Original filing (PDF)20251027113219NAL0015042018001

CUSTOM COMMODITIES, INC.

Name: CUSTOM COMMODITIES, INC. — CUSTOM COMMODITIES 401K PLAN, Form 5500 (2024)
Creator: CUSTOM COMMODITIES, INC.

Form 5500

FILING_RECEIVED

CUSTOM COMMODITIES 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

280

Accounts w/ balance

144

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

Participation health

Knocking points off

No recordkeeper disclosed on Schedule C.
51% balance-to-active ratio — below typical for a healthy 401(k).

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 CUSTOM COMMODITIES, INC..

Plan sponsor

Name

CUSTOM COMMODITIES, INC.

EIN

75-2181778

Address

408 NORTH TRINITY · GILMER, TX · 75644

Phone

(800) 345-3802

Industry

Transportation & Warehousingsee 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

2025-10-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL. L.L.P

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	95-2834236	—	FINANCIAL ADVISOR	$0	—

Investments

36 direct securities· $4.3M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Nationwide ID Moderate Fund (R) Mutual fund -	—	—	—	$916K	20.8%
Nationwide ID Moderately Conserv. Fund (R) Mutual fund -	—	—	—	$706K	16.1%
American Funds Fundamental Inv Fund (R3) Mutual fund -	—	—	—	$485K	11.0%
Nationwide ID Moderately Aggress. Fund (R) Mutual fund -	—	—	—	$384K	8.7%
Nationwide ID Aggressive Fund (R) Mutual fund -	—	—	—	$364K	8.3%
Nationwide ID Conservative Fund (R) Mutual fund -	—	—	—	$162K	3.7%
Principal MidCap Fund (A) Mutual fund -	—	—	—	$147K	3.3%
JPMorgan US Equity Fund (A) Mutual fund -	—	—	—	$125K	2.9%
Morley Stable Value Fund (80-I) Stable value fund -	—	—	—	$114K	2.6%
BlackRock Equity Dividend Fund (A) Mutual fund -	—	—	—	$111K	2.5%
American Funds New Perspective Fund (R3) Mutual fund -	—	—	—	$100K	2.3%
Oakmark Fund (Inv) Mutual fund -	—	—	—	$83K	1.9%
PGIM Jennison Small Company Fund (A) Mutual fund -	—	—	—	$78K	1.8%
Invesco Growth & Income Fund (A) Mutual fund -	—	—	—	$68K	1.5%
Invesco Equity & Income Fund (A) Mutual fund -	—	—	—	$51K	1.2%
Calamos Growth & Income Fund (A) Mutual fund -	—	—	—	$49K	1.1%
PGIM Jennison Mid-Cap Growth Fund (A) Mutual fund -	—	—	—	$43K	1.0%
AB High Income Fund (A) Mutual fund -	—	—	—	$41K	0.9%
Nationwide Government Money Market Fund (Inv) Money market fund -	—	—	—	$31K	0.7%
Parnassus Mid Cap Fund Mutual fund -	—	—	—	$25K	0.6%
Thornburg Limited Term Income Fund (R3) Mutual fund -	—	—	—	$23K	0.5%
Principal High Yield Fund (A) Mutual fund -	—	—	—	$22K	0.5%
Calamos International Growth Fund (A) Mutual fund -	—	—	—	$19K	0.4%
Virtus Ceredex Mid-Cap Value Equity Fund (I) Mutual fund -	—	—	—	$18K	0.4%
Invesco International Bond Fund (A) Mutual fund -	—	—	—	$13K	0.3%
Heartland Value Plus Fund (Inv) Mutual fund -	—	—	—	$11K	0.3%
Invesco Developing Markets Fund (A) Mutual fund -	—	—	—	$11K	0.2%
Macquarie Asset Strategy Fund (Y) Mutual fund -	—	—	—	$10K	0.2%
Macquarie High Income Fund (Y) Mutual fund -	—	—	—	$10K	0.2%
Parnassus Mid Cap Growth Fund (Inv) Mutual fund -	—	—	—	$9K	0.2%
JPMorgan Core Bond Fund (A) Mutual fund -	—	—	—	$8K	0.2%
American Century Ginnie Mae Fund (A) Mutual fund -	—	—	—	$7K	0.2%
BlackRock Infla. Protected Bond Fund (A) Mutual fund -	—	—	—	$7K	0.2%
Touchstone Flexible Income Fund (A) Mutual fund -	—	—	—	$6K	0.1%
Victory Pioneer Equity Income (A) Mutual fund -	—	—	—	$6K	0.1%
Lord Abbett International Equity Fund (A) Mutual fund -	—	—	—	$3K	<0.1%