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Original filing (PDF)20250731140945NAL0006168881001
CERTIFIED FOLDER DISPLAY SERVICE
Form 5500
FILING_RECEIVED
CERTIFIED FOLDER DISPLAY SERVICE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
126
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIFIED FOLDER DISPLAY SERVICE.
Plan sponsor
Name
CERTIFIED FOLDER DISPLAY SERVICE
EIN
95-3523645
Address
1120 JOSHUA WAY · VISTA, CA · 92081
Phone
(760) 727-5100
Industry
Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS LLC | 83-2499358 | — | ADVISOR | $15K | — |
Investments
15 direct securities· $5.2M(100% of reported assets)
Uncategorized
$5.1M
13 holdings
Mutual Funds
$157K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $1.2M | 22.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $887K | 17.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $865K | 16.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $754K | 14.4% | |
| Money market fund * Fidelity Government Money Market Fund | — | — | — | $487K | 9.3% | |
| Vanguard Small Cap BD Index Fund 231 Vanguard Target Retirement 2020 Fund | — | — | — | $269K | 5.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $178K | 3.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $155K | 3.0% | |
| s (continued) Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $153K | 2.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $152K | 2.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $109K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $28K | 0.5% | |
| Dreyfus Dreyfus/Standish Global Fixed-Income Fund 582 PIMCO RAE Emerging Markets Fund 541 Vanguard Mid Cap Index Admiral Shares Fund | — | — | — | $10K | 0.2% | |
| BlackRock iShares MSCI EAFE International Index Fund | — | — | — | $5K | <0.1% | |
| BlackRock Advantage Small Cap Core Fund | Mutual Funds | — | — | $5K | <0.1% |
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