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Original filing (PDF)20251015160608NAL0002721507001
CIVICPLUS LLC
Form 5500
FILING_RECEIVED
CIVICPLUS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
913
Accounts w/ balance
1,030
Plan assets (EOY)
$46.6M
Net assets (EOY)
$46.6M
How this plan invests
This plan
22 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
- 48 bps in Schedule C fees — 66% 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 CIVICPLUS LLC.
Plan sponsor
Name
CIVICPLUS LLC
EIN
48-1202104
Address
302 S. 4TH ST. · SUITE 500 · MANHATTAN, KS · 665028511
Phone
(785) 587-4121
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATORS, INC | 16-1503696 | UTICA, NY | NONE | $224K | — |
Investments
22 direct securities· $46.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Dev Mkts Indx Adm | — | — | — | $6.7M | 14.4% | |
| Vanguard TTL BD Mkt Indx Ad | — | — | — | $6.6M | 14.1% | |
| Vanguard Growth Index Admiral | — | — | — | $6.0M | 12.8% | |
| Vanguard Value Index Admiral | — | — | — | $4.6M | 9.8% | |
| Vanguard 500 Index Admiral | — | — | — | $3.6M | 7.7% | |
| Vanguard Emg Mdts Stk Idx Adm | — | — | — | $3.4M | 7.2% | |
| Vanguard SH Term BD Index Adm | — | — | — | $2.6M | 5.6% | |
| Vanguard Mid-Cap GR Index Adm | — | — | — | $2.4M | 5.1% | |
| Vanguard Mid-Cap VAL Index Admiral | — | — | — | $2.3M | 4.9% | |
| Vanguard Small-Cap GRTH Index Admiral | — | — | — | $1.1M | 2.5% | |
| Vanguard Inflatn-Prot Sec Adm | — | — | — | $1.0M | 2.2% | |
| Vanguard High-Yld Corp Adm | — | — | — | $1.0M | 2.2% | |
| Vanguard Federal Money Market | — | — | — | $1.0M | 2.2% | |
| Vanguard Small-Cap VALUE Index Adm | — | — | — | $941K | 2.0% | |
| Vanguard TTL INTL BD Indx Adm | — | — | — | $670K | 1.4% | |
| Vanguard Real Estate Index Adm | — | — | — | $628K | 1.3% | |
| Vanguard Small-Cap Index Adm | — | — | — | $599K | 1.3% | |
| Vanguard Div Apprec Idx Adm | — | — | — | $453K | 1.0% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $366K | 0.8% | |
| Vanguard TTL Intl Stk Index | — | — | — | $345K | 0.7% | |
| Vanguard GNMA Admiral | — | — | — | $89K | 0.2% | |
| Vanguard SH Term Invest Grade | — | — | — | $63K | 0.1% |