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Original filing (PDF)20251006065402NAL0003279009001
CADMIUM, LLC
Form 5500
FILING_RECEIVED
CADMIUM, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
174
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 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
- 63 bps in Schedule C fees — 116% 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 CADMIUM, LLC.
Plan sponsor
Name
CADMIUM, LLC
EIN
52-2234166
Address
19 NEWPORT DRIVE, SUITE 101 · FOREST HILL, MD · 21050
Phone
(877) 426-6323
Industry
All Other Professional Services· 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
2025-10-06
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY LLC | 04-3109325 | — | OTHER SERVICES | $0 | — |
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER SERVICES | $0 | — |
| WILSHIRE ADVISORS | 92-2755361 | — | INV ADV | $0 | — |
Investments
18 direct securities · 13 pooled funds· $14.2M(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.
Common Collective Trust
$10.7M
10 holdings
Uncategorized
$3.3M
17 holdings
Pooled Separate Account
$198K
3 holdings
Real Estate
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 21.9% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 20.0% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.2M | 8.6% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 7.1% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $743K | 5.2% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $655K | 4.6% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $457K | 3.2% | |
| Ishares Msci Eafe Int Idx K Fd Mutual Fund | — | — | — | $372K | 2.6% | |
| Vgd Lt Inv-Grade Bond Adm Fund Mutual Fund | — | — | — | $326K | 2.3% | |
| Fidelity Sm Cap Index Fund Mutual Fund | — | — | — | $307K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $247K | 1.7% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $240K | 1.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $170K | 1.2% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $140K | 1.0% | |
| Vanguard Value Index Adm Fund Mutual Fund | — | — | — | $140K | 1.0% | |
| Notes Receivable From Participants Participant Loans*** | — | — | — | $126K | 0.9% | |
| Vanguard Midcp Grth Idx Adm Fd Mutual Fund | — | — | — | $105K | 0.7% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Fund | — | — | — | $100K | 0.7% | |
| Pimco Real Return Instl Fund Mutual Fund | — | — | — | $75K | 0.5% | |
| American Funds Newworld R6 Mutual Fund | — | — | — | $71K | 0.5% | |
| Prin Fixed Inc Guar Option Insurance General Account | — | — | — | $48K | 0.3% | |
| Janushenderson Bal N Fund Mutual Fund | — | — | — | $47K | 0.3% | |
| Macquarie Systematic Emerging Mutual Fund | — | — | — | $41K | 0.3% | |
| Vanguard Midcap Val Idx Adm Fd Mutual Fund | — | — | — | $29K | 0.2% | |
| Mfs Corporate Bond R6 Fund Mutual Fund | — | — | — | $19K | 0.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6647574 / PN 003 | Common Collective Trust | — | — | $19K | 0.1% | |
| PRIN CORE PLUS BOND SE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-4201272 / PN 005 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Secs Sep Acct + Pooled Separate Account | Real Estate | — | — | $14K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $14K | <0.1% | |
| Royce Sc Opp Instl Mutual Fund | — | — | — | $13K | <0.1% |
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