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Original filing (PDF)20251011060420NAL0004636675001
CANIDAE, LLC.
Form 5500
FILING_RECEIVED
CANIDAE, LLC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
191
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANIDAE, LLC..
Plan sponsor
Name
CANIDAE, LLC.
EIN
77-0448323
Address
3101 STEPHEN F AUSTIN DR · BROWNWOOD, TX · 76801
Phone
(914) 400-8169
Industry
Manufacturingsee 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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
18 direct securities · 4 pooled funds· $9.6M(98% 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.
Registered Investment Companies
$7.5M
18 holdings
Common Collective Trust
$2.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $1.3M | 13.4% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.1M | 11.5% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.0M | 10.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $763K | 7.8% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $733K | 7.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $716K | 7.3% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $531K | 5.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $504K | 5.1% | |
| JPMORGAN GOVT BD FD - R2 | Registered Investment Companies | — | — | $410K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $402K | 4.1% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $376K | 3.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $373K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $277K | 2.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $265K | 2.7% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $260K | 2.6% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $166K | 1.7% | |
| NEUBERGER SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $141K | 1.4% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $83K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $67K | 0.7% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $46K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $38K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $20K | 0.2% |
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