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Original filing (PDF)20260115133937NAL0018964851001
CISCO-EAGLE, INC.
Form 5500
FILING_RECEIVED
CISCO-EAGLE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
82% in single holding82% employer stockNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
138
Plan assets (EOY)
$74.0M
Net assets (EOY)
$74.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or Similar Party Par, or Maturity Value Cost Value * Cisco-Eagle, Inc. Common Stock, 373,033 shares" is 82% of plan.
- 82% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CISCO-EAGLE, INC..
Plan sponsor
Name
CISCO-EAGLE, INC.
EIN
73-1256078
Address
2120 VALLEY VIEW LANE · DALLAS, TX · 752348911
Phone
(972) 331-3011
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $73.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost Value * Cisco-Eagle, Inc. Common Stock, 373,033 shares | — | — | $4.1M | $59.8M | 80.8% | |
| Federated Treasury Obligations Money Market Money Market Mutual Fund N/A | — | — | — | $13.6M | 18.4% |
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