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Original filing (PDF)20250924123524NAL0009223347001
CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP.
Form 5500
FILING_RECEIVED
CTI 401(K) PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
197
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 38 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 CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP..
Plan sponsor
Name
CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP.
EIN
52-2105834
Address
44191 AIRPORT ROAD SUITE D · CALIFORNIA, MD · 20619
Phone
(301) 862-2726
Industry
Custom Computer Programming· 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $13K | — |
| MV CAPITAL MANAGEMENT INC | — | BETHESDA, MD | INVESTMENT ADVISOR | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | — | ATLANTA, GA | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
26 direct securities· $13.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $2.1M | 15.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | — | — | — | $1.9M | 14.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | — | — | — | $1.3M | 9.7% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | — | — | — | $934K | 7.0% | |
| Vanguard Core Bond Fund Mutual Fund NR | — | — | — | $810K | 6.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | — | — | — | $746K | 5.6% | |
| JPMorgan Equity Income Fund Mutual Fund NR | — | — | — | $691K | 5.2% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund NR | — | — | — | $562K | 4.2% | |
| Virtus KAR Mid-Cap Growth Fund Mutual Fund NR | — | — | — | $510K | 3.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | — | — | — | $495K | 3.7% | |
| TCW Metwest Total Return Bond Plan Mutual Fund NR | — | — | — | $490K | 3.7% | |
| American Funds American Balanced Fund Mutual Fund NR | — | — | — | $406K | 3.1% | |
| Royce Small-Cap Opportunity Fund Mutual Fund NR | — | — | — | $316K | 2.4% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract NR | — | — | — | $302K | 2.3% | |
| Goldman Sachs Income Builder Fund Mutual Fund NR | — | — | — | $301K | 2.3% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $297K | 2.2% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | — | — | — | $276K | 2.1% | |
| Vanguard International Growth Fund Mutual Fund NR | — | — | — | $181K | 1.4% | |
| Nuveen Real Estate Securities Mutual Fund NR | — | — | — | $159K | 1.2% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | — | — | — | $120K | 0.9% | |
| DFA Inflation-Protected Securities Fund Mutual Fund NR | — | — | — | $99K | 0.7% | |
| Hartford Strategic Income Fund Mutual Fund NR | — | — | — | $81K | 0.6% | |
| Various with interest ranging from * Participant loans 9.00% to 9.50% - | — | — | — | $73K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | — | — | — | $38K | 0.3% | |
| BlackRock Global Allocation Fund Mutual Fund NR | — | — | — | $31K | 0.2% | |
| American Funds SMALLCAP World Fund Mutual Fund NR | — | — | — | $28K | 0.2% |
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