How big is Cimco Refrigeration, Inc.'s plan?

Cimco Refrigeration, Inc.'s plan reported $15.9M in assets and 208 participants for 2024.

Original filing (PDF)20251014104044NAL0001248915001

Cimco Refrigeration, Inc.

Name: Cimco Refrigeration, Inc. — Cimco Refrigeration, Form 5500 (2024)
Creator: Cimco Refrigeration, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cimco Refrigeration, Inc. 401(k) Plan

401(k) retirement plan · Cimco Refrigeration, Inc.'s Cimco Refrigeration, Inc. 401(k) Plan held $15.9M in plan assets for 208 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

208

Accounts w/ balance

124

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

People on this filing

Simerjit Mahal signed Cimco Refrigeration, Inc.'s 2024 Form 5500 as plan administrator.

Simerjit Mahal — 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

Cimco Refrigeration, Inc.'s EIN is 63-0826297.

EIN 63-0826297

Plan number 002

Plan year 2024

ACK ID 20251014104044NAL0001248915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cimco Refrigeration, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cimco Refrigeration, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

29 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) — 24K (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 (8th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

CIMCO REFRIGERATION, INC.

EIN

all filings

Address

2502 COMMERCIAL PARK DRIVE · MOBILE, AL · 36606

Phone

(416) 465-7581

Industry

Manufacturing

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

WILKINS MILLER, LLC

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

29 direct securities· $15.9M(100% of reported assets)

Mutual Funds

$13.3M

21 holdings

Common Collective Trusts

$2.3M

3 holdings

Other securities

$253K

4 holdings

Bonds / Notes

$110K

1 holding

					% of plan
Fidelity Investments 500 Index PR	Common Collective Trusts	—	—	$1.9M	12.1%
Fidelity Investments Freedom 2040 K	Mutual Funds	—	—	$1.7M	10.4%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$1.6M	10.0%
Fidelity Investments Low Priced Stock K	Mutual Funds	—	—	$1.4M	9.0%
Fidelity Investments Blue Chip Growth Fund	Mutual Funds	—	—	$1.2M	7.3%
Fidelity Investments Freedom 2035 K	Mutual Funds	—	—	$1.1M	7.2%
American Funds American Mutual R6	Mutual Funds	—	—	$730K	4.6%
Fidelity Investments Freedom 2030 K	Mutual Funds	—	—	$705K	4.4%
Fidelity Investments Freedom 2050 K	Mutual Funds	—	—	$691K	4.4%
Fidelity Investments Balanced Fund	Mutual Funds	—	—	$657K	4.1%
Fidelity Investments Small Cap Index PR	Mutual Funds	—	—	$643K	4.1%
Fidelity Investments Freedom 2045 K	Mutual Funds	—	—	$565K	3.6%
Fidelity Investments US Bond Index PR	Mutual Funds	—	—	$539K	3.4%
Fidelity Investments International Capital Appreciation Fund	Mutual Funds	—	—	$480K	3.0%
Vanguard VVMR-FED Mmkt	Mutual Funds	—	—	$430K	2.7%
Fidelity Investments Global ex U.S. Index Fund	Common Collective Trusts	—	—	$318K	2.0%
Fidelity Investments Freedom 2060 K	Mutual Funds	—	—	$211K	1.3%
Columbia Emerging Markets Fund	Other securities	—	—	$160K	1.0%
Fidelity Investments Freedom 2025 K	Mutual Funds	—	—	$156K	1.0%
Fidelity Investments Government Income Fund	Mutual Funds	—	—	$147K	0.9%
Fidelity Investments Freedom 2020 K	Mutual Funds	—	—	$116K	0.7%
Participant loans Interest rate 5.25% to 10.50%	Bonds / Notes	—	—	$110K	0.7%
Fidelity Investments Freedom 2055 K	Mutual Funds	—	—	$100K	0.6%
Loomis Core PL BD A	Other securities	—	—	$73K	0.5%
Fidelity Investments Freedom 2010 K	Mutual Funds	—	—	$60K	0.4%
Fidelity Investments Freedom 2065 K	Mutual Funds	—	—	$38K	0.2%
Fidelity Investments Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$21K	0.1%
AB SM CAP GROWTH Z 60 American Century Small Cap Value R6	Other securities	—	—	$10K	<0.1%
Cohen & Steers Institutional Realty Shares	Other securities	—	—	$10K	<0.1%