Back to filter
Original filing (PDF)20251007115115NAL0002436995001
CD PEO PLUS, LLC
Form 5500
FILING_RECEIVED
PEOPLE PREMIER 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
8 service providers
Active participants
272
Accounts w/ balance
144
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
101 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
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CD PEO PLUS, LLC.
Plan sponsor
Name
CD PEO PLUS, LLC
EIN
59-3634172
Address
6021 142 AVE N. · CLEARWATER, FL · 33760
Phone
(727) 897-5031
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRIDA GUIDA & PEREZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | TRUST RECORDKEEPER | $585 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $8K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $12K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $2K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | 41-0973005 | MINNEAPOLIS, MA | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | — | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | — | NONE | $0 | — |
Investments
92 direct securities· $6.6M(100% of reported assets)
Uncategorized
$6.6M
91 holdings
Mutual Funds
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Investor Destinations Moderate Fund Class R6 | — | — | — | $716K | 17.9% | |
| NW INV DEST MOD R6 MUTUAL FUND | — | — | — | $716K | 17.9% | |
| NW FIXED SELECT OPTION UNALLOCATED INSURANCE CONTRACTS | — | — | — | $493K | 12.3% | |
| VNGRD 500 INDEX FD AS MUTUAL FUND | — | — | — | $284K | 7.1% | |
| Parnassus Endeavor Fund Investor Shares | — | — | — | $228K | 5.7% | |
| AMFDS AMCAP R6 MUTUAL FUND | — | — | — | $175K | 4.4% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | — | — | — | $132K | 3.3% | |
| Federated Government Obligations Fund Premier Shares | — | — | — | $132K | 3.3% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $132K | 3.3% | |
| Federated MDT Small Cap Core Fund Institutional Class ** 427 Fidelity 500 Index Fund | — | — | — | $132K | 3.3% | |
| VIC SYC ESTBLSHD VAL I MUTUAL FUND | — | — | — | $106K | 2.6% | |
| Victory Sycamore Established Value Fund Class I | — | — | — | $106K | 2.6% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUND | — | — | — | $85K | 2.1% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 6.00% - 10.50% | — | — | — | $84K | 2.1% | |
| accounts $-0- | — | — | — | $84K | 2.1% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | — | — | — | $82K | 2.0% | |
| Dodge & Cox International Stock Fund | — | — | — | $82K | 2.0% | |
| FID INTL INDX MUTUAL FUND | — | — | — | $81K | 2.0% | |
| Fidelity International Index Fund | — | — | — | $81K | 2.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $81K | 2.0% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND | — | — | — | $81K | 2.0% | |
| NW INV DEST MOD CNSRV R6 MUTUAL FUND | — | — | — | $78K | 1.9% | |
| Nationwide Investor Destinations Moderately Conservative Fund Class R6 | — | — | — | $78K | 1.9% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUND | — | — | — | $75K | 1.9% | |
| Nationwide Loomis All Cap Growth Fund Class R6 | — | — | — | $75K | 1.9% | |
| Avantis U.S. Large Cap Value Inst | — | — | — | $72K | 1.8% | |
| AVNTS US LGCAP VAL INST MUTUAL FUND | — | — | — | $72K | 1.8% | |
| JPM LGCAP GR R6 MUTUAL FUND | — | — | — | $69K | 1.7% | |
| Dimension Fund Advisors Emerging Markets Core Equity Portfolio Institutional Class ** 188 JPMorgan Large Cap Growth Fund - Class R6 | — | — | — | $69K | 1.7% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | — | — | — | $68K | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $68K | 1.7% | |
| HW DSCPID VAL INST MUTUAL FUND | — | — | — | $67K | 1.7% | |
| Hotchkis & Wiley Diversified Value Fund Class Institutional | — | — | — | $67K | 1.7% | |
| JPMorgan Equity Income Fund Class R5 | — | — | — | $65K | 1.6% | |
| JPM EQ INC R5 MUTUAL FUND | — | — | — | $65K | 1.6% | |
| Avantis Emerging Markets Equity Inst | — | — | — | $64K | 1.6% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | — | — | — | $64K | 1.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $56K | 1.4% | |
| FID US BD INDX MUTUAL FUND | — | — | — | $56K | 1.4% | |
| Nationwide Investor Destinations Moderately Aggressive Fund Class R6 | — | — | — | $55K | 1.4% | |
| NW INV DEST MOD AGGR R6 MUTUAL FUND | — | — | — | $55K | 1.4% | |
| Principal Real Estate Securities Fund Intstitutional Class ** 47 Prudential Total Return Bond Fund - Class Z ** 641 Prudential Total Return Bond Fund - Class R6 | — | — | — | $54K | 1.3% | |
| PGIM TTL RTN BD R6 MUTUAL FUND | — | — | — | $54K | 1.3% | |
| INVSCO EQ INC R5 MUTUAL FUND | — | — | — | $47K | 1.2% | |
| Invesco Equity and Income Fund R5 Class | — | — | — | $47K | 1.2% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUND | — | — | — | $45K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $45K | 1.1% | |
| Prudential High Yield Fund - Class Z | — | — | — | $43K | 1.1% | |
| PGIM HI YLD Z MUTUAL FUND | — | — | — | $43K | 1.1% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $39K | 1.0% | |
| MFS MDCAP GR R6 MUTUAL FUND | — | — | — | $39K | 1.0% | |
| Columbia Select Large Cap Growth Fund Institutional 2 Class ** 154 Diamond Hill Mid Cap Fund Class I | — | — | — | $39K | 1.0% | |
| BlackRock High Yield Bond Fund Class K Shares | — | — | — | $37K | 0.9% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUND | — | — | — | $37K | 0.9% | |
| Principal Global Real Estate Securities Fund Class R6 | — | — | — | $37K | 0.9% | |
| DFA GLBL EQ INST MUTUAL FUND | — | — | — | $34K | 0.8% | |
| Dimension Fund Advisors U.S. Targeted Value Portfolio Institutional Class ** 197 Dimension Fund Advisors Global Equity Portfolio Institutional Class | — | — | — | $34K | 0.8% | |
| Legal & General Commodity Strategy Fund Inst | — | — | — | $34K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $28K | 0.7% | |
| VNGRD TTL INTLSTKINDX ADML MUTUAL FUND | — | — | — | $28K | 0.7% | |
| PIMCO REAL RTN INST MUTUAL FUND | — | — | — | $27K | 0.7% | |
| AS DSCPLD US COR INST MUTUAL FUND | — | — | — | $24K | 0.6% | |
| America Beacon International Equity Fund Institutional Class ** 206 Allspring Discipline U.S. Core Fund Class Institutional | — | — | — | $24K | 0.6% | |
| BARON PTNRS INST MUTUAL FUND | — | — | — | $24K | 0.6% | |
| Baron Capital Group Fund Institutional Shares | Mutual Funds | — | — | $24K | 0.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares ** 452 Vanguard Explorer Fund Admiral Shares | — | — | — | $21K | 0.5% | |
| VNGRD EXPLR ADML MUTUAL FUND | — | — | — | $21K | 0.5% | |
| Avantis U.S. Small Cap Value Inst | — | — | — | $21K | 0.5% | |
| AVNTS US SMCAP VAL INST MUTUAL FUND | — | — | — | $21K | 0.5% | |
| AB Global Bond Fund Class I | — | — | — | $17K | 0.4% | |
| AB GLBL BD Z MUTUAL FUND | — | — | — | $17K | 0.4% | |
| Allianz Funds AllianzGI Mid-Cap Fund Institutional Class | — | — | — | $15K | 0.4% | |
| VIRTUS ALLNZGI MDCAP INST MUTUAL FUND | — | — | — | $15K | 0.4% | |
| NW INV DEST CNSRV R6 MUTUAL FUND | — | — | — | $13K | 0.3% | |
| Nationwide ID Conservative Fund R6 | — | — | — | $13K | 0.3% | |
| BlackRock Total Return Fund Class K Shares | — | — | — | $12K | 0.3% | |
| BLKRK TTL RTN K MUTUAL FUND | — | — | — | $12K | 0.3% | |
| Ivy Funds International Core Equity Fund Class I | — | — | — | $10K | 0.3% | |
| BlackRock Health Sciences Opportunities Portfolio Institutional Shares | — | — | — | $8K | 0.2% | |
| BLKRK HLTH SCNC OPPR INST MUTUAL FUND | — | — | — | $8K | 0.2% | |
| JPM SMCAP EQ R5 MUTUAL FUND | — | — | — | $7K | 0.2% | |
| JPMorgan Small Cap Equity Fund Class R5 | — | — | — | $7K | 0.2% | |
| PIMCO DIVRS INC INST MUTUAL FUND | — | — | — | $7K | 0.2% | |
| PIMCO Diversified Income Fund Institutional Class | — | — | — | $7K | 0.2% | |
| Lord Abbett Floating Rate Fund Class R5 ** 47 Dimension Fund Advisors U.S. Large Cap Value Portfolio Institutional Class ** 314 Dimension Fund Advisors International Value Portfolio Institutional Class | — | — | — | $4K | <0.1% | |
| DFA INTL VAL MUTUAL FUND | — | — | — | $4K | <0.1% | |
| VICTORY PIONEER SELECT MD CP GR FUND - Y MUTUAL FUND | — | — | — | $3K | <0.1% | |
| Delaware Funds Small Cap Value Fund Institutional Class | — | — | — | $2K | <0.1% | |
| NW INV DEST AGGR R6 MUTUAL FUND | — | — | — | $2K | <0.1% | |
| Nationwide Investor Destinations Aggressive Fund Class R6 | — | — | — | $2K | <0.1% | |
| NW JNSHNDRSN OVRSEAS R6 MUTUAL FUND | — | — | — | $1K | <0.1% | |
| Nationwide Janus Henderson Ovrs Fund R6 | — | — | — | $1K | <0.1% |