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Original filing (PDF)20250818112954NAL0000608707001
UNITED MINERALS & PROPERTIES, INC.
Form 5500
FILING_RECEIVED
CIMBAR 401(K) PLAN
401(k) retirement plan
Active participants
395
Accounts w/ balance
241
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
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)
97
/ 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
80
Knocking points off
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED MINERALS & PROPERTIES, INC..
Plan sponsor
Name
UNITED MINERALS & PROPERTIES, INC.
DBA
CIMBAR PERFORMANCE MINERALS
EIN
58-1934881
Address
49 JACKSON LAKE RD STE 0 · CHATSWORTH, GA · 307054107
Phone
(706) 695-3899
Industry
Manufacturingsee 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
2025-08-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NE | — | ST LOUIS, MO | INVESTMENT ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
24 direct securities · 1 pooled fund· $19.5M(100% 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.
Uncategorized
$10.0M
24 holdings
Pooled Separate Account
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9.5M | 94.9% | |
| (i) Mutal funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R2E | — | — | — | $2.1M | 20.8% | |
| MM S&P 500 INDEX R3 | — | — | — | $1.1M | 10.9% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R2E | — | — | — | $740K | 7.4% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R2E | — | — | — | $706K | 7.0% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R2E | — | — | — | $576K | 5.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R2E | — | — | — | $537K | 5.4% | |
| GENERAL ACCOUNT | — | — | — | $493K | 4.9% | |
| BNYM MELLON NSL AGG BOND INDEX FD UC1 | — | — | — | $418K | 4.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R2E | — | — | — | $404K | 4.0% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R2E | — | — | — | $387K | 3.9% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R1 | — | — | — | $376K | 3.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R2E | — | — | — | $369K | 3.7% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R2E | — | — | — | $326K | 3.3% | |
| FRANKLIN GROWTH R | — | — | — | $322K | 3.2% | |
| AMERICAN CENTURY INFLATION ADJS BOND R | — | — | — | $230K | 2.3% | |
| BLACKROCK TOTAL RETURN R | — | — | — | $211K | 2.1% | |
| INVESCO DIVERSIFIED DIVIDEND R | — | — | — | $196K | 2.0% | |
| MFS INTERNATIONAL INTRINSIC VALUE R2 | — | — | — | $156K | 1.6% | |
| INVESCO SMALL CAP GROWTH R | — | — | — | $94K | 0.9% | |
| JPMORGAN MID CAP GROWTH R2 | — | — | — | $92K | 0.9% | |
| FEDERATED HERMES CLOVER SMALL VALUE R | — | — | — | $76K | 0.8% | |
| AMERICAN CENTURY MID CAP VALUE R | — | — | — | $68K | 0.7% | |
| INVESCO REAL ESTATE R | — | — | — | $45K | 0.4% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R2E | — | — | — | $2K | <0.1% |