Industry
All Other Professional Services· 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
2025-09-10
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
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities · 14 pooled funds· $17.2M(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.
Common Collective Trust
$12.0M
12 holdings
Uncategorized
$4.5M
29 holdings
Mutual Funds
$483K
1 holding
Pooled Separate Account
$184K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 19.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 14.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 6.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $863K | 5.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $781K | 4.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $715K | 4.2% | |
| The American Funds Am Fds Bd Fd of Am R6 Fd | — | — | — | $528K | 3.1% | |
| Franklin Mutual Advisers, LLC Franklin DynaTech R6 Fund | — | — | — | $498K | 2.9% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Grw Advantage R6 Fd | Mutual Funds | — | — | $483K | 2.8% | |
| The American Funds American Funds NewPrsp R6 Fnd | — | — | — | $294K | 1.7% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Div Grwth I Fd | — | — | — | $225K | 1.3% | |
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $225K | 1.3% | |
| The American Funds Amer Funds Amer Bal R6 Fd | — | — | — | $220K | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | — | — | — | $217K | 1.3% | |
| John Hancock Advisors, LLC John Hancock Bond R6 Fund | — | — | — | $204K | 1.2% | |
| TIAA-CREF Mutual Funds TIAA-CREF Lg-Cp Gr Idx Inst Fd | — | — | — | $197K | 1.2% | |
| Vanguard Group Vanguard Value Index Adm Fund | — | — | — | $196K | 1.1% | |
| Invesco Small Cap Value R6 Fd | — | — | — | $192K | 1.1% | |
| BNY Mellon BNY Mellon Nat Resources Y Fd | — | — | — | $189K | 1.1% | |
| American Funds Service Company Am Fnds Cap Inc Builder R6 Fd | — | — | — | $178K | 1.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $151K | 0.9% | |
| Capital Research and Mgmt Co American Funds SMCAP Wld R6 Fd | — | — | — | $134K | 0.8% | |
| Lord Abbett & Co, LLC Lord Abbett Bd Debenture R6 Fd | — | — | — | $124K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $112K | 0.7% | |
| First Eagle Mutual Funds First Eagle Global R6 Fund | — | — | — | $104K | 0.6% | |
| The American Funds Am Fds Am Hi-Inc Trust R6 Fund | — | — | — | $82K | 0.5% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fd | — | — | — | $80K | 0.5% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | — | — | — | $75K | 0.4% | |
| Lord Abbett & Co, LLC Lord Abbett Dev Growth R6 Fund | — | — | — | $75K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $72K | 0.4% | |
| (E) | — | — | — | $72K | 0.4% | |
| Participant loans * Notes receivable from participants Interest rates ranging from 6.75% to 10.50%; | — | — | — | $71K | 0.4% | |
| Cohen & Steers Mutual Funds Cohen & Steers Re Est Sec Z Fd | — | — | — | $67K | 0.4% | |
| Charles Schwab Investment Mgmt Schwab Fdm Intl Lg Co Idx Fd | — | — | — | $60K | 0.4% | |
| (E) | — | — | $67K | $60K | 0.3% | |
| Hartford Mutual Funds Hartford Dvdnd and Grwth R6 Fd | — | — | — | $60K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $53K | 0.3% | |
| Vanguard Group Vanguard Intl Growth Adm Fd | — | — | — | $29K | 0.2% | |
| Lord Abbett & Co, LLC Lord Abbett Sht Drtn Inc R6 Fd | — | — | — | $28K | 0.2% | |
| Fixed Annuities * Principal Prin Fixed Inc Guar Option | — | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $376 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1 | <0.1% |