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Original filing (PDF)20251014132959NAL0002889617001
CUMMINGS ELECTRICAL, LP
Form 5500
FILING_RECEIVED
CUMMINGS ELECTRICAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,024
Accounts w/ balance
1,494
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUMMINGS ELECTRICAL, LP.
Plan sponsor
Name
CUMMINGS ELECTRICAL, LP
EIN
46-3340103
Address
14900 GRAND RIVER RD · SUITE 124 · FORT WORTH, TX · 76155
Phone
(682) 350-6044
Industry
Electrical Contractors· 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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LANE GORMAN TRUBITT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $99K | — |
| MIAI INC | — | DALLAS, TX | NONE | $70K | — |
| LANE GORMAN TRUBITT, LLC | — | DALLAS, TX | NONE | $15K | — |
Investments
23 direct securities· $39.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced R4 American Funds 0 | — | — | — | $7.3M | 18.5% | |
| American Funds Growth Fund of Amer R4 American Funds 0 | — | — | — | $5.7M | 14.6% | |
| American Funds Trgt Date Ret 2060 R4 American Funds 0 | — | — | — | $3.1M | 8.0% | |
| American Funds New Perspective R4 American Funds 0 | — | — | — | $2.8M | 7.1% | |
| JPMorgan Equity Income R3 JPMorgan 0 | — | — | — | $2.5M | 6.5% | |
| American Funds Inc Fund of Amer R4 American Funds 0 | — | — | — | $2.2M | 5.7% | |
| American Funds Trgt Date Ret 2055 R4 American Funds 0 | — | — | — | $2.2M | 5.6% | |
| JPMorgan Mid Cap Value R3 JPMorgan 0 | — | — | — | $1.7M | 4.4% | |
| American Funds Trgt Date Ret 2050 R4 American Funds 0 | — | — | — | $1.7M | 4.3% | |
| Victory Sycamore Small Comp Opport A Victory 0 | — | — | — | $1.6M | 4.1% | |
| American Funds Trgt Date Ret 2045 R4 American Funds 0 | — | — | — | $1.4M | 3.6% | |
| American Funds Trgt Date Ret 2035 R4 American Funds 0 | — | — | — | $1.3M | 3.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $1.2M | 3.2% | |
| AB Government Money Market Port I Alliance Bernstein 0 | — | — | — | $957K | 2.4% | |
| American Funds Trgt Date Ret 2040 R4 American Funds 0 | — | — | — | $874K | 2.2% | |
| American Funds Trgt Date Ret 2030 R4 American Funds 0 | — | — | — | $824K | 2.1% | |
| American Funds Cap World Gr & Inc R4 American Funds 0 | — | — | — | $676K | 1.7% | |
| American Funds Trgt Date Ret 2025 R4 American Funds 0 | — | — | — | $329K | 0.8% | |
| Franklin Gold and Precious Metals A Franklin 0 | — | — | — | $255K | 0.6% | |
| Invesco Quality Income A Invesco 0 | — | — | — | $210K | 0.5% | |
| American Funds Trgt Date Ret 2020 R4 American Funds 0 | — | — | — | $149K | 0.4% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $115K | 0.3% | |
| American Funds Bond Fund of Amer R4 American Funds 0 | — | — | — | $57K | 0.1% |
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