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Original filing (PDF)20251015081634NAL0005657312003
CONTEMPORARY MANAGEMENT CONCEPTS, LLLP
Form 5500
FILING_RECEIVED
CONTEMPORARY MANAGEMENT CONCEPTS, LLLP 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
94
Accounts w/ balance
127
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTEMPORARY MANAGEMENT CONCEPTS, LLLP.
Plan sponsor
Name
CONTEMPORARY MANAGEMENT CONCEPTS, LLLP
EIN
59-2446722
Address
4711 NW 53RD AVENUE · GAINESVILLE, FL · 32653
Phone
(352) 505-6966
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KOSS OLINGER & COMPANY LLC | — | GAINESVILLE, FL | INVESTMENT ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 62-1532536 | — | AUDITOR | $12K | — |
Investments
37 direct securities · 7 pooled funds· $3.8M(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
$3.5M
37 holdings
Common Collective Trust
$335K
6 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | — | — | — | $632K | 17.1% | |
| Blackrock 60/40 Target Allocation Fund | — | — | — | $466K | 12.7% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $386K | 10.5% | |
| Fidelity Large Cap Growth Index | — | — | — | $370K | 10.0% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $331K | 9.0% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $300K | 8.1% | |
| STATE STREET RUSSELL ALL CP IDX NL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 233 | Common Collective Trust | — | — | $195K | 5.3% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $159K | 4.3% | |
| Fidelity Freedom Index Income Fund 50 Fidelity International Index Fund | — | — | — | $101K | 2.8% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $91K | 2.5% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $59K | 1.6% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $55K | 1.5% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $53K | 1.4% | |
| State Street S&P 500 Index | — | — | — | $49K | 1.3% | |
| STATE ST S&P 500 INDX SL CI II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $49K | 1.3% | |
| Fidelity Mid Cap Value Index | — | — | — | $42K | 1.2% | |
| State Street US Bond Index | — | — | — | $41K | 1.1% | |
| STATE ST US BND INDX SL CI XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $41K | 1.1% | |
| Empower Trust Company, LLC Key Guaranteed Portfolio Fund | — | — | — | $37K | 1.0% | |
| Blackrock 40/60 Target Allocation Fund | — | — | — | $34K | 0.9% | |
| Fidelity Large Cap Value Index | — | — | — | $33K | 0.9% | |
| State Street Aggregate Bond Index Fund | — | — | — | $27K | 0.7% | |
| State Street REIT Index | — | — | — | $27K | 0.7% | |
| STATE ST REIT INDX SL CI II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $27K | 0.7% | |
| Ishares Short-Term Tips Bond Fund | — | — | — | $23K | 0.6% | |
| maturing through 2036 | — | — | — | $22K | 0.6% | |
| Notes receivable with interest * Participant Loans rates ranging from 4.25 - 8.00 | — | — | — | $22K | 0.6% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $19K | 0.5% | |
| Fidelity Mid Cap Growth Index | — | — | — | $14K | 0.4% | |
| Fidelity Small Cap Value Index | — | — | — | $13K | 0.4% | |
| X $0 | — | — | — | $13K | 0.4% | |
| STATE ST RUSSELL SMALL CAP INDEX II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $11K | 0.3% | |
| State Street S&P Mid Cap Index | — | — | — | $10K | 0.3% | |
| STATE ST S&P MIDCAP INDX SL CI XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $10K | 0.3% | |
| Dimensional Fund Advisors International Value Fund 9 Fidelity Advisor New Markets Income Fund | — | — | — | $6K | 0.2% | |
| American Funds Emerging Markets Fund | — | — | — | $6K | 0.2% | |
| PIMCO Real Return Fund 332 PIMCO Total Return Fund | — | — | — | $6K | 0.1% | |
| Blackrock 20/80 Target Allocation Fund | — | — | — | $4K | 0.1% | |
| Fidelity Small Cap Growth Index | — | — | — | $4K | 0.1% | |
| Invesco Developing Markets Fund | — | — | — | $4K | 0.1% | |
| PGIM High-Yield Fund | — | — | — | $4K | 0.1% | |
| Blackrock 80/20 Target Allocation Fund | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Inc Instl Mutual Fund Prem 50 Fidelity Freedom Index 2015 Instl Mutual Fund Prem | — | — | — | $1K | <0.1% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INS CO OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% |
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