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Original filing (PDF)20251223063501NAL0005659699001
COURIER PLUS, INC.
Form 5500
FILING_RECEIVED
DBA DUTCHIE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.2 mo49% in single holding
Active participants
361
Accounts w/ balance
373
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
95
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- Top holding "Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Fidelity 500 Index" is 49% of plan.
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURIER PLUS, INC..
Plan sponsor
Name
COURIER PLUS, INC.
EIN
83-1035109
Address
68 HARRISON AVENUE #605 · PMB 49488 · BOSTON, MA · 02111
Phone
(866) 838-8244
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
2025-12-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MH CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPENSATION SYSTEMS INC | 35-1277460 | INDIANAPOLIS, IA | CONTRACT ADMIN | $20K | — |
Investments
18 direct securities · 10 pooled funds· $15.0M(99% 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
$10.4M
18 holdings
Common Collective Trust
$4.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Fidelity 500 Index | — | — | — | $7.4M | 48.6% | |
| FRS FRANKLIN INTERNATIONAL GROWTH F GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $3.2M | 21.0% | |
| Fidelity Advisor Total Bond Z | — | — | — | $952K | 6.3% | |
| Fidelity Real Estate Index | — | — | — | $901K | 6.0% | |
| GREAT GRAY AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $562K | 3.7% | |
| American Funds Capital World Bond R6 | — | — | — | $388K | 2.6% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $356K | 2.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $242K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $208K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $187K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $154K | 1.0% | |
| Fidelity Mid Cap Index | — | — | — | $149K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $50K | 0.3% | |
| MFS International Equity R6 | — | — | — | $43K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $42K | 0.3% | |
| FRS Wilmington TR MFS MD CP GR CIT CL G1 | — | — | — | $39K | 0.3% | |
| Clearbridge Small Cap Growth IS | — | — | — | $33K | 0.2% | |
| Allspring Special Small Cap Value R6 | — | — | — | $32K | 0.2% | |
| Fidelity Emerging Markets Index | — | — | — | $31K | 0.2% | |
| MFS Value R6 | — | — | — | $21K | 0.1% | |
| Fidelity Small Cap Index | — | — | — | $20K | 0.1% | |
| Guaranteed Annuity Contract EI Fixed Account - Series Class I | — | — | — | $14K | <0.1% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $6K | <0.1% | |
| MFS Global Real Estate R6 | — | — | — | $5K | <0.1% | |
| DFA International Small Cap Value I | — | — | — | $4K | <0.1% | |
| MFS Total Return Bond R6 | — | — | — | $3K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% |
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