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Original filing (PDF)20251015094108NAL0004207057001

C2 ESSENTIALS, INC.

Form 5500
FILING_RECEIVED
C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,034
Accounts w/ balance
1,858
Plan assets (EOY)
$81.9M
Net assets (EOY)
$81.9M
How this plan invests
This plan
1 pooled trust
Schedule D
54 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
  • 84 bps in Schedule C fees — 424% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C2 ESSENTIALS, INC..
Plan sponsor
Name
C2 ESSENTIALS, INC.
EIN
54-1869318
Address
3975 VIRGINIA MALLORY DRIVE · SUITE 100 · CHANTILLY, VA · 20151
Phone
(703) 444-0096
Industry
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
SLAVIC INTEGRATED ADMINISTRATION65-0608221TPA$518K
Other
1
NameEINLocationRelationDirect compIndirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP59-2749576INVESTMENT MGMT$168K

Investments

44 direct securities · 1 pooled fund· $82.4M(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
$80.9M
44 holdings
Common Collective Trust
$1.5M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares$15.8M19.3%
Fidelity 500 Index Mutual Funds (1)$8.3M10.1%
Vanguard Intermediate-Term Bond Index Ad Mutual Funds (1)$6.3M7.7%
Vanguard Growth Index Admiral Mutual Funds (1)$5.8M7.1%
Vanguard Federal Money Market Mutual Funds (1)$4.0M4.9%
iShares MSCI EAFE International Index K Mutual Funds (1)$3.6M4.4%
Vanguard Consumer Staples Index Mutual Funds (1)$3.1M3.8%
Vanguard Target Retirement 2035 Mutual Funds (1)$3.1M3.7%
Vanguard Target Retirement 2025 Mutual Funds (1)$2.6M3.2%
Vanguard Target Retirement 2030 Mutual Funds (1)$2.3M2.8%
Vanguard Target Retirement 2040 Mutual Funds (1)$2.2M2.6%
Vanguard Target Retirement 2055 Mutual Funds (1)$1.8M2.2%
Vanguard VFIFX - Vanguard Target Retirement 2050$1.8M2.2%
WELLS FARGO STABLE VALUE FUND C
WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001
Common Collective Trust
$1.5M1.9%
Vanguard Small Cap Index Admiral Mutual Funds (1)$1.3M1.6%
Vanguard Target Retirement 2045 Mutual Funds (1)$1.3M1.6%
Vanguard Small Cap Growth Index Adm Mutual Funds (1)$1.3M1.6%
Vanguard Mid Cap Index Admiral Mutual Funds (1)$1.2M1.5%
Vanguard Small Cap Value Index Adm Mutual Funds (1)$1.2M1.5%
Notes Receivable from Participants 4.25% - 9.50% Interest$1.1M1.3%
Participant Loans 4.25% - 9.50%$1.1M1.3%
American Funds RNPGX - American Funds New Perspective R6$1.0M1.3%
Vanguard Value Index Admiral Mutual Funds (1)$911K1.1%
Franklin Small-Mid Cap Growth Fund Mutual Funds (1)$879K1.1%
Vanguard Target Retirement 2060 Mutual Funds (1)$827K1.0%
Vanguard VMVAX - Vanguard Mid Cap Value Index Admiral$823K1.0%
JPMorgan U.S. Research Enhanced Equity F Mutual Funds (1)$821K1.0%
Vanguard Target Retirement Income Mutual Funds (1)$812K1.0%
Vanguard Utilities Index Admiral Mutual Funds (1)$768K0.9%
Fidelity US Bond Index Mutual Funds (1)$701K0.9%
Vanguard Energy Index Admiral Mutual Funds (1)$654K0.8%
Vanguard Target Retirement 2065 Inv Mutual Funds (1)$455K0.6%
Fidelity Emerging Markets Index Mutual Funds (1)$451K0.6%
American Funds Capital Inc. Bldr R6 Mutual Funds (1)$436K0.5%
Vanguard Commodity Strategy Fund Admiral Mutual Funds (1)$337K0.4%
Prudential High Yield Z Mutual Funds (1)$336K0.4%
Vanguard Target Retirement 2020 Mutual Funds (1)$279K0.3%
Victory Short Term Bond Fund R6 Shares Mutual Funds (1)$270K0.3%
Dodge & Cox Income Mutual Funds (1)$256K0.3%
Vanguard Short-Term Federal Admiral Mutual Funds (1)$223K0.3%
Fidelity Advisor Real Estate Income Fund Mutual Funds (1)$213K0.3%
Vanguard Short-Term Inf Prot Index Admir Mutual Funds (1)$95K0.1%
DFA Inflation Protected SEC Port Mutual Funds (1)$86K0.1%
Vanguard Target Retirement 2070 Mutual Funds (1)$9K<0.1%
DFA Real Estate Securities Mutual Funds (1)$3K<0.1%

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