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Original filing (PDF)20251003131524NAL0001422113001
CABINETWORKS GROUP, INC.
Form 5500
FILING_RECEIVED
CABINETWORKS GROUP 401(K) PLAN
401(k) retirement plan
Active participants
6,374
Accounts w/ balance
7,959
Plan assets (EOY)
$367.6M
Net assets (EOY)
$367.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 117% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CABINETWORKS GROUP, INC..
Plan sponsor
Name
CABINETWORKS GROUP, INC.
EIN
46-0786059
Address
3551 PLANO PARKWAY · SUITE 200 · THE COLONY, TX · 75056
Phone
(214) 469-3159
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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $489K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | CONSULTANT | $150K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $138K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
28 direct securities · 2 pooled funds· $374.9M(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
$365.9M
28 holdings
Common Collective Trust
$9.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R6 | — | — | — | $44.5M | 12.1% | |
| American Funds Target Retirement 2035 Fund | — | — | — | $39.7M | 10.8% | |
| Fidelity Funds 500 Index Fund | — | — | — | $35.4M | 9.6% | |
| American Funds Target Retirement 2040 Fund | — | — | — | $32.3M | 8.8% | |
| American Funds Target Retirement 2030 Fund | — | — | — | $29.1M | 7.9% | |
| American Funds Target Retirement 2045 Fund | — | — | — | $21.5M | 5.8% | |
| Fidelity Funds Extended Market Index Fund | — | — | — | $19.8M | 5.4% | |
| American Funds Target Retirement 2025 Fund | — | — | — | $19.7M | 5.4% | |
| American Funds Target Retirement 2050 Fund | — | — | — | $16.2M | 4.4% | |
| American Funds Target Retirement 2060 Fund | — | — | — | $14.2M | 3.9% | |
| American Funds Target Retirement 2055 Fund | — | — | — | $10.9M | 3.0% | |
| 9.5% with various maturities) | — | — | — | $10.6M | 2.9% | |
| PIMCO Total Return Bond R6 | — | — | — | $10.3M | 2.8% | |
| Similar Party Description of Assets Current Value Mutual Funds American Funds EuroPacific Growth Fund Class R6 | — | — | — | $9.3M | 2.5% | |
| Common Collective Trust * Fidelity Funds Managed Income Portfolio Class 1 | — | — | — | $8.9M | 2.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.9M | 2.4% | |
| J.P. Morgan Equity Income Fund Class R6 | — | — | — | $7.7M | 2.1% | |
| Self-Directed Brokerage Account * Fidelity Funds Brokerage Link | — | — | — | $7.4M | 2.0% | |
| Invesco Discovery Funds Class R6 | — | — | — | $6.9M | 1.9% | |
| Fidelity Funds Total International Index Fund | — | — | — | $5.8M | 1.6% | |
| American Funds Target Retirement 2020 Fund | — | — | — | $4.9M | 1.3% | |
| Fidelity Funds US Bond Index Fund | — | — | — | $4.5M | 1.2% | |
| Vanguard VMMR Federal Money Market | — | — | — | $2.5M | 0.7% | |
| American Funds Target Retirement 2015 Fund | — | — | — | $1.5M | 0.4% | |
| American Funds Target Retirement 2010 Fund | — | — | — | $1.2M | 0.3% | |
| Macquarie Small Cap Value R6 | — | — | — | $945K | 0.3% | |
| Fidelity Funds Managed Income Portfolio II Class 3 | — | — | — | $180K | <0.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $180K | <0.1% | |
| Fidelity Funds Government Money Market Fund | — | — | — | $39K | <0.1% | |
| Fidelity Funds Government Money Market Fund K6 | — | — | — | $2K | <0.1% |
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