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Original filing (PDF)20250722172246NAL0003963680003

CORBITT ENTERPRISES INC.

Form 5500
FILING_RECEIVED
CORBITT ENTERPRISES INC 401K PLAN
401(k) retirement plan
Signals · 2
~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
136
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
  • 77 bps in Schedule C fees — modestly above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORBITT ENTERPRISES INC..
Plan sponsor
Name
CORBITT ENTERPRISES INC.
EIN
71-0678297
Address
6902 BRODIE LANE · LITTLE ROCK, AR · 722048604
Phone
(501) 455-5959
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Trustee
1
NameEINLocationRelationDirect compIndirect comp
SIMMONS FIRST TRUST COMPANY NA71-0832709PINEBLUFF, ARTRUSTEE; TPA$43K

Investments

13 direct securities· $5.6M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Growth Index Fund$1.1M20.3%
Vanguard Value Index Fund$1.0M18.1%
Vanguard Developed Markets Index Admiral$702K12.4%
Fidelity Inv Money Market Only Fund$590K10.5%
Guggenheim Total Return Bond Fund$508K9.0%
Federated Hermes TTL Return Bond Fund$505K8.9%
Vanguard Emerging Markets Stock Index Fund$276K4.9%
Federated Institutional High Yield Bond Fund$220K3.9%
PIMCO Foreign Bond Fund (U.S. Hedged)$220K3.9%
Vanguard Small Cap Growth Index Admiral$135K2.4%
Vanguard Small Cap Value Index Admiral$132K2.3%
Vanguard Mid Cap Growth Index Admiral$91K1.6%
Vanguard Mid Cap Value Index Admiral$89K1.6%

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