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Original filing (PDF)20251013155851NAL0000793955001
CPG PROPERTY SERVICES LLC
Form 5500
FILING_RECEIVED
CP GROUP 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
281
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPG PROPERTY SERVICES LLC.
Plan sponsor
Name
CPG PROPERTY SERVICES LLC
EIN
92-1202146
Address
5355 TOWN CENTER ROAD · SUITE 350 · BOCA RATON, FL · 33486
Phone
(561) 447-1808
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS INC | 52-1396995 | — | ADVISOR | $37K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | INSURANCE AGENT/BROK | $10K | — |
Investments
26 direct securities · 1 pooled fund· $15.4M(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
$15.3M
26 holdings
Common Collective Trust
$91K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2035 R6 | — | — | — | $3.6M | 23.1% | |
| FID 500 INDEX | — | — | — | $2.1M | 13.5% | |
| AF TRGT DATE 2040 R6 | — | — | — | $1.5M | 10.0% | |
| AF TRGT DATE 2045 R6 | — | — | — | $1.5M | 10.0% | |
| AF TRGT DATE 2025 R6 | — | — | — | $938K | 6.1% | |
| AF TRGT DATE 2030 R6 | — | — | — | $917K | 5.9% | |
| AF TRGT DATE 2050 R6 | — | — | — | $593K | 3.8% | |
| AF TRGT DATE 2055 R6 | — | — | — | $579K | 3.8% | |
| FID BROKERAGELINK | — | — | — | $493K | 3.2% | |
| JPM MID CAP GRTH R6 | — | — | — | $375K | 2.4% | |
| AF EUROPAC GROWTH R6 | — | — | — | $337K | 2.2% | |
| JPM LG CAP GROWTH R6 | — | — | — | $337K | 2.2% | |
| AF TRGT DATE 2060 R6 | — | — | — | $296K | 1.9% | |
| FID MID CAP IDX | — | — | — | $286K | 1.9% | |
| AF AMER MUTUAL R6 | — | — | — | $273K | 1.8% | |
| AF NEW WORLD R6 | — | — | — | $175K | 1.1% | |
| FID TOTAL BOND K6 | — | — | — | $162K | 1.0% | |
| FID US BOND IDX | — | — | — | $156K | 1.0% | |
| FID SM CAP IDX | — | — | — | $139K | 0.9% | |
| PIMCO INCOME INST | — | — | — | $137K | 0.9% | |
| Participant loans | — | — | — | $109K | 0.7% | |
| AF TRGT DATE 2065 R6 | — | — | — | $106K | 0.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $91K | 0.6% | |
| AF TRGT DATE 2020 R6 | — | — | — | $77K | 0.5% | |
| FKLN SM CAP VALUE R6 | — | — | — | $48K | 0.3% | |
| AM CENT MD CP VAL R6 | — | — | — | $29K | 0.2% | |
| J H TRITON N | — | — | — | $24K | 0.2% |
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