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Original filing (PDF)20251015190637NAL0002899635001
CBEYONDATA, LLC
Form 5500
FILING_RECEIVED
CBEYONDATA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
449
Accounts w/ balance
503
Plan assets (EOY)
$63.7M
Net assets (EOY)
$63.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBEYONDATA, LLC.
Plan sponsor
Name
CBEYONDATA, LLC
EIN
54-1841984
Address
251 18TH STREET S STE 630 · ARLINGTON, VA · 22202
Phone
(708) 497-5562
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $44K | — |
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | NONE | $39K | — |
Investments
34 direct securities · 1 pooled fund· $63.4M(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.
Uncategorized
$63.1M
34 holdings
Common Collective Trust
$344K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $10.4M | 16.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $9.3M | 14.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $5.7M | 8.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.9M | 6.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.4M | 5.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $3.2M | 5.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.9M | 4.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.7M | 4.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.6M | 4.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $2.3M | 3.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2.2M | 3.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1.8M | 2.8% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $1.5M | 2.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $1.5M | 2.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1.0M | 1.6% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $961K | 1.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $927K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $863K | 1.4% | |
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $840K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $817K | 1.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $747K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $532K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $497K | 0.8% | |
| Dodge & Cox Global Bond X Dodge & Cox 0 | — | — | — | $458K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $455K | 0.7% | |
| American Funds New World R6 American Funds 0 | — | — | — | $439K | 0.7% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $380K | 0.6% | |
| Dodge & Cox International Stock X Dodge & Cox 0 | — | — | — | $346K | 0.5% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $344K | 0.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $123K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $106K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $88K | 0.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $60K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $55K | <0.1% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $3K | <0.1% |
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