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Original filing (PDF)20251013163636NAL0003588226003
COMPUTACENTER UNITED STATES INC.
Form 5500
FILING_RECEIVED
COMPUTACENTER 401(K) PLAN
401(k) retirement plan
Active participants
1,608
Accounts w/ balance
2,088
Plan assets (EOY)
$177.1M
Net assets (EOY)
$177.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTACENTER UNITED STATES INC..
Plan sponsor
Name
COMPUTACENTER UNITED STATES INC.
EIN
88-0382430
Address
1 UNIVERSITY AVEUNE · SUITE 102 · WESTWOOD, MA · 02090
Phone
(415) 962-2247
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $105K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $96K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $29K | — |
Investments
32 direct securities · 1 pooled fund· $177.0M(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
$172.4M
32 holdings
Common Collective Trust
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index " | — | — | — | $22.8M | 12.9% | |
| Vanguard Growth Index Institutional " | — | — | — | $17.8M | 10.1% | |
| Vanguard Target Retirement 2035 Investor " | — | — | — | $11.6M | 6.5% | |
| Vanguard Target Retirement 2045 Investor " | — | — | — | $10.3M | 5.8% | |
| Vanguard Target Retirement 2040 Investor " | — | — | — | $9.7M | 5.5% | |
| AllSpring Core Plus Bond R6 Mutual fund | — | — | — | $9.4M | 5.3% | |
| JPMorgan Equity Income R6 " | — | — | — | $8.0M | 4.5% | |
| Vanguard Target Retirement 2050 Investor " | — | — | — | $6.8M | 3.9% | |
| Vanguard Target Retirement 2030 Investor " | — | — | — | $6.6M | 3.7% | |
| Vanguard Target Retirement 2025 Investor " | — | — | — | $5.7M | 3.2% | |
| Fidelity Mid Cap Index " | — | — | — | $5.4M | 3.1% | |
| Vanguard Target Retirement 2055 Investor " | — | — | — | $5.4M | 3.0% | |
| Vanguard Information Technology Idx Adm " | — | — | — | $4.7M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.7M | 2.6% | |
| Vanguard International Growth Adm " | — | — | — | $4.6M | 2.6% | |
| JPMorgan Mid Cap Growth R6 " | — | — | — | $4.5M | 2.5% | |
| Vanguard Small Cap Index Adm " | — | — | — | $3.8M | 2.1% | |
| Vanguard Small Cap Value Index Adm " | — | — | — | $3.8M | 2.1% | |
| Fidelity International Index " | — | — | — | $3.5M | 2.0% | |
| Vanguard Target Retirement 2060 Investor " | — | — | — | $3.5M | 2.0% | |
| Vanguard Treasury Money Market " | — | — | — | $2.9M | 1.7% | |
| American Funds New World R6 " | — | — | — | $2.9M | 1.7% | |
| Participant Loans (4.25% - 10.50%) - | — | — | — | $2.7M | 1.5% | |
| Vanguard FTSE Social Index Admiral " | — | — | — | $2.5M | 1.4% | |
| Fidelity Small Cap Growth K6 " | — | — | — | $2.5M | 1.4% | |
| American Funds New Perspective R6 " | — | — | — | $2.4M | 1.3% | |
| American Funds American Balanced R6 " | — | — | — | $2.2M | 1.2% | |
| MFS Mid Cap Value R6 " | — | — | — | $1.6M | 0.9% | |
| Vanguard Target Retirement Income Investor " | — | — | — | $1.4M | 0.8% | |
| PIMCO Int Bond (USD-Hedged) Institutional " | — | — | — | $1.2M | 0.7% | |
| Blackrock High Yield Bond Portfolio K " | — | — | — | $872K | 0.5% | |
| Vanguard Target Retirement 2020 Investor " | — | — | — | $846K | 0.5% | |
| T. Rowe Price Intl Value Equity I " | — | — | — | $383K | 0.2% |