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Original filing (PDF)20251007053038NAL0004217825001
CAPE ENVIRONMENTAL MANAGEMENT
Form 5500
FILING_RECEIVED
CAPE ENVIRONMENTAL MANAGEMENT INC. RETIREMENT SALARY SAVINGS
401(k) retirement plan
Active participants
137
Accounts w/ balance
218
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPE ENVIRONMENTAL MANAGEMENT.
Plan sponsor
Name
CAPE ENVIRONMENTAL MANAGEMENT
EIN
58-1639130
Address
500 PINNACLE COURT, SUITE 100 · NORCROSS, GA · 30071
Phone
(404) 955-2079
Industry
Engineering Services· 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
2025-10-07
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
GORFINE SCHILLER & GARDYN P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 82-5320133 | — | INVESTMENT/FINANCIAL ADVI | $41K | — |
Investments
23 direct securities · 1 pooled fund· $31.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Registered Investment Companies
$31.3M
23 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.7M | 14.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.6M | 11.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.6M | 11.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.5M | 8.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.5M | 7.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.1M | 6.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.0M | 6.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.4M | 4.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.4M | 4.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $856K | 2.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $670K | 2.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $632K | 2.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $577K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $514K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $471K | 1.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $420K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $382K | 1.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $370K | 1.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $268K | 0.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $168K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $108K | 0.3% | |
| VANGUARD RET SAV TR IV VANGUARD FIDUCIARY TRUST · EIN 45-5436422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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