Back to filter
Original filing (PDF)20250821165358NAL0002174995001
CPS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
CPS SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
2,638
Accounts w/ balance
2,544
Plan assets (EOY)
$292.4M
Net assets (EOY)
$292.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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 CPS SOLUTIONS, LLC.
Plan sponsor
Name
CPS SOLUTIONS, LLC
EIN
95-3810548
Address
6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343
Phone
(952) 936-1300
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $237K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC. | 31-1440043 | — | ADVISOR | $48K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY, US LLP | 30-1413443 | — | ACCOUNTING | $23K | — |
| FORVIS LLP | 44-0160260 | — | AUDITOR | $17K | — |
Investments
29 direct securities · 2 pooled funds· $375.5M(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
$285.8M
29 holdings
Common Collective Trust
$89.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $84.9M | 29.0% | |
| Fidelity 500 Index Fund | — | — | — | $46.3M | 15.8% | |
| Vanguard Growth Index Fund | — | — | — | $38.2M | 13.1% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $18.2M | 6.2% | |
| American Funds American Mutual Fund | — | — | — | $16.7M | 5.7% | |
| Transamerica RetireOnTrack 2050 Fund | — | — | — | $13.6M | 4.7% | |
| American Funds EuroPacific Growth Fund | — | — | — | $13.3M | 4.5% | |
| Transamerica RetireOnTrack 2045 Fund | — | — | — | $12.3M | 4.2% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $11.1M | 3.8% | |
| PIMCO Total Return Fund | — | — | — | $10.9M | 3.7% | |
| Transamerica RetireOnTrack 2040 Fund | — | — | — | $10.8M | 3.7% | |
| Transamerica RetireOnTrack 2055 Fund | — | — | — | $10.4M | 3.6% | |
| Vanguard Wellington Fund | — | — | — | $9.9M | 3.4% | |
| Transamerica RetireOnTrack 2030 Fund | — | — | — | $9.6M | 3.3% | |
| Transamerica RetireOnTrack 2035 Fund | — | — | — | $8.6M | 3.0% | |
| Vanguard Treasury Money Market Fund | — | — | — | $7.4M | 2.5% | |
| Transamerica RetireOnTrack 2025 Fund | — | — | — | $6.9M | 2.3% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $6.6M | 2.2% | |
| Transamerica RetireOnTrack 2020 Fund | — | — | — | $5.6M | 1.9% | |
| Transamerica RetireOnTrack 2060 Fund | — | — | — | $5.1M | 1.7% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.7% | |
| Vanguard High-Yield Corporate Fund | — | — | — | $4.4M | 1.5% | |
| Self-Directed Brokerage Accounts *** | — | — | — | $3.9M | 1.3% | |
| PIMCO Real Return Fund | — | — | — | $3.4M | 1.2% | |
| Vanguard GNMA Fund | — | — | — | $2.9M | 1.0% | |
| Vanguard Real Estate Index Fund | — | — | — | $2.7M | 0.9% | |
| American Funds New World Fund | — | — | — | $2.6M | 0.9% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $2.5M | 0.8% | |
| Transamerica RetireOnTrack 2015 Fund | — | — | — | $1.0M | 0.4% | |
| Transamerica RetireOnTrack 2010 Fund | — | — | — | $738K | 0.3% | |
| Transamerica RetireOnTrack 2065 Fund | — | — | — | $95K | <0.1% |