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Original filing (PDF)20251015125826NAL0004910401001
COMPLETE PROPERTY SERVICES, INC.
Form 5500
FILING_RECEIVED
COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
148
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
84
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya MyCompass Ind Mod 2035 Fd R" is 31% of plan.
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE PROPERTY SERVICES, INC..
Plan sponsor
Name
COMPLETE PROPERTY SERVICES, INC.
EIN
59-3376883
Address
13505 PRESTIGE PLACE · TAMPA, FL · 33635
Phone
(727) 793-9777
Industry
Real Estatesee 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
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
Investments
15 direct securities · 1 pooled fund· $4.2M(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.
Pooled Separate Account
$2.1M
1 holding
Uncategorized
$2.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 100.0% | |
| Voya MyCompass Ind Mod 2035 Fd R | — | — | — | $663K | 31.5% | |
| Voya MyCompass Ind Mod 2045 Fd R | — | — | — | $545K | 25.9% | |
| Voya MyCompass Ind Mod Ret Fd R | — | — | — | $374K | 17.7% | |
| Voya MyCompass Ind Mod 2055 Fd R | — | — | — | $263K | 12.5% | |
| Fidelity Fid US Bd Id Fd ** 784 * Fidelity 500 Index Fund | — | — | — | $232K | 11.0% | |
| Voya MyCompass Ind Mod 2065 Fd R | — | — | — | $12K | 0.6% | |
| American Funds American Funds Wash Mutual R6 | — | — | — | $4K | 0.2% | |
| DFA US Targeted Vl Port Ins | — | — | — | $3K | 0.1% | |
| American Funds American Funds EuroPacific R6 ** 867 * American Funds American Funds Nw Prspctv R6 | — | — | — | $2K | <0.1% | |
| Voya MyCompass Ind Cns Ret Fd R | — | — | — | $2K | <0.1% | |
| Fidelity Global ex US Index Fd Registered Investment Company | — | — | — | $2K | <0.1% | |
| Fidelity Sm Cp Ind Fd | — | — | — | $2K | <0.1% | |
| Voya Large Cap Growth Fund III R1 | — | — | — | $1K | <0.1% | |
| TRowePrice VY TRwPr Cap Apprec Port R6 | — | — | — | $1K | <0.1% | |
| Voya MyCompass Ind Agg 2055 Fd R | — | — | — | $1K | <0.1% |
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