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Original filing (PDF)20250515162245NAL0019767281001
CERTIFIED STAINLESS SERVICES, INC. DBA WEST-MARK
Form 5500
FILING_RECEIVED
WEST-MARK RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
290
Accounts w/ balance
308
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIFIED STAINLESS SERVICES, INC. DBA WEST-MARK.
Plan sponsor
Name
CERTIFIED STAINLESS SERVICES, INC. DBA WEST-MARK
EIN
94-1683335
Address
2704 RAILROAD AVE · CERES, CA · 953074600
Phone
(209) 537-4747
Industry
Manufacturingsee 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
2025-05-15
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)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
Investments
16 direct securities · 8 pooled funds· $11.0M(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
$10.0M
15 holdings
Guaranteed Income / GIC
$866K
1 holding
Common Collective Trust
$122K
7 holdings
Pooled Separate Account
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Fds 2035 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $2.0M | 17.9% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $1.7M | 15.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $1.4M | 12.3% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $1.0M | 9.5% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $995K | 9.0% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $889K | 8.1% | |
| s * Principal Guaranteed Option Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $866K | 7.9% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $490K | 4.4% | |
| Participant Loans Interest rates at (5.25% ~ 10.50%) $0 | — | — | — | $459K | 4.2% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $393K | 3.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $349K | 3.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $234K | 2.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $141K | 1.3% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $68K | 0.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $22K | 0.2% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| Registered Investment Companies Columbia Strat Income I3 Fund Registered Investment Company ** $691 Am Fds 2010 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $14K | 0.1% | |
| (E) | — | — | — | $14K | 0.1% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $7K | <0.1% | |
| Am Fds 2070 Trgt Dte Rtm R6 Fd Registered Investment Company | — | — | — | $5K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK US DEBT INDEX R FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $976 | <0.1% |
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