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Original filing (PDF)20251014082120NAL0002314033002
CIMA SERVICES MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
CIMA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
300
Accounts w/ balance
250
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIMA SERVICES MANAGEMENT, INC..
Plan sponsor
Name
CIMA SERVICES MANAGEMENT, INC.
EIN
45-3662075
Address
3334 STRAWBERRY ROAD · PASADENA, TX · 77504
Phone
(713) 946-5053
Industry
Constructionsee 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
34 direct securities · 1 pooled fund· $15.9M(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.
Uncategorized
$8.3M
34 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7.5M | 90.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund | — | — | — | $965K | 11.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund | — | — | — | $956K | 11.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund | — | — | — | $802K | 9.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund | — | — | — | $683K | 8.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund Admiral | — | — | — | $615K | 7.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund | — | — | — | $597K | 7.2% | |
| Maturities through December 2029 | — | — | — | $516K | 6.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund | — | — | — | $393K | 4.7% | |
| Voya Retirement Insurance and Annuity Company MFS Growth Fund R6 | — | — | — | $342K | 4.1% | |
| Voya Retirement Insurance and Annuity Company Fixed Account | — | — | — | $276K | 3.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund | — | — | — | $273K | 3.3% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Mid-Cap Growth Fund R6 | — | — | — | $260K | 3.1% | |
| Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value * Voya Retirement Insurance and Annuity Company American Funds American Balanced | — | — | — | $145K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Voya Small Cap Growth Fund R6 | — | — | — | $143K | 1.7% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective | — | — | — | $138K | 1.7% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth | — | — | — | $133K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund | — | — | — | $128K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund | — | — | — | $90K | 1.1% | |
| Voya Retirement Insurance and Annuity Company MFS Value Fund R5 | — | — | — | $88K | 1.1% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund R6 | — | — | — | $80K | 1.0% | |
| Voya Retirement Insurance and Annuity Company PIMCO Commodity PLUS Str Is | — | — | — | $78K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund | — | — | — | $77K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral | — | — | — | $68K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund | — | — | — | $62K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Voya Gov Money Mkt Fnd A | — | — | — | $60K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund | — | — | — | $54K | 0.7% | |
| Voya Retirement Insurance and Annuity Company DFA Global Real Estate Securities Portfolio | — | — | — | $54K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral | — | — | — | $49K | 0.6% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund - Institutional Class ** 928 * Voya Retirement Insurance and Annuity Company PIMCO International Bond Fund (Unhedged) - Institutional Class | — | — | — | $49K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund | — | — | — | $46K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund | — | — | — | $37K | 0.4% | |
| Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Portfolio | — | — | — | $30K | 0.4% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio | — | — | — | $19K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Portfolio - Institutional Class | — | — | — | $17K | 0.2% |
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