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Original filing (PDF)20250730161456NAL0005930720001
CSC SERVICEWORKS, INC.
Form 5500
FILING_RECEIVED
CSC SERVICEWORKS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,371
Accounts w/ balance
1,339
Plan assets (EOY)
$133.3M
Net assets (EOY)
$133.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Participation health
80
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSC SERVICEWORKS, INC..
Plan sponsor
Name
CSC SERVICEWORKS, INC.
EIN
53-0188589
Address
35 PINELAWN ROAD SUITE 120 · MELVILLE, NY · 11747
Phone
(813) 477-9121
Industry
Other Services (ex. Public Admin)see 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
2025-07-30
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $82K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | — | KINGSTON, NH | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | — | NONE | $20K | — |
Investments
21 direct securities · 5 pooled funds· $154.8M(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
$82.4M
21 holdings
Common Collective Trust
$48.7M
4 holdings
Pooled Separate Account
$23.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 1000 GROWTH R GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $24.6M | 18.4% | |
| MassMutual Stable Value Dividends Pooled separate account | — | — | — | $23.6M | 17.7% | |
| MASS MUT STABLE VAL STA BP6 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $23.6M | 17.7% | |
| Fidelity International Index Fund " | — | — | — | $11.3M | 8.5% | |
| BLACKROCK RUSSELL 1000(R) INDEX M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $10.6M | 7.9% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $8.8M | 6.6% | |
| Dodge & Cox Income X Fund " | — | — | — | $8.5M | 6.3% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $6.1M | 4.6% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $4.7M | 3.6% | |
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $4.7M | 3.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund " | — | — | — | $3.9M | 3.0% | |
| American Funds American Balanced R6 Fund " | — | — | — | $3.8M | 2.8% | |
| Vanguard Small Cap Value Index Admiral Fund " | — | — | — | $2.5M | 1.8% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $2.4M | 1.8% | |
| JPMorgan Core Plus Bond R6 Fund " | — | — | — | $2.4M | 1.8% | |
| Vanguard Explorer Admiral Fund " | — | — | — | $2.3M | 1.8% | |
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $2.1M | 1.5% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $1.9M | 1.4% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $1.8M | 1.3% | |
| American Funds 2020 Target Date Retirement R6 Fund " | — | — | — | $1.4M | 1.0% | |
| American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $1.2M | 0.9% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $1.0M | 0.8% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $678K | 0.5% | |
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $500K | 0.4% | |
| American Funds 2010 Target Date Retirement R6 Fund Mutual fund | — | — | — | $267K | 0.2% | |
| American Funds 2015 Target Date Retirement R6 Fund " | — | — | — | $121K | <0.1% |
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