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Original filing (PDF)20250807113641NAL0003644241001
CGRS, INC.
Form 5500
FILING_RECEIVED
CGRS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
143
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CGRS, INC..
Plan sponsor
Name
CGRS, INC.
EIN
84-1061813
Address
1301 ACADEMY CT · FORT COLLINS, CO · 80524
Phone
(970) 493-7780
Industry
Constructionsee 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
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $5K | — |
Investments
17 direct securities · 19 pooled funds· $5.5M(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
$4.2M
17 holdings
Common Collective Trust
$1.3M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Fund Mutual funds | — | — | — | $789K | 14.4% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $647K | 11.8% | |
| Schwab International Index Fund Mutual funds | — | — | — | $572K | 10.4% | |
| Standard Stable Asset Fund Fully benefit-responsive investment contract | — | — | — | $554K | 10.1% | |
| Fidelity Large Cap Growth Index Fund Mutual funds | — | — | — | $344K | 6.3% | |
| Vanguard Value Index Admiral Fund Mutual funds | — | — | — | $329K | 6.0% | |
| PCRA Brokerage Account Fund Self-directed brokerage account | — | — | — | $286K | 5.2% | |
| FLEXPATH INDEX CONS RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $273K | 5.0% | |
| FLEXPATH INDEX AGGR 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $229K | 4.2% | |
| FLEXPATH INDEX AGGR 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $218K | 4.0% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $189K | 3.4% | |
| FLEXPATH INDEX AGGR 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $130K | 2.4% | |
| Vanguard Mid Cap Value Fund Mutual funds | — | — | — | $112K | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral Fund Mutual funds | — | — | — | $108K | 2.0% | |
| Cash 1 * Participant loans Interest rates from 3.25% to 8.50% $0 | — | — | — | $96K | 1.8% | |
| BLACKROCK EQUITY INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $86K | 1.6% | |
| FLEXPATH INDEX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $80K | 1.5% | |
| BLACKROCK US DEBT INDEX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $54K | 1.0% | |
| FLEXPATH INDEX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $53K | 1.0% | |
| GREAT GRAY CIT CORE BOND FUND WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $42K | 0.8% | |
| Fidelity Small Cap Growth Index Fund Mutual funds | — | — | — | $36K | 0.7% | |
| SMALL CAP VALUE R1 WILMINGTON TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $30K | 0.6% | |
| Balanced Sustainable CIT R1 Fund Mutual funds | — | — | — | $28K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual funds | — | — | — | $28K | 0.5% | |
| SMALL CAP GROWTH R1 WILMINGTON TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $27K | 0.5% | |
| FLEXPATH INDEX CONS 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $23K | 0.4% | |
| BLACKROCK EAFE EQUITY IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $23K | 0.4% | |
| FLEXPATH INDEX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $22K | 0.4% | |
| DFA International Vector Equity Portfolio Institutional Class Fund Mutual funds | — | — | — | $18K | 0.3% | |
| FLEXPATH INDEX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $16K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Fund Mutual funds | — | — | — | $13K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual funds | — | — | — | $12K | 0.2% | |
| FLEXPATH INDEX CONS 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $10K | 0.2% | |
| GREAT GRAY CIT INTERNATIONAL STOCK WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONS 2025 R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
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