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Original filing (PDF)20251212121637NAL0007409475001
CBTS TECHNOLOGY SOLUTIONS LLC
Form 5500
FILING_RECEIVED
CBTS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.9 mo100% in single holding
Active participants
1,193
Accounts w/ balance
1,149
Plan assets (EOY)
$243.1M
Net assets (EOY)
$243.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
96
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
- Top holding "[DFE: MIP II CL 1 (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBTS TECHNOLOGY SOLUTIONS LLC.
Plan sponsor
Name
CBTS TECHNOLOGY SOLUTIONS LLC
EIN
72-1122018
Address
25 MERCHANT STREET · CINCINNATI, OH · 45246
Phone
—
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-12-02
Tax period
2024-12-31
Filed
2025-12-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BILL SCHMIDT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $431 | — |
Investments
1 pooled fund· $6.4M(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $6.4M | 2.6% |