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Original filing (PDF)20250731115548NAL0010414050001
COMPUTER PACKAGES INC.
Form 5500
FILING_RECEIVED
COMPUTER PACKAGES, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
137
Accounts w/ balance
133
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
82
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Government Money Market Fund Mutual fund" is 36% of plan.
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 COMPUTER PACKAGES INC..
Plan sponsor
Name
COMPUTER PACKAGES INC.
EIN
52-0889326
Address
11 NORTH WASHINGTON STREET · ROCKVILLE, MD · 20850
Phone
(301) 424-8890
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOZIK AND COMPANY PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$118 | — |
Investments
31 direct securities· $25.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $9.0M | 34.7% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $2.7M | 10.4% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.3M | 8.7% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $1.8M | 6.8% | |
| Fidelity Contrafund Mutual fund | — | — | — | $1.4M | 5.4% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $1.2M | 4.5% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $969K | 3.7% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $871K | 3.4% | |
| Virtus Zevenbergen Technology Fund Institutional Mutual fund | — | — | — | $798K | 3.1% | |
| Fidelity High Income Fund Mutual fund ** - * Fidelity Small Cap Value Fund Mutual fund | — | — | — | $598K | 2.3% | |
| Invesco Diversified Dividend R5 Mutual fund | — | — | — | $541K | 2.1% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $418K | 1.6% | |
| PGIM Jennison Natural Resources R6 Mutual fund | — | — | — | $352K | 1.4% | |
| Participant loans maturity dates through 8/11/2029 - | — | — | — | $309K | 1.2% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $303K | 1.2% | |
| PGIM High Yeild R6 Mutual fund | — | — | — | $265K | 1.0% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $178K | 0.7% | |
| Fidelity International Discovery Fund Mutual fund | — | — | — | $160K | 0.6% | |
| DWS Health and Wellness Fund Class S Mutual fund | — | — | — | $133K | 0.5% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $129K | 0.5% | |
| Fidelity Small Cap Growth Mutual fund | — | — | — | $122K | 0.5% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $105K | 0.4% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $89K | 0.3% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $80K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $69K | 0.3% | |
| American Century Real Estate Fund R6 Mutual fund | — | — | — | $68K | 0.3% | |
| Fidelity Government Income Fund Mutual fund | — | — | — | $49K | 0.2% | |
| Janus Henderson Triton Fund -Class N Mutual fund | — | — | — | $47K | 0.2% | |
| Victory Sophus Emerging Markets R6 Mutual fund | — | — | — | $14K | <0.1% | |
| Davis Financial Fund Class Y Mutual fund | — | — | — | $7K | <0.1% | |
| Baron Asset Institutional Fund Mutual fund | — | — | — | $5K | <0.1% |
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