Back to filter
Original filing (PDF)20250911130347NAL0000526385001
COMPUTERS UNLIMITED, INC.
Form 5500
FILING_RECEIVED
COMPUTERS UNLIMITED 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
189
Accounts w/ balance
176
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AB US Large Cap Growth CIT Collective Investment Trust N/A" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTERS UNLIMITED, INC..
Plan sponsor
Name
COMPUTERS UNLIMITED, INC.
EIN
81-0375793
Address
2407 MONTANA AVENUE · BILLINGS, MT · 59101
Phone
(406) 255-9500
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-11
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
34 direct securities · 2 pooled funds· $40.4M(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
$28.1M
34 holdings
Common Collective Trust
$12.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $11.5M | 28.3% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $10.5M | 25.9% | |
| American Funds New Perspective R6 Mutual Fund N/A | — | — | — | $2.4M | 6.0% | |
| American Funds American Balanced R6 Mutual Fund N/A | — | — | — | $1.5M | 3.8% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund N/A | — | — | — | $1.2M | 3.0% | |
| Loomis Sayles Investment Grade Bond Fund Mutual Fund N/A | — | — | — | $1.2M | 3.0% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund N/A | — | — | — | $1.2M | 2.9% | |
| CB Instl Growth IS Mutual Fund N/A | — | — | — | $1.1M | 2.6% | |
| PIMCO Income Instl Mutual Fund N/A | — | — | — | $1.0M | 2.6% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $885K | 2.2% | |
| American Funds Small Cap World R6 Mutual Fund N/A | — | — | — | $822K | 2.0% | |
| American Funds 2050 Target Date Retire R6 Mutual Fund N/A | — | — | — | $771K | 1.9% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund N/A | — | — | — | $595K | 1.5% | |
| Lord Abbett Short Duration Income R6 Mutual Fund N/A | — | — | — | $589K | 1.5% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund N/A | — | — | — | $584K | 1.4% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund N/A | — | — | — | $541K | 1.3% | |
| Janus Henderson Enterprise Fund Mutual Fund N/A | — | — | — | $481K | 1.2% | |
| Puntnam Large Cap Value Mutual Fund N/A | — | — | — | $412K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund N/A | — | — | — | $361K | 0.9% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $348K | 0.9% | |
| FullerThaler Behavioral Small-Cap Growth Fund Mutual Fund N/A | — | — | — | $329K | 0.8% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund N/A | — | — | — | $302K | 0.7% | |
| BlackRock High Yield Bond Mutual Fund N/A | — | — | — | $257K | 0.6% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund N/A | — | — | — | $227K | 0.6% | |
| PIMCO Stocks PLUS International Inst Mutual Fund N/A | — | — | — | $227K | 0.6% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $208K | 0.5% | |
| American Funds 2010 Target Date Retire R6 Mutual Fund N/A | — | — | — | $175K | 0.4% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $140K | 0.3% | |
| Notes Receivable from Participants Notes Receivable from Participants, Maturing 2025-2031, at Interest of 5.25% - 10.5% - | — | — | — | $129K | 0.3% | |
| American Funds 2020 Target Date Retire R6 Mutual Fund N/A | — | — | — | $113K | 0.3% | |
| PIMCO International Bond Fund Mutual Fund N/A | — | — | — | $98K | 0.2% | |
| Janus Henderson Global Equity Income Fund Mutual Fund N/A | — | — | — | $81K | 0.2% | |
| American Funds 2015 Target Date Retire R6 Mutual Fund N/A | — | — | — | $80K | 0.2% | |
| MFS New Discovery Value Fund Mutual Fund N/A | — | — | — | $40K | <0.1% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund N/A | — | — | — | $39K | <0.1% | |
| Gabelli U.S. Treasury Money Market Fund Money Market Mutual Fund N/A | — | — | — | $4K | <0.1% |
Related plans
Other plans using UBS FINANCIAL SERVICES INC
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
LYONDELL CHEMICAL COMPANY
LYONDELLBASELL SAVINGS PLAN
$2.7B · 7,839 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
$2.5B · 31,464 participants
AMERICAN FINANCIAL GROUP, INC.
AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
$2.3B · 7,790 participants
MGM RESORTS INTERNATIONAL
THE MGM RESORTS 401(K) SAVINGS PLAN
$2.2B · 37,717 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY PENSION PLAN
$2.0B · 3,705 participants
Similar-size Software Publishers plans
AXIOMA, INC.
AXIOMA 401(K) RETIREMENT PLAN
$39.9M
ESKER, INC.
ESKER, INC. 401(K) SAVINGS PLAN
$41.0M · 261 participants
DEGREE, INC.
LATTICE 401(K) PLAN
$39.7M · 464 participants
LOGRHYTHM, INC.
LOGRHYTHM, INC. 401(K) PLAN
$41.2M · 218 participants
IP INFUSION INC.
IP INFUSION INC. 401(K) PLAN
$39.6M · 78 participants
CALENDLY, LLC
CALENDLY 401(K) PLAN
$39.3M · 532 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants