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Original filing (PDF)20251015163431NAL0010326610001
CEFCO NATIONAL CLAIMS SERVICES, INC.
Form 5500
FILING_RECEIVED
CNC RESOURCE 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
~105 bps in Sched C fees
Active participants
96
Accounts w/ balance
96
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
28 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
- 105 bps in Schedule C fees — 102% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEFCO NATIONAL CLAIMS SERVICES, INC..
Plan sponsor
Name
CEFCO NATIONAL CLAIMS SERVICES, INC.
EIN
63-0772568
Address
2928 MCVAY DRIVE NORTH · MOBILE, AL · 36606
Phone
(251) 471-4718
Industry
Finance & Insurancesee 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
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH, DUKES AND BUCKALEW LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| N. D. PITTMAN | — | MOBILE, AL | ADVISOR | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS | 13-3180178 | — | TPA | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH DUKES & BUCKLEW | 63-0191630 | — | AUDITOR | $18K | — |
Investments
27 direct securities· $4.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Income Instl 87,186.32 shares | — | — | $1.0M | $917K | 18.6% | |
| Fidelity Growth Company 9,112.00 shares | — | — | $156K | $368K | 7.4% | |
| American Funds American Funds Growth Fund 4,188.50 shares | — | — | $191K | $312K | 6.3% | |
| Harbor Capital Appreciation 2,436.94 shares | — | — | $157K | $277K | 5.6% | |
| Pimco Total Return Instl 30,860.45 shares | — | — | $319K | $262K | 5.3% | |
| Gotham Enhanced Return Institutional 20,138.73 shares | — | — | $247K | $249K | 5.0% | |
| Dimensional Fund Advisors DFA US Small Cap Value I 4,376.07 shares | — | — | $134K | $212K | 4.3% | |
| Catalyst Mutual Funds Catalyst Hedged Futures 21,816.50 shares | — | — | $234K | $202K | 4.1% | |
| Participant Notes Interest rates at 4.25% - 9.25% -0- | — | — | — | $194K | 3.9% | |
| Dimensional Fund Advisors DFA International Small Cap I 8,020.23 shares | — | — | $145K | $176K | 3.6% | |
| Brown Capital Brown Cap Mgmt Small Co 3,019.15 shares | — | — | $220K | $153K | 3.1% | |
| Oakmark Select Fund 1,835.82 shares | — | — | $73K | $147K | 3.0% | |
| Dodge & Cox Dodge & Cox Stock I 568.28 shares | — | — | $134K | $146K | 3.0% | |
| Gotham Neutral Institutional 9,042.80 shares | — | — | $103K | $127K | 2.6% | |
| Mairs and Power Mairs & Power Growth Inv 719.22 shares | — | — | $89K | $122K | 2.5% | |
| Manning and Napier Manning & Napier ProBlend Max 4,849.24 shares | — | — | $93K | $121K | 2.5% | |
| Sequoia 650.73 shares | — | — | $100K | $119K | 2.4% | |
| FPA Crescent Fund Inst 2,387.92 shares | — | — | $76K | $96K | 1.9% | |
| Longboard Managed Future Strategy 6,453.95 shares | — | — | $96K | $95K | 1.9% | |
| Akre Focus Instl 1,358.04 shares | — | — | $40K | $92K | 1.9% | |
| Dodge & Cox Dodge & Cox Intl Stock 1,771.94 shares | — | — | $79K | $88K | 1.8% | |
| John Hancock John Hancock International Growth 3,004.70 shares | — | — | $73K | $81K | 1.6% | |
| American Funds American Funds New World F-2 1,030.87 shares | — | — | $55K | $79K | 1.6% | |
| Oakmark International Fd 3,062.11 shares | — | — | $75K | $77K | 1.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equ 2,591.86 shares | — | — | $42K | $60K | 1.2% | |
| American Funds American Funds EuroPacific Gr F 876.64 shares | — | — | $41K | $47K | 1.0% | |
| Charles Schwab US Treasury Money Fund | — | — | $34K | $34K | 0.7% |