Back to filter
Original filing (PDF)20251014160811NAL0001661811001
CIMARRON SOFTWARE SERVICES, INC.
Form 5500
FILING_RECEIVED
CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
274
Accounts w/ balance
468
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JPMorgan Large Cap Growth R6 Mutual Fund" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIMARRON SOFTWARE SERVICES, INC..
Plan sponsor
Name
CIMARRON SOFTWARE SERVICES, INC.
EIN
74-2170137
Address
1300 HERCULES AVENUE · SUITE 115 · HOUSTON, TX · 77058
Phone
(281) 226-5100
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | NONE | $54K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $48K | — |
Investments
29 direct securities · 6 pooled funds· $73.8M(100% 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.
Uncategorized
$49.1M
29 holdings
Common Collective Trust
$24.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $23.4M | 31.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $13.6M | 18.5% | |
| BLACKROCK EAFE EQUITY INDEX R GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $9.4M | 12.8% | |
| Vanguard Federal Money Market Inv Interest Bearing Cash | — | — | — | $4.4M | 6.0% | |
| MFS Moderate Allocation R6 Mutual Fund | — | — | — | $3.6M | 4.8% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $2.1M | 2.8% | |
| American Funds Trgt Date Ret 2030 R6 Mutual Fund | — | — | — | $1.8M | 2.4% | |
| American Funds Trgt Date Ret 2025 R6 Mutual Fund | — | — | — | $1.5M | 2.0% | |
| American Funds Trgt Date Ret 2050 R6 Mutual Fund | — | — | — | $1.2M | 1.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $1.2M | 1.7% | |
| American Funds Trgt Date Ret 2040 R6 Mutual Fund | — | — | — | $1.2M | 1.6% | |
| Western Asset Core Bond IS Mutual Fund | — | — | — | $1.1M | 1.5% | |
| American Funds Trgt Date Ret 2060 R6 Mutual Fund | — | — | — | $1.1M | 1.5% | |
| American Funds Trgt Date Ret 2035 R6 Mutual Fund | — | — | — | $1.0M | 1.4% | |
| BLACKROCK RUSSELL 2000 INDEX R GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $987K | 1.3% | |
| American Funds Trgt Date Ret 2045 R6 Mutual Fund | — | — | — | $975K | 1.3% | |
| American Funds Trgt Date Ret 2020 R6 Mutual Fund | — | — | — | $890K | 1.2% | |
| Nationwide Geneva Small Cap Growth Mutual Fund | — | — | — | $601K | 0.8% | |
| PIMCO Diversified Income Instl Mutual Fund | — | — | — | $484K | 0.7% | |
| American Funds Trgt Date Ret 2015 R6 Mutual Fund | — | — | — | $448K | 0.6% | |
| JHancock Disciplined Value R6 Mutual Fund | — | — | — | $439K | 0.6% | |
| American Funds Trgt Date Ret 2065 R6 Mutual Fund | — | — | — | $410K | 0.6% | |
| BLACKROCK MID CAP EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $332K | 0.5% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | — | — | — | $295K | 0.4% | |
| Notes receivable from participants Bearing interest at 3.25%-8.50% - | — | — | — | $231K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $231K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $187K | 0.3% | |
| Cohen & Steers Realty Shares Z Mutual Fund | — | — | — | $164K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 Mutual Fund | — | — | — | $149K | 0.2% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $139K | 0.2% | |
| Undiscovered Mgrs Behavioral Val R6 Mutual Fund | — | — | — | $129K | 0.2% | |
| BLACKROCK U.S. TIPS INDEX1 GREAT GRAY TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $123K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |