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Original filing (PDF)20251014110644NAL0001280595001
CNOS, PC
Form 5500
FILING_RECEIVED
CNOS, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
295
Accounts w/ balance
364
Plan assets (EOY)
$86.6M
Net assets (EOY)
$86.6M
How this plan invests
This plan
32 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.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CNOS, PC.
Plan sponsor
Name
CNOS, PC
EIN
42-1480644
Address
575 SIOUX POINT ROAD · DAKOTA DUNES, SD · 57049
Phone
(605) 217-2667
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KING, REINSCH, PROSSER & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT COMPANY INC. | 27-2037969 | — | RECORD-KEEPER | $38K | — |
Investments
32 direct securities· $84.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Mutual Fund - 90,587 shares | — | — | — | $12.8M | 14.8% | |
| Vanguard Intermediate-Term Treasury Index Mutual Fund - 428,567 shares | — | — | — | $8.4M | 9.7% | |
| Vanguard Target Retirement 2040 Mutual Fund - 162,787 shares | — | — | — | $7.0M | 8.1% | |
| Vanguard Target Retirement 2035 Mutual Fund - 281,266 shares | — | — | — | $6.7M | 7.8% | |
| Vanguard Developed Markets Index Mutual Fund - 370,298 shares | — | — | — | $5.7M | 6.6% | |
| Vanguard Target Retirement 2030 Mutual Fund - 135,095 shares | — | — | — | $5.1M | 5.9% | |
| DFA Short-Term Extended Quality Mutual Fund - 427,787 shares | — | — | — | $4.4M | 5.1% | |
| Vanguard Target Retirement 2045 Mutual Fund - 124,668 shares | — | — | — | $3.7M | 4.3% | |
| DFA U.S. Targeted Value Mutual Fund - 104,260 shares | — | — | — | $3.6M | 4.1% | |
| Vanguard Target Retirement 2050 Mutual Fund - 64,491 shares | — | — | — | $3.2M | 3.7% | |
| DFA International Small Cap Value Mutual Fund - 144,940 shares | — | — | — | $3.2M | 3.7% | |
| Vanguard Short-Term Inflation Protected Mutual Fund - 129,744 shares | — | — | — | $3.2M | 3.6% | |
| DFA Emerging Markets Mutual Fund - 123,012 shares | — | — | — | $2.9M | 3.3% | |
| Vanguard 500 Index Mutual Fund - 3,523 shares | — | — | — | $1.9M | 2.2% | |
| Vanguard Federal Money Market Money Market - 1,719,899 shares | — | — | — | $1.7M | 2.0% | |
| Vanguard Growth Index Mutual Fund - 7,927 shares | — | — | — | $1.7M | 1.9% | |
| Vanguard Target Retirement 2025 Mutual Fund - 86,964 shares | — | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2055 Mutual Fund - 26,269 shares | — | — | — | $1.6M | 1.8% | |
| DFA U.S. Large Value Mutual Fund - 43,918 shares | — | — | — | $1.4M | 1.6% | |
| Vanguard Mid Cap Growth Index Mutual Fund - 6,175 shares | — | — | — | $675K | 0.8% | |
| DFA Global Real Estate Securities Mutual Fund - 57,583 shares | — | — | — | $582K | 0.7% | |
| Vanguard Small Cap Growth Index Mutual Fund - 5,539 shares | — | — | — | $545K | 0.6% | |
| Vanguard Mid Cap Value Index Mutual Fund - 5,764 shares | — | — | — | $483K | 0.6% | |
| Vanguard Emerging Markets Index Mutual Fund - 12,467 shares | — | — | — | $458K | 0.5% | |
| Vanguard Small Cap Index Mutual Fund - 3,640 shares | — | — | — | $419K | 0.5% | |
| DFA Commodity Strategy Mutual Fund - 91,201 shares | — | — | — | $409K | 0.5% | |
| Vanguard Target Retirement 2020 Mutual Fund - 14,057 shares | — | — | — | $372K | 0.4% | |
| Vanguard Target Retirement 2060 Mutual Fund - 5,479 shares | — | — | — | $281K | 0.3% | |
| Vanguard Target Retirement Income Mutual Fund - 20,728 shares | — | — | — | $272K | 0.3% | |
| Vanguard Mid Cap Index Mutual Fund - 675 shares | — | — | — | $221K | 0.3% | |
| Vanguard Target Retirement 2070 Mutual Fund - 8,168 shares | — | — | — | $218K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual Fund - 1,297 shares | — | — | — | $44K | <0.1% |
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