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Original filing (PDF)20251015122051NAL0002397795001
CUSANO'S ITALIAN BAKERY, INC
Form 5500
FILING_RECEIVED
CUSANO'S BAKERY 401(K) PLAN
401(k) retirement plan
Active participants
221
Accounts w/ balance
249
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSANO'S ITALIAN BAKERY, INC.
Plan sponsor
Name
CUSANO'S ITALIAN BAKERY, INC
EIN
59-1550859
Address
5480 WEST HILLSBORO BLVD. · COCONUT CREEK, FL · 33073
Phone
(954) 458-1010
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
2025-10-15
Pension benefit codes
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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT | — | IRVINE, CA | RECORDKEEPER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS ADVISORS, LLC | — | CHICAGO, IL | CONTRACT ADMIN | $6K | — |
Investments
27 direct securities · 1 pooled fund· $6.1M(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
$6.0M
27 holdings
Common Collective Trust
$75K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R2E | — | — | — | $1.5M | 24.4% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R2E | — | — | — | $609K | 10.0% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R2E | — | — | — | $514K | 8.4% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R2E | — | — | — | $507K | 8.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R2E | — | — | — | $483K | 7.9% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R2E | — | — | — | $473K | 7.7% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R2E | — | — | — | $399K | 6.5% | |
| Notes receivable from participants (5.00%-10.50%) | — | — | — | $391K | 6.4% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R2E | — | — | — | $236K | 3.9% | |
| AMERICAN FUNDS INVMT CO OF AMER R2E | — | — | — | $155K | 2.5% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R2E | — | — | — | $152K | 2.5% | |
| AMERICAN FUNDS AMCAP R2E | — | — | — | $147K | 2.4% | |
| AMERICAN FUNDS 2060 TARGET DATE RET R2E | — | — | — | $134K | 2.2% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2E | — | — | — | $126K | 2.1% | |
| AMERICAN FUNDS INTERM BD FD OF AMER R2E | — | — | — | $79K | 1.3% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $75K | 1.2% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2E | — | — | — | $53K | 0.9% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R2E | — | — | — | $12K | 0.2% | |
| MFS BLENDED RESEARCH INTL EQ R2 | — | — | — | $12K | 0.2% | |
| HARTFORD SCHRODERS INTL MULTI-CP VAL R3 | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BD R2E | — | — | — | $6K | 0.1% | |
| AMERICAN FUNDS US GOVERNMENT SEC R2E | — | — | — | $5K | <0.1% | |
| LORD ABBETT HIGH YIELD R2 | — | — | — | $4K | <0.1% | |
| MFS BLENDED RESEARCH SMALL CAP EQ R2 | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS BOND FUND OF AMER R2E | — | — | — | $3K | <0.1% | |
| INVESCO GLOBAL REAL ESTATE R | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R2E | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R2E | — | — | — | $2K | <0.1% |
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