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Original filing (PDF)20250814074622NAL0009691217001
CUP ACQUISITION, LLC
Form 5500
FILING_RECEIVED
CUSTOM PROFILE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
179
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
24 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 (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUP ACQUISITION, LLC.
Plan sponsor
Name
CUP ACQUISITION, LLC
EIN
45-4756950
Address
2535 WALDORF COURT NW · GRAND RAPIDS, MI · 49544
Phone
(616) 389-1246
Industry
Manufacturingsee 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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
24 direct securities· $5.6M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2045 | — | — | — | $1.0M | 17.1% | |
| State Street Target Retirement 2040 | — | — | — | $745K | 12.7% | |
| State Street Target Retirement 2025 | — | — | — | $490K | 8.3% | |
| State Street Target Retirement 2050 | — | — | — | $481K | 8.2% | |
| Fidelity 500 Index | — | — | — | $362K | 6.2% | |
| State Street Target Retirement 2035 | — | — | — | $348K | 5.9% | |
| State Street Target Retirement 2055 | — | — | — | $287K | 4.9% | |
| Fidelity International Index | — | — | — | $251K | 4.3% | |
| State Street Target Retirement 2030 | — | — | — | $213K | 3.6% | |
| State Street Target Retirement 2065 | — | — | — | $205K | 3.5% | |
| State Street Target Retirement 2060 | — | — | — | $200K | 3.4% | |
| State Street Target Retirement 2020 | — | — | — | $151K | 2.6% | |
| Fidelity Mid Cap Index | — | — | — | $126K | 2.2% | |
| Fidelity Small Cap Index | — | — | — | $122K | 2.1% | |
| BlackRock Strategic Global Bond K | — | — | — | $121K | 2.1% | |
| Fidelity Emerging Markets Index | — | — | — | $113K | 1.9% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $75K | 1.3% | |
| Lord Abbot Growth Leaders R6 | — | — | — | $74K | 1.3% | |
| PGIM, Inc. High-Yield R6 | — | — | — | $55K | 0.9% | |
| ISHARES Short-Term Tips Bond INX K | — | — | — | $47K | 0.8% | |
| JP Morgan Equity Income R6 | — | — | — | $47K | 0.8% | |
| PGIM, Inc. US Real Estate R6 | — | — | — | $27K | 0.5% | |
| Fidelity US Bond Index | — | — | — | $25K | 0.4% | |
| State Street Target Retirement Fund | — | — | — | $24K | 0.4% |
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