Original filing (PDF)20251015081713NAL0002095763001

THE CYPRESS COMPANIES, INC.

Name: THE CYPRESS COMPANIES, INC. — THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CYPRESS COMPANIES, INC.

Form 5500

FILING_RECEIVED

THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

15% employer stockCorrective distributions issued

Active participants

610

Accounts w/ balance

634

Plan assets (EOY)

$52.3M

Net assets (EOY)

$52.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CYPRESS COMPANIES, INC..

Plan sponsor

Name

THE CYPRESS COMPANIES, INC.

EIN

88-0342214

Address

3737 EMBASSY PARKWAY · SUITE 200 · AKRON, OH · 44333

Phone

(330) 849-6514

Industry

Management of Companies / Holdingssee 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

2025-10-15

Pension benefit codes

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)

2U · Association Retirement Plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IFP ADVISORS LLC	59-3331424	—	ADVISOR	$75K	—

Accountant / Auditor

Investments

34 direct securities · 2 pooled funds· $52.3M(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.

Other securities

$41.5M

25 holdings

Common Stock

$8.0M

6 holdings

Bonds / Notes

$1.1M

1 holding

Common Collective Trust

$714K

2 holdings

Common Collective Trusts

$714K

1 holding

Mutual Funds

$229K

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$6.0M	11.6%
Fully Benefit Responsive Investment Contract Lincoln Financial Group Lincoln Stable Value Account	Common Stock	—	—	$4.0M	7.6%
Fidelity Investments Fidelity Blue Chip Growth K	Other securities	—	—	$3.9M	7.5%
American Funds American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$3.7M	7.1%
American Funds American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$3.6M	6.9%
Fidelity Investments Fidelity Total Market Index Fund	Other securities	—	—	$2.6M	5.0%
American Funds American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$2.3M	4.3%
American Funds American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$2.0M	3.9%
American Funds American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$1.9M	3.6%
JP Morgan JPMorgan US Research Enhanced Equity R6	Other securities	—	—	$1.8M	3.5%
Dodge and Cox Funds Dodge & Cox Stock Fund	Other securities	—	—	$1.7M	3.3%
Vanguard Group Vanguard Information Technology Index Fund	Common Stock	—	—	$1.5M	3.0%
Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund	Other securities	—	—	$1.3M	2.5%
American Funds American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$1.2M	2.3%
Vanguard Group Vanguard Mid-Cap Index Fund	Common Stock	—	—	$1.1M	2.2%
Fidelity Investments Fidelity Balanced Fund	Other securities	—	—	$1.1M	2.0%
Participant loans Interest rates from 4.25% to 9.50% -0-	Bonds / Notes	—	—	$1.1M	2.0%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$976K	1.9%
American Funds American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$943K	1.8%
Loomis Sayles Loomis Sayles Core Plus Bond N	Other securities	—	—	$936K	1.8%
American Funds American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$921K	1.8%
Vanguard Group Vanguard International Growth Fund	Common Stock	—	—	$877K	1.7%
PIMCO Funds PIMCO Diversified Income Fund Institutional Class	Other securities	—	—	$784K	1.5%
Columbia Seligman Technology & Information Fund	Other securities	—	—	$769K	1.5%
Delaware Funds by Macquarie Delaware Emerging Markets Fund	Other securities	—	—	$741K	1.4%
Cohen & Steers Cohen & Steers Institutional Realty Shares	Other securities	—	—	$717K	1.4%
Collective Trusts Great Gray Trust Company Balanced Sustainable Fund ** 18 Great Gray Trust Company Small Cap Growth Fund II	Common Collective Trusts	—	—	$714K	1.4%
SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	—	—	$714K	1.4%
Allsprings Special Mid Cap Value Fund	Other securities	—	—	$671K	1.3%
Victory RS International Fund Y	Other securities	—	—	$646K	1.2%
Vanguard Group Vanguard Developing Markets Index Fund	Common Stock	—	—	$304K	0.6%
American Funds American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$230K	0.4%
American Funds American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$229K	0.4%
Vanguard Group Vanguard Intermediate-Term Bond Index Fund	Common Stock	—	—	$209K	0.4%
American Funds American Funds 2015 Target Date Retirement Fund	Other securities	—	—	$47K	<0.1%
BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624	Common Collective Trust	—	—	$18	<0.1%