Back to filter
Original filing (PDF)20251015194314NAL0011270962001
CORPORATE MOVING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CMS COMPANIES RETIREMENT PLAN
401(k) retirement plan
Active participants
182
Accounts w/ balance
218
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
21 pooled trusts
Schedule D
26 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
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE MOVING SYSTEMS, INC..
Plan sponsor
Name
CORPORATE MOVING SYSTEMS, INC.
EIN
91-1375836
Address
21620 88TH PL S · KENT, WA · 98031
Phone
(858) 874-2600
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2S · Automatic enrollment
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH BUNDAY BERMAN BRITTON PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, PS | 91-1275259 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
10 direct securities · 21 pooled funds· $17.2M(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.
Common Collective Trust
$12.1M
21 holdings
Uncategorized
$5.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.9M | 17.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 14.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.2M | 12.8% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.0M | 11.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 9.5% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $859K | 5.1% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $799K | 4.7% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $540K | 3.2% | |
| MFS INTL DIVRSN Mutual Fund | — | — | — | $539K | 3.2% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $458K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $435K | 2.6% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $328K | 1.9% | |
| Fidelity Government Money Market Money Market ** 990 * Fidelity Stable Value I Investment contract | — | — | — | $295K | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $276K | 1.6% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $264K | 1.6% | |
| FID US BOND IDX Mutual Fund | — | — | — | $235K | 1.4% | |
| FID INTM TR BD IDX Mutual Fund | — | — | — | $221K | 1.3% | |
| Participant loans 4.25% - 9.5% interest $0 | — | — | — | $214K | 1.3% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $167K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $122K | 0.7% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $111K | 0.7% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $63K | 0.4% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $55K | 0.3% | |
| VICTORY S SM CO OP I Mutual Fund | — | — | — | $53K | 0.3% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $39K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $36K | 0.2% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $784 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using NFP RETIREMENT INC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
$4.7B · 8,873 participants
SEAGATE U.S. LLC
SEAGATE 401(K) PLAN
$2.3B · 3,104 participants
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
$2.1B · 6,541 participants
ATRIUS MSO, LLC
ATRIUS 401K RETIREMENT SAVINGS PLAN
$1.6B · 5,536 participants
SEALED AIR CORPORATION
SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN
$1.5B · 6,878 participants
Similar-size Transportation & Warehousing plans
SONWIL DISTRIBUTION CENTER, INC.
SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN
$16.7M · 346 participants
SCOTWOOD INDUSTRIES, INC.
SCOTWOOD INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
$16.6M · 113 participants
NORTHWEST GRAIN GROWERS, INC.
NORTHWEST GRAIN GROWERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$16.6M · 96 participants
NK PARTS INDUSTRIES, INC.
NK PARTS INDUSTRIES, INC. SAVINGS & RETIREMENT PLAN
$16.4M · 873 participants
STATES LOGISTICS SERVICES, INC.
STATES LOGISTICS 401(K) PLAN
$17.5M · 749 participants
W.J. BEITLER CO.
W.J. BEITLER CO. SAVINGS AND SECURITY PLAN
$16.2M · 145 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants