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Original filing (PDF)20250731164306NAL0002742675001
CEXEC, INC.
Form 5500
FILING_RECEIVED
CEXEC, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
92
Accounts w/ balance
145
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEXEC, INC..
Plan sponsor
Name
CEXEC, INC.
EIN
54-1032435
Address
1900 CAMPUS COMMONS DRIVE · SUITE 400 · RESTON, VA · 20191
Phone
(703) 766-8525
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
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
BERNARD ROBINSON & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTANT | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | 56-0571159 | — | ACCOUNTANT | $17K | — |
Investments
33 direct securities · 1 pooled fund· $29.2M(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.
Uncategorized
$25.6M
32 holdings
Common Collective Trust
$2.6M
1 holding
Mutual Funds
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mainstay Winslow Large Cap Growth Fund | — | — | — | $3.6M | 13.6% | |
| iShares S&P 500 Index Fund Class K | — | — | — | $2.9M | 10.9% | |
| ACCRUED INCOME ACCRUED INCOME 622 INVESCO STABLE VALUE RET CL 4 COMMON / COLLECTIVE TRUSTS | — | — | $2.6M | $2.6M | 10.0% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.0% | |
| Blackrock Equity Dividend Fund | — | — | — | $2.5M | 9.5% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $1.9M | 7.4% | |
| Columbia Seligman Technology and Information Fund | — | — | $1.3M | $1.4M | 5.4% | |
| MFS Value Fund Class A | — | — | — | $1.1M | 4.1% | |
| Allspring Disciplined US Core | Mutual Funds | — | — | $1.0M | 4.0% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $1.0M | 3.9% | |
| Blackrock Total Return Portfolio | — | — | $999K | $886K | 3.4% | |
| VANGUARD DEVELOPED MRKTS ADM MUTUAL FUNDS | — | — | $789K | $818K | 3.1% | |
| American Balanced Fund R4 | — | — | — | $773K | 2.9% | |
| Pioneer Strategic Income Fund Class Y | — | — | — | $530K | 2.0% | |
| VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS | — | — | $514K | $488K | 1.9% | |
| American EuroPacific Growth Fund R5 | — | — | — | $474K | 1.8% | |
| Clearbridge International Growth Fund | — | — | — | $450K | 1.7% | |
| Vanguard Mid Cap Index fund | — | — | — | $438K | 1.7% | |
| MFS Mid Cap Growth Fund | — | — | — | $387K | 1.5% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $368K | 1.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $330K | 1.3% | |
| INVESCO GOLD AND SPCL MNRLS Y MUTUAL FUNDS | — | — | $276K | $289K | 1.1% | |
| Delaware Ivy Delaware Ivy Systematic Emerging Markets Equity | — | — | — | $282K | 1.1% | |
| MACQUARIE SYSTEMATIC EMR MRK I MUTUAL FUNDS | — | — | $295K | $282K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $258K | 1.0% | |
| Davis Financial Davis Financial Fund Class A | — | — | — | $256K | 1.0% | |
| Blackrock Health Sciences Opportunities Portfolio | — | — | — | $223K | 0.8% | |
| BLACKROCK HL SC OPP INST MUTUAL FUNDS | — | — | $233K | $223K | 0.8% | |
| Clearbridge Appreciation Fund Class 1 | — | — | — | $214K | 0.8% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $182K | 0.7% | |
| Pimco Real Return Bond Fund Class A | — | — | — | $159K | 0.6% | |
| Participant loans 4.75% - 10.50% with various maturity dates through 2033 | — | — | $129K | $129K | 0.5% | |
| Loomis Sales Limited Term Gov & Agency Fund | — | — | $28K | $28K | 0.1% | |
| Fidelity Advisor Government Income Fund | — | — | $20K | $20K | <0.1% |
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