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Original filing (PDF)20251006085122NAL0001936259001
COMPUTER WORLD SERVICES CORP.
Form 5500
FILING_RECEIVED
COMPUTER WORLD SERVICES CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
346
Accounts w/ balance
295
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
21 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
- 47 bps in Schedule C fees — 63% 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 COMPUTER WORLD SERVICES CORP..
Plan sponsor
Name
COMPUTER WORLD SERVICES CORP.
EIN
54-1534431
Address
6402 ARLINGTON BLVD. · SUITE 650 · FALLS CHURCH, VA · 22042
Phone
(202) 637-9699
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CST GROUP, CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | — | ROCKFORD, IL | INVESTMENT ADVISOR | $68K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
21 direct securities· $22.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dfa Us Sustainability Core 1 Mutual Fund ** 797 * Fidelity 500 Index Mutual Fund | — | — | — | $5.3M | 24.0% | |
| Dfa Us Large Cap Value Iii Mutual Fund | — | — | — | $2.0M | 9.1% | |
| Avantis Emerging Markets Equity Fund In Mutual Fund | — | — | — | $1.8M | 8.4% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $1.8M | 8.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.1M | 5.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1.1M | 4.9% | |
| Pimco Income Instl Mutual Fund | — | — | — | $1.1M | 4.9% | |
| Dfa Em Mkts Sustnby Cor 1 Instl Mutual Fund ** 73 * Dfa Global Real Estate Securities Port Mutual Fund | — | — | — | $991K | 4.5% | |
| Dfa International Value Iii Mutual Fund | — | — | — | $904K | 4.1% | |
| Vanguard Developed Markets Index Admi Mutual Fund | — | — | — | $814K | 3.7% | |
| Dfa Inflation-Protected Securities I Mutual Fund ** 984 * Dfa International Small Company I Mutual Fund | — | — | — | $793K | 3.6% | |
| Avantis International Small Cap Value Mutual Fund | — | — | — | $753K | 3.4% | |
| Dfa Intl Sustainability Core 1 Mutual Fund ** 646 * Dfa Us Hi Relatv Profitability Instl Mutual Fund | — | — | — | $683K | 3.1% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | — | — | — | $655K | 3.0% | |
| Vanguard Short-Term Investment-Grade A Mutual Fund | — | — | — | $545K | 2.5% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $508K | 2.3% | |
| Vanguard Federal Money Market Investor Mutual Fund | — | — | — | $409K | 1.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $373K | 1.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $271K | 1.2% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $69K | 0.3% | |
| Vanguard Federal Money Market Investor Mutual Fund | — | — | — | $16K | <0.1% |