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Original filing (PDF)20251001051338NAL0012230497001
CIMC INTERMODAL EQUIPMENT LLC
Form 5500
FILING_RECEIVED
CIMC INTERMODAL EQUIPMENT LLC 40 1(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
30% in single holding~98 bps in Sched C fees
Active participants
122
Accounts w/ balance
118
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SCHWAB S&P 500 INDEX FUND" is 30% of plan.
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIMC INTERMODAL EQUIPMENT LLC.
Plan sponsor
Name
CIMC INTERMODAL EQUIPMENT LLC
EIN
68-0665025
Address
10533 SESSLER STREET · SOUTH GATE, CA · 90280
Phone
(562) 904-8600
Industry
Other Services (ex. Public Admin)see 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
31 direct securities· $3.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.0M | 30.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $495K | 14.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $334K | 9.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $328K | 9.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $191K | 5.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $118K | 3.5% | |
| VAN TARGET RETIRE 2035 298 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $101K | 3.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $85K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $76K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $72K | 2.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $63K | 1.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $60K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $53K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $47K | 1.4% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $45K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $39K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $29K | 0.9% | |
| COHEN & STEERS PRF SEC & INC I 86 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $27K | 0.8% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $24K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $23K | 0.7% | |
| PIMCO INTL BOND (USD HDG I2 | Registered Investment Companies | — | — | $20K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $11K | 0.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $8K | 0.2% | |
| BNYM APPRECIATION - Y | Registered Investment Companies | — | — | $6K | 0.2% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK ADV INTERNATIONAL I | Registered Investment Companies | — | — | $1K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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