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Original filing (PDF)20250828212343NAL0018584880001
COORDINATED SERVICES MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,299
Accounts w/ balance
198
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
30 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COORDINATED SERVICES MANAGEMENT, INC..
Plan sponsor
Name
COORDINATED SERVICES MANAGEMENT, INC.
EIN
54-1164589
Address
3333 PETERS CREEK RD NW · ROANOKE, VA · 240192719
Phone
(540) 366-0622
Industry
Health Care & Social Assistancesee 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
2025-08-28
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
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSINESS SOLUTIONS INC | 54-1942298 | — | OTHER SERVICES | $0 | — |
Investments
14 direct securities · 30 pooled funds· $11.4M(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.
Pooled Separate Account
$8.6M
29 holdings
Uncategorized
$2.2M
14 holdings
Common Collective Trust
$652K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.7M | 18.0% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 13.5% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.1M | 12.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $664K | 7.0% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $652K | 6.9% | |
| Principal Life Insurance Company Mid-Cap Separate Account | — | — | — | $565K | 6.0% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $565K | 6.0% | |
| Principal Life Insurance Company Large-Cap Growth I Separate Account | — | — | — | $505K | 5.4% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $505K | 5.4% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $311K | 3.3% | |
| Principal Life Insurance Company Diversified International Separate Account | — | — | — | $288K | 3.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $288K | 3.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $276K | 2.9% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $274K | 2.9% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $240K | 2.5% | |
| Participant Loans Various loans at a rate of 5.25% to 10.50% - | — | — | — | $219K | 2.3% | |
| Principal Life Insurance Company Small-Cap Separate Account | — | — | — | $214K | 2.3% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $214K | 2.3% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index Separate Account | — | — | — | $212K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $212K | 2.3% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $210K | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $193K | 2.1% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $133K | 1.4% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $113K | 1.2% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $71K | 0.7% | |
| Principal Life Insurance Company LifeTime Strategic Income Separate Account | — | — | — | $71K | 0.7% | |
| Principal Life Insurance Company U.S. Property Separate Account | — | — | — | $62K | 0.7% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $62K | 0.7% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $36K | 0.4% | |
| Principal Life Insurance Company Lifetime 2070 Separate Account | — | — | — | $27K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $27K | 0.3% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | — | — | — | $15K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Principal Life Insurance Company Global Emerging Markets Separate Account | — | — | — | $8K | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Principal Life Insurance Company Mid-Cap Value I Separate Account | — | — | — | $5K | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Principal Life Insurance Company Small-Cap Value II Separate Account | — | — | — | $2K | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance Company Financial Group, Inc. Stock Separate Account | — | — | — | $1K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LARGECAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $1K | <0.1% |