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Original filing (PDF)20251010114114NAL0008080977001
CAMRIS INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
CAMRIS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
112
Accounts w/ balance
235
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMRIS INTERNATIONAL, LLC.
Plan sponsor
Name
CAMRIS INTERNATIONAL, LLC
EIN
52-2072031
Address
6720A ROCKLEDGE DRIVE · SUITE 501 · BETHESDA, MD · 20817
Phone
(301) 770-6000
Industry
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | 43-0538770 | — | ADVISOR | $21K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
36 direct securities · 1 pooled fund· $11.7M(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
$11.4M
35 holdings
Mutual Funds
$162K
1 holding
Common Collective Trust
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund | — | — | — | $1.4M | 12.4% | |
| Fidelity Freedom 2050 Fund | — | — | — | $1.4M | 11.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.1M | 9.6% | |
| Fidelity Freedom 2035 Fund | — | — | — | $1.1M | 9.2% | |
| Fidelity Freedom 2040 Fund | — | — | — | $884K | 7.6% | |
| Fidelity Freedom 2060 Fund | — | — | — | $772K | 6.6% | |
| Fidelity Freedom 2030 Fund | — | — | — | $683K | 5.9% | |
| Fidelity Freedom 2025 Fund | — | — | — | $584K | 5.0% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $524K | 4.5% | |
| Money Market Fund * Fidelity Government Money Market Fund | — | — | — | $497K | 4.3% | |
| Fidelity Total Market Index Fund | — | — | — | $493K | 4.2% | |
| Columbia Contrarian Core Fund | — | — | — | $412K | 3.5% | |
| Fidelity International Index Fund | — | — | — | $167K | 1.4% | |
| American Century Large Cap Equity Income Fund | Mutual Funds | — | — | $162K | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $137K | 1.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $128K | 1.1% | |
| Loans to Participants Plan participants Notes receivable from participants (interest rates from 8.75% to 9.50%; various maturities) | — | — | — | $122K | 1.0% | |
| Common Collective Trust Invesco Stable Value Fund II | — | — | — | $112K | 1.0% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $112K | 1.0% | |
| Fidelity Freedom 2065 Fund | — | — | — | $111K | 1.0% | |
| JPMorgan Government Bond Fund | — | — | — | $110K | 0.9% | |
| American Funds Bond Fund of Americal | — | — | — | $107K | 0.9% | |
| Fidelity Freedom 2015 Fund | — | — | — | $85K | 0.7% | |
| Victory S Established Value Fund | — | — | — | $79K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $69K | 0.6% | |
| John Hancock Triton Fund | — | — | — | $61K | 0.5% | |
| JPMorgan Equity Income Fund | — | — | — | $59K | 0.5% | |
| Fidelity Overseas Fund | — | — | — | $46K | 0.4% | |
| DFA Inflation Protection Securities Portfolio Fund | — | — | — | $40K | 0.3% | |
| Fidelity Freedom 2020 Fund | — | — | — | $27K | 0.2% | |
| Calvert International Responsible Index Fund | — | — | — | $25K | 0.2% | |
| Cohen & Steers Institutional Realty Shares Fund | — | — | — | $22K | 0.2% | |
| American Funds Balanced Index Fund Admiral | — | — | — | $21K | 0.2% | |
| American Funds Balanced Fund | — | — | — | $14K | 0.1% | |
| Fidelity Freedom Index Fund | — | — | — | $8K | <0.1% | |
| PGM High Yield Fund | — | — | — | $8K | <0.1% | |
| Carilon Eagle Mid Cap Growth Fund | — | — | — | $3K | <0.1% |
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