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Original filing (PDF)20250729131204NAL0002804385001
CYMSTAR, LLC
Form 5500
FILING_RECEIVED
CYMSTAR COLLECTIVE BARGAINING EMPLOYEES'
401(k) retirement plan
Active participants
64
Accounts w/ balance
116
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
60 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYMSTAR, LLC.
Plan sponsor
Name
CYMSTAR, LLC
EIN
41-2100897
Address
1501 SW EXPRESSWAY DRIVE · BROKEN ARROW, OK · 74012
Phone
(918) 251-8100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
Investments
55 direct securities · 1 pooled fund· $42.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.5M
55 holdings
Pooled Separate Account
$16.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.1M | 95.3% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $2.8M | 16.8% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $2.7M | 16.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.7M | 16.0% | |
| Vanguard Total Stock Market Index | — | — | — | $1.5M | 8.7% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | — | — | — | $1.5M | 8.7% | |
| American Funds The Growth Fund of America | — | — | — | $1.3M | 7.4% | |
| (Held at End of Year) CYMSTAR COLLECTIVE BARGAINING EES RET PLAN EIN#41-2100897 Plan# 002 Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.2M | 7.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.2M | 7.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.1M | 6.5% | |
| Voya Fixed Account | — | — | — | $650K | 3.9% | |
| Vanguard Mid-Cap Index | — | — | — | $620K | 3.7% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $566K | 3.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $566K | 3.4% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $477K | 2.8% | |
| American Funds New Perspective | — | — | — | $477K | 2.8% | |
| Vanguard Small-Cap Index | — | — | — | $421K | 2.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $410K | 2.4% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $410K | 2.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $383K | 2.3% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $383K | 2.3% | |
| American Funds American Balanced | — | — | — | $247K | 1.5% | |
| Neuberger Berman Mid-Cap Growth | — | — | — | $233K | 1.4% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | — | — | — | $233K | 1.4% | |
| American Funds EuroPacific Growth | — | — | — | $229K | 1.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $216K | 1.3% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $216K | 1.3% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | — | — | — | $179K | 1.1% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $179K | 1.1% | |
| PGIM High Yield | — | — | — | $178K | 1.1% | |
| Vanguard LifeStrategy Growth | — | — | — | $159K | 0.9% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $159K | 0.9% | |
| Voya Intermediate Bond Fund | — | — | — | $151K | 0.9% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $144K | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $144K | 0.9% | |
| LOAN FUND Participant Loans - Rates 4.50% to 9.50% | — | — | — | $143K | 0.8% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $141K | 0.8% | |
| Vanguard Target Retirement Income | — | — | — | $141K | 0.8% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $139K | 0.8% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $116K | 0.7% | |
| American Funds Capital Income Builder | — | — | — | $116K | 0.7% | |
| Columbia SmCp Value Fnd II I3 Registered Investment Company | — | — | — | $103K | 0.6% | |
| Columbia Select Mid Cap Value Fund | — | — | — | $100K | 0.6% | |
| JP Morgan Equity Income | — | — | — | $88K | 0.5% | |
| DFA Emerging Markets Pt Ins Registered Investment Company | — | — | — | $77K | 0.5% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $72K | 0.4% | |
| ClearBridge Small Cap Growth | — | — | — | $72K | 0.4% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | — | — | — | $35K | 0.2% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $35K | 0.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $28K | 0.2% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $10K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $10K | <0.1% | |
| Voya Gov Money Market Fund A | — | — | — | $1K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $1K | <0.1% |
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