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Original filing (PDF)20251014200301NAL0001790659001
CUSTOMINK, LLC
Form 5500
FILING_RECEIVED
CUSTOMINK, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
670
Accounts w/ balance
1,490
Plan assets (EOY)
$84.3M
Net assets (EOY)
$84.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2050 Target Date Retirement Registered Investment Company -" is 34% of plan.
- 33 bps in Schedule C fees — 109% 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 CUSTOMINK, LLC.
Plan sponsor
Name
CUSTOMINK, LLC
EIN
54-1983207
Address
1640 BORO PLACE, SUITE 301 · TYSONS, VA · 22102
Phone
(703) 891-2205
Industry
Manufacturingsee 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
2025-10-14
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
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $213K | — |
| LION STREET ADVISORS, LLC | 80-0946231 | — | N/A | $44K | — |
| FIDELITY PERSONAL TRUST COMPANY | — | WILMINGTON, DE | N/A | $25K | — |
Investments
35 direct securities· $84.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Registered Investment Company - | — | — | — | $28.7M | 34.0% | |
| American Funds 2040 Target Date Retirement Registered Investment Company - | — | — | — | $11.9M | 14.1% | |
| Fidelity 500 Index Registered Investment Company - | — | — | — | $8.6M | 10.1% | |
| Vanguard Growth Index Registered Investment Company - | — | — | — | $4.8M | 5.7% | |
| MFS Growth Allocation Registered Investment Company - | — | — | — | $4.7M | 5.6% | |
| American Funds 2060 Target Date Retirement Registered Investment Company - | — | — | — | $4.3M | 5.1% | |
| American Funds 2030 Target Date Retirement Registered Investment Company - | — | — | — | $3.0M | 3.6% | |
| T. Rowe Price Value Registered Investment Company - | — | — | — | $1.4M | 1.7% | |
| Party Involved Description of Investment Cost Value Vanguard Mid-Cap Growth Registered Investment Company - | — | — | — | $1.4M | 1.6% | |
| MFS Moderate Allocation Registered Investment Company - | — | — | — | $1.3M | 1.6% | |
| Fidelity Contrafund Registered Investment Company - | — | — | — | $1.3M | 1.5% | |
| PGIM Total Return Bond Registered Investment Company - | — | — | — | $1.2M | 1.4% | |
| Fidelity Government Retirement Money Market Registered Investment Company - | — | — | — | $1.1M | 1.3% | |
| T. Rowe Price New Horizons Registered Investment Company - | — | — | — | $1.0M | 1.2% | |
| Vanguard Equity-Income Registered Investment Company - | — | — | — | $929K | 1.1% | |
| JP Morgan Large Cap Growth Registered Investment Company - | — | — | — | $854K | 1.0% | |
| MFS International Growth Registered Investment Company - | — | — | — | $833K | 1.0% | |
| Vanguard Growth and Income Registered Investment Company - | — | — | — | $712K | 0.8% | |
| American Funds 2020 Target Date Retirement Registered Investment Company - | — | — | — | $658K | 0.8% | |
| MFS Intl Intrinsic Value R4 | — | — | — | $567K | 0.7% | |
| Fidelity Small-Cap Index Institutional Premium Registered Investment Company - | — | — | — | $550K | 0.7% | |
| Fidelity Mid-Cap Index Registered Investment Company - | — | — | — | $519K | 0.6% | |
| Fidelity Advisor International Growth Registered Investment Company - | — | — | — | $518K | 0.6% | |
| PGIM High Yield Registered Investment Company - | — | — | — | $514K | 0.6% | |
| MFS Mid-Cap Value Registered Investment Company - | — | — | — | $405K | 0.5% | |
| Participant Loans Various Maturities - | — | — | — | $403K | 0.5% | |
| Fidelity Inflation Protected Bond Registered Investment Company - | — | — | — | $395K | 0.5% | |
| Victory Sycamore Small Company Opportunity Registered Investment Company - | — | — | — | $362K | 0.4% | |
| MFS Conservative Allocation Registered Investment Company - | — | — | — | $329K | 0.4% | |
| American Funds New World Registered Investment Company - | — | — | — | $281K | 0.3% | |
| Fidelity FTSE Social Index Registered Investment Company - | — | — | — | $253K | 0.3% | |
| Vanguard Short Term Invesment Grade Adm | — | — | — | $250K | 0.3% | |
| Vanguard Short-Term Investment-Grade Registered Investment Company - | — | — | — | $220K | 0.3% | |
| Fidelity Cash - | — | — | — | $166K | 0.2% | |
| PGIM Global Total Return Registered Investment Company - | — | — | — | $105K | 0.1% |
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