How big is Cypress Environmental Management, LLC's plan?

Cypress Environmental Management, LLC's plan reported $14.1M in assets and 247 participants for 2024.

Original filing (PDF)20251002161705NAL0001659890001

Cypress Environmental Management, LLC

Name: Cypress Environmental Management, LLC — Cypress, Form 5500 (2024)
Creator: Cypress Environmental Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cypress Environmental Management, LLC 401(k) Plan

401(k) retirement plan · Cypress Environmental Management, LLC's Cypress Environmental Management, LLC 401(k) Plan held $14.1M in plan assets for 247 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

247

Accounts w/ balance

234

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

Jonathan Wilson signed Cypress Environmental Management, LLC's 2024 Form 5500 as plan administrator.

Jonathan Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cypress Environmental Management, LLC's EIN is 61-1694753.

EIN 61-1694753

Plan number 001

Plan year 2024

ACK ID 20251002161705NAL0001659890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cypress Environmental Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cypress Environmental Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CYPRESS ENVIRONMENTAL MANAGEMENT, LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 18K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

CYPRESS ENVIRONMENTAL MANAGEMENT, LLC

EIN

all filings

Address

5314 S. YALE AVE, STE 800 · TULSA, OK · 74135

Phone

(918) 274-1100

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTRUST BANK	48-0477525	—	INVESTMENT ADVISOR	$25K	—

Investments

26 direct securities· $14.1M(100% of reported assets)

Mutual Funds

$10.3M

19 holdings

Common Collective Trusts

$2.2M

1 holding

Other securities

$948K

4 holdings

Stable Value

$607K

1 holding

Bonds / Notes

$134K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$2.2M	15.4%
Vanguard Growth Index Adm Mutual Fund N/A	Mutual Funds	—	—	$1.5M	10.3%
Vanguard Target Retirement 2030 Inv Mutual Fund N/A	Mutual Funds	—	—	$1.3M	9.4%
Vanguard Target Retirement 2025 Inv Mutual Fund N/A	Mutual Funds	—	—	$1.1M	7.8%
Vanguard Target Retirement 2050 Inv Mutual Fund N/A	Mutual Funds	—	—	$863K	6.1%
Vanguard Target Retirement 2035 Inv Mutual Fund N/A	Mutual Funds	—	—	$814K	5.8%
Vanguard Mid Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$722K	5.1%
Vanguard Small Cap Growth Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$669K	4.7%
Transamerica Stable Value Core Option Group Annuity Contract N/A	Stable Value	—	—	$607K	4.3%
MFS International Diversification R6 Mutual Fund N/A	Mutual Funds	—	—	$576K	4.1%
Vanguard Target Retirement 2045 Inv Mutual Fund N/A	Mutual Funds	—	—	$549K	3.9%
Vanguard Target Retirement 2040 Inv Mutual Fund N/A	Mutual Funds	—	—	$461K	3.3%
Vanguard Target Retirement 2055 Inv Mutual Fund N/A	Mutual Funds	—	—	$438K	3.1%
Vanguard Value Index Adm Mutual Fund N/A	Mutual Funds	—	—	$395K	2.8%
American Century Short Dur Inflation PrBd R6 Mutual Fund N/A	Other securities	—	—	$349K	2.5%
JPMorgan Core Plus Bond R6 Mutual Fund N/A	Other securities	—	—	$294K	2.1%
Allspring Special Sm Cap Value R6 Mutual Fund N/A	Other securities	—	—	$254K	1.8%
Vanguard Target Retirement 2060 Inv Mutual Fund N/A	Mutual Funds	—	—	$167K	1.2%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$166K	1.2%
Vanguard Target Retirement 2020 Inv Mutual Fund N/A	Mutual Funds	—	—	$151K	1.1%
Vanguard Target Retirement Income Inv Mutual Fund N/A	Mutual Funds	—	—	$145K	1.0%
Maturing 2025-2029 at * Notes receivable from participants interest rates of 5.25% - 10.50% $ -	Bonds / Notes	—	—	$134K	0.9%
Vanguard Small Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$131K	0.9%
Vanguard Target Retirement 2065 Inv Mutual Fund N/A	Mutual Funds	—	—	$80K	0.6%
American Century Mid Cap Value R6 Mutual Fund N/A	Other securities	—	—	$51K	0.4%
MFS Mid Cap Growth R6 Mutual Fund N/A	Mutual Funds	—	—	$38K	0.3%