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Original filing (PDF)20251010092735NAL0018091058001
COBBLESTONE SYSTEMS CORP
Form 5500
FILING_RECEIVED
COBBLESTONE SYSTEMS CORP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
174
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party In Including Maturity Date, Rate of Interest Identity of Issue Borrower, Lessor or Similar Party Interest Collateral, Par or Maturity Cost Current Value Value Fidelity Puritan Trust - Advisor Balanced Fund Mutual Fund" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COBBLESTONE SYSTEMS CORP.
Plan sponsor
Name
COBBLESTONE SYSTEMS CORP
EIN
55-0802494
Address
23 BRYCES CT · SICKLERVILLE, NJ · 080811675
Phone
(856) 728-8810
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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
BOWMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities· $5.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party In Including Maturity Date, Rate of Interest Identity of Issue Borrower, Lessor or Similar Party Interest Collateral, Par or Maturity Cost Current Value Fidelity Puritan Trust - Advisor Balanced Fund Mutual Fund | — | — | — | $2.0M | 34.2% | |
| Interest Identity of Issue Borrower, Lessor or Similar Party Interest Collateral, Par or Maturity Cost Current Value Fidelity Advisor Equity Growth M Mutual Fund | — | — | — | $674K | 11.3% | |
| Fidelity Advisor Series I - Fidelity Advisor Dividend Growth Fund Mutual Fund | — | — | — | $545K | 9.1% | |
| Fidelity Advisor Growth Opps M Mutual Fund | — | — | — | $536K | 9.0% | |
| Fidelity Advisor Strategic Income M Mutual Fund | — | — | — | $503K | 8.4% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $193K | 3.2% | |
| Fidelity Advisor New Insights M Mutual Fund | — | — | — | $192K | 3.2% | |
| Fidelity Advisor Mid Cap II M Mutual Fund | — | — | — | $148K | 2.5% | |
| Fidelity Advisor Freedom 2035 M Mutual Fund | — | — | — | $147K | 2.5% | |
| Fidelity Advisor Freedom 2045 M Mutual Fund | — | — | — | $145K | 2.4% | |
| Fidelity Advisor Small Cap M Mutual Fund | — | — | — | $124K | 2.1% | |
| Fidelity Advisor Series I - Fidelity Advisor Equity Income Fund Mutual Fund | — | — | — | $105K | 1.8% | |
| Fidelity Advisor Freedom 2040 M Mutual Fund | — | — | — | $89K | 1.5% | |
| Fidelity Advisor Overseas M Mutual Fund | — | — | — | $82K | 1.4% | |
| Fidelity Advisor Government Income M Mutual Fund | — | — | — | $79K | 1.3% | |
| Fidelity Advisor Total Bond M Mutual Fund | — | — | — | $78K | 1.3% | |
| Fidelity Advisor Strategic Div & Inc M Mutual Fund | — | — | — | $67K | 1.1% | |
| Fidelity Advisor Limited Term Bond M Mutual Fund | — | — | — | $67K | 1.1% | |
| Fidelity Advisor Freedom 2065 M Mutual Fund | — | — | — | $44K | 0.7% | |
| Fidelity Advisor Freedom 2055 M Mutual Fund | — | — | — | $16K | 0.3% | |
| Fidelity Advisor Freedom Retirement M Mutual Fund | — | — | — | $15K | 0.3% | |
| Fidelity Advisor Freedom 2030 M Mutual Fund | — | — | — | $10K | 0.2% | |
| Fidelity Advisor Freedom 2020 M Mutual Fund 449 Fidelity Advisor Freedom 2025 M Mutual Fund | — | — | — | $10K | 0.2% | |
| Fidelity Advisor Freedom 2010 M Mutual Fund 428 Fidelity Advisor Freedom 2015 M Mutual Fund | — | — | — | $10K | 0.2% | |
| Fidelity Advisor Freedom 2050 M Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom 2060 M Mutual Fund | — | — | — | $1K | <0.1% |
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