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Original filing (PDF)20251015103234NAL0005966800001

CREDITORS ADJUSTMENT BUREAU IN

Form 5500
FILING_RECEIVED
CREDITORS ADJUSTMENT BUREAU IN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
87
Accounts w/ balance
139
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: INVESCO STABLE VALUE TRUST III (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDITORS ADJUSTMENT BUREAU IN.
Plan sponsor
Name
CREDITORS ADJUSTMENT BUREAU IN
EIN
95-2589224
Address
4340 FULTON AVE FL 3 · SHERMAN OAKS, CA · 914236262
Phone
(818) 990-4800
Industry
Admin Support & Waste Mgmtsee 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
2A · Age/service weighted or new comparability
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
VASQUEZ & COMPANY LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
LPL FINANCIAL04-3046611SAN DIEGO, CAADVISOR$20K—

Investments

1 pooled fund· $10K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
INVESCO STABLE VALUE TRUST III
INVESCO TRUST COMPANY · EIN 46-3793325 / PN 001
Common Collective Trust
——$10K0.3%

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