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Original filing (PDF)20251015085635NAL0002131699002
CHECKMARX INC
Form 5500
FILING_RECEIVED
CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
180
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
5 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)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly 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 CHECKMARX INC.
Plan sponsor
Name
CHECKMARX INC
EIN
46-3714840
Address
140 E. RIDGEWOOD AVENUE · SOUTH TOWER, SUITE 415 · PARAMUS, NJ · 07652
Phone
—
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
PACE FIDUCIARY SERVICES, LLC
EIN
82-3334300
City
RIDGEWOOD, NJ
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | INVESTMENT ADVISORY | $0 | — |
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| PLANNED RETIREMENT CONSULTANTS & AD | 45-4208939 | — | TPA | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | 92-1789763 | — | AUDITOR | $12K | — |
Investments
26 direct securities · 5 pooled funds· $16.5M(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
$14.4M
26 holdings
Pooled Separate Account
$2.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $2.2M | 13.3% | |
| T. Rowe Price Blue Chip Growth Fund " | — | — | — | $2.1M | 13.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.9M | 11.6% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $1.8M | 11.1% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $1.5M | 9.5% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $1.4M | 8.4% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $1.3M | 8.0% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $1.2M | 7.6% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $532K | 3.3% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $461K | 2.8% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $456K | 2.8% | |
| PGIM Total Return Bond Fund " | — | — | — | $200K | 1.2% | |
| Columbia Dividend Income Fundb " | — | — | — | $158K | 1.0% | |
| Principal SmallCap S&P 600 IndexbSeparate Account " | — | — | — | $134K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $134K | 0.8% | |
| Particpant Loans to participants, - | — | — | — | $124K | 0.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund " | — | — | — | $122K | 0.7% | |
| Principal Fixed Income Guaranteed Option Fully benefit responsive | — | — | — | $112K | 0.7% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $102K | 0.6% | |
| Janus Henderson Triton Fund " | — | — | — | $102K | 0.6% | |
| American Funds New World Fund " | — | — | — | $97K | 0.6% | |
| Victory Sycamore Established Value Fund " | — | — | — | $66K | 0.4% | |
| Vaughan Nelson/H&WbSmallCap Value IIbSep Account " | — | — | — | $55K | 0.3% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $55K | 0.3% | |
| Fidelity Advisor High Income Advantage Fund " | — | — | — | $35K | 0.2% | |
| JPMorgan International Equity Fund " | — | — | — | $21K | 0.1% | |
| Columbia Strategic Income Fund Mutual fund | — | — | — | $19K | 0.1% | |
| investment contract * BlackRock Inflation Protected Bond Separate Account Pooled separate account | — | — | — | $18K | 0.1% | |
| PRIN INFLATION PROTECT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $18K | 0.1% | |
| PRIN REAL ESTATE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $15K | <0.1% | |
| Thornburg International Growth Fund " | — | — | — | $9K | <0.1% |
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