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Original filing (PDF)20251013085755NAL0000396915001
CARDINAL SERVICES, LLC
Form 5500
FILING_RECEIVED
CARDINAL SERVICES 401(K) & PSP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
135
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
28 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 CARDINAL SERVICES, LLC.
Plan sponsor
Name
CARDINAL SERVICES, LLC
EIN
45-5089837
Address
7514 HWY. 90 WEST · NEW IBERIA, LA · 70560
Phone
(337) 364-0898
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | 71-0294708 | — | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX INVESTMENT SERVICES, INC | 75-1869963 | — | SERVICE PROVIDER | $0 | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities· $5.8M(86% of reported assets)
Uncategorized
$5.8M
27 holdings
Real Estate
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Retire 2035 Vanguard 0 | — | — | — | $1.4M | 20.4% | |
| Large Cap Grw Fund Z AB 0 | — | — | — | $761K | 11.3% | |
| Target Retire 2045 Vanguard 0 | — | — | — | $539K | 8.0% | |
| Target Retire 2050 Vanguard 0 | — | — | — | $396K | 5.9% | |
| Small Cap Index Fund Vanguard 0 | — | — | — | $343K | 5.1% | |
| Sm Cap Growth Index Vanguard 0 | — | — | — | $288K | 4.3% | |
| Mid-Cap Growth Index Vanguard 0 | — | — | — | $277K | 4.1% | |
| 500 Index Fund Vanguard 0 | — | — | — | $227K | 3.4% | |
| Target Retire 2040 Vanguard 0 | — | — | — | $205K | 3.1% | |
| Target Retire 2060 Vanguard 0 | — | — | — | $190K | 2.8% | |
| Target Retire 2055 Vanguard 0 | — | — | — | $169K | 2.5% | |
| Target Retire 2020 Vanguard 0 | — | — | — | $168K | 2.5% | |
| Target Retire 2025 Vanguard 0 | — | — | — | $164K | 2.5% | |
| Amer Mutual R6 American Funds 0 | — | — | — | $152K | 2.3% | |
| Target Retire 2030 Vanguard 0 | — | — | — | $112K | 1.7% | |
| Mid-Cap Index Fund Vanguard 0 | — | — | — | $83K | 1.2% | |
| Fixed Account Voya 0 | — | — | — | $77K | 1.1% | |
| New World R6 American Funds 0 | — | — | — | $63K | 0.9% | |
| Secs Port Ins DFA 0 | Real Estate | — | — | $35K | 0.5% | |
| Gv Mny Mkt F A Voya 0 112 Core Plus Bond Fund IS WstAsst 0 | — | — | — | $31K | 0.5% | |
| Intl Diversification Fd R6 MFS 0 | — | — | — | $29K | 0.4% | |
| Target Retire 2065 Vanguard 0 | — | — | — | $28K | 0.4% | |
| Intl Diversification Fd R6 MFS 0 | — | — | — | $22K | 0.3% | |
| Wld exUS Gov Fxd Inc P Ins DFA 0 | — | — | — | $18K | 0.3% | |
| Infl-Prot Sec Port Ins DFA 0 | — | — | — | $18K | 0.3% | |
| Tot Bond Market Index Vanguard 0 801 Tot Int Stock In F Adm Vanguard 0 | — | — | — | $12K | 0.2% | |
| Income Fund Ins PIMCO 0 174 Est Vl Fd R6 VICTORY SYC 0 | — | — | — | $11K | 0.2% | |
| Trgt Retire Inc. Fd Inv Vanguard 0 | — | — | — | $10K | 0.1% |
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