How big is Plan Employer Cinch Home Services Inc.'s plan?

Plan Employer Cinch Home Services Inc.'s plan reported $47.8M in assets and 713 participants for 2024.

Original filing (PDF)20251009142427NAL0003655171001

Plan Employer Cinch Home Services Inc.

Name: Plan Employer Cinch Home Services Inc. — Form 5500 Plan 001 (2024)
Creator: Plan Employer Cinch Home Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan

401(k) retirement plan · Plan Employer Cinch Home Services Inc.'s Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan held $47.8M in plan assets for 713 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

1 failed disclosure

Active participants

713

Accounts w/ balance

714

Plan assets (EOY)

$47.8M

Net assets (EOY)

$47.8M

People on this filing

Jim Blaso signed Plan Employer Cinch Home Services Inc.'s 2024 Form 5500 as plan administrator.

Jim Blaso — 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

Plan Employer Cinch Home Services Inc.'s EIN is 65-0033743.

EIN 65-0033743

Plan number 001

Plan year 2024

ACK ID 20251009142427NAL0003655171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plan Employer Cinch Home Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plan Employer Cinch Home Services Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

35 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

1 Schedule C provider failed to disclose compensation.

Plan sponsor

Name

PLAN EMPLOYER CINCH HOME SERVICES INC.

EIN

all filings

Address

4700 EXCHANGE COURT, SUITE 300 · BOCA RATON, FL · 33431

Phone

(954) 835-1900

Industry

Management of Companies / Holdings

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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$11K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities· $47.8M(100% of reported assets)

Mutual Funds

$37.2M

21 holdings

Other securities

$5.7M

7 holdings

Common Collective Trusts

$3.9M

5 holdings

Participant loans

$850K

1 holding

Common Stocks

$166K

1 holding

					% of plan
FIDELITY GROWTH COMPANY FUND CLASS K	Mutual Funds	—	—	$5.4M	11.2%
FIDELITY FREEDOM 2035 FUND CLASS K	Mutual Funds	—	—	$4.5M	9.5%
FIDELITY BLUE CHIP GROWTH FUND CLASS K	Mutual Funds	—	—	$3.9M	8.1%
FIDELITY FREEDOM 2030 FUND CLASS K	Mutual Funds	—	—	$3.6M	7.5%
FIDELITY FREEDOM 2050 FUND CLASS K	Mutual Funds	—	—	$3.2M	6.7%
FIDELITY FREEDOM 2040 FUND CLASS K	Mutual Funds	—	—	$2.8M	5.8%
FIDELITY FREEDOM 2045 FUND CLASS K	Mutual Funds	—	—	$2.6M	5.4%
PIONEER FUND CLASS Y	Other securities	—	—	$2.6M	5.3%
FIDELITY 500 INDEX FUND	Common Collective Trusts	—	—	$2.5M	5.3%
FIDELITY GOVERNMENT MMKT FUND CLASS K6	Mutual Funds	—	—	$2.2M	4.6%
FIDELITY PURITAN FUND CLASS K	Mutual Funds	—	—	$2.0M	4.1%
FIDELITY MID CAP STOCK FUND CLASS K	Mutual Funds	—	—	$1.6M	3.4%
COLUMBIA DIVIDEND INCOME FUND CLASS A	Other securities	—	—	$1.6M	3.4%
FIDELITY FREEDOM 2025 FUND CLASS K	Mutual Funds	—	—	$1.4M	2.9%
FIDELITY INVESTMENT GRADE BOND FUND	Mutual Funds	—	—	$911K	1.9%
Participant loans	Participant loans	—	—	$850K	1.8%
FIDELITY FREEDOM 2055 FUND CLASS K	Mutual Funds	—	—	$784K	1.6%
BUFFALO INTERNATIONAL INVESTMENT	Other securities	—	—	$659K	1.4%
FIDELITY LOW PRICED STOCK FUND CLASS K	Mutual Funds	—	—	$634K	1.3%
FIDELITY FREEDOM 2060 FUND CLASS K	Mutual Funds	—	—	$521K	1.1%
FIDELITY GLOBAL EX U.S. INDEX FUND	Common Collective Trusts	—	—	$476K	1.0%
FIDELITY US BOND INDEX FUND	Common Collective Trusts	—	—	$460K	1.0%
FIDELITY FREEDOM 2020 FUND CLASS K	Mutual Funds	—	—	$430K	0.9%
JANUS HENDERSON GLOBAL EQUITY INCOME FUND CLASS N	Mutual Funds	—	—	$350K	0.7%
CLEARBRIDGE SELECT FUND CLASS IS	Other securities	—	—	$317K	0.7%
T.ROWE PRICE US HIGH YIELD FUND I CLASS	Other securities	—	—	$270K	0.6%
FIDELITY EXTENDED MARKET INDEX FUND	Common Collective Trusts	—	—	$269K	0.6%
FID FREEDOM INCOME FUND CLASS K	Mutual Funds	—	—	$175K	0.4%
FIDELITY SMALL CAP INDEX FUND	Common Collective Trusts	—	—	$166K	0.3%
PGIM JENNISON SMALL COMPANY R6 FUND	Common Stocks	—	—	$166K	0.3%
FIDELITY FREEDOM 2015 FUND CLASS K	Mutual Funds	—	—	$148K	0.3%
COLUMBIA SMALL CAP VALUE FUND II INSTITUTIONAL 3 CLASS	Other securities	—	—	$146K	0.3%
FIDELITY FREEDOM 2010 FUND CLASS K	Mutual Funds	—	—	$113K	0.2%
FIDELITY FREEDOM 2065 FUND CLASS K	Mutual Funds	—	—	$108K	0.2%
VICTORY RS SMALL CAP GROWTH FUND CLASS Y	Other securities	—	—	$103K	0.2%