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Original filing (PDF)20250912145157NAL0001405185001
COMMERCE FABRIC INC.
Form 5500
FILING_RECEIVED
FABRIC 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
136
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMERCE FABRIC INC..
Plan sponsor
Name
COMMERCE FABRIC INC.
EIN
82-4439019
Address
455 MARKET ST · STE 1940 PMB 66768 · SAN FRANCISCO, CA · 94105
Phone
(530) 828-0821
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
2025-09-12
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Investments
29 direct securities· $6.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Mutual Fund | — | — | — | $1.2M | 17.8% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $1.1M | 16.7% | |
| Fidelity Freedom Index 2060 Mutual Fund | — | — | — | $635K | 9.7% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $605K | 9.2% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $549K | 8.4% | |
| Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $543K | 8.3% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $437K | 6.7% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $324K | 4.9% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $161K | 2.4% | |
| Fidelity Freedom Index 2065 Mutual Fund | — | — | — | $119K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $114K | 1.7% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $113K | 1.7% | |
| Fidelity Freedom Index 2025 Mutual Fund | — | — | — | $112K | 1.7% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $106K | 1.6% | |
| Participant Loans to participants, bearing interest from 9.0% to 9.5% | — | — | — | $70K | 1.1% | |
| Buffalo Small Cap Fund Institutional Class Mutual Fund ** 29 MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $64K | 1.0% | |
| Fidelity Freedom Index 2030 Mutual Fund | — | — | — | $64K | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $59K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $47K | 0.7% | |
| PIMCO RAE US Small Fund Institutional Fund Mutual Fund | — | — | — | $47K | 0.7% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $22K | 0.3% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $19K | 0.3% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $19K | 0.3% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $16K | 0.2% | |
| BlackRock MidCap Growth Equity Fund Class K Mutual Fund ** 229 The Gabelli U.S. Treasury Money Market Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| Cohen & Steers Institutional Realty Mutual Fund | — | — | — | $12K | 0.2% | |
| Principal MidCap Value I Institutional Class Mutual Fund | — | — | — | $12K | 0.2% | |
| Fidelity Freedom Index Income Investor Mutual Fund | — | — | — | $4K | <0.1% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $3K | <0.1% |
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