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Original filing (PDF)20251015122956NAL0002410131001
CICON ENGINEERING INC
Form 5500
FILING_RECEIVED
CICON ENGINEERING INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
259
Accounts w/ balance
296
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
21 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)
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CICON ENGINEERING INC.
Plan sponsor
Name
CICON ENGINEERING INC
EIN
95-4337304
Address
6633 ODESSA AVE. · VAN NUYS, CA · 91406
Phone
(818) 909-6060
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN INTERNATIONAL SECURITIES, I | 84-1314321 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
Investments
9 direct securities · 21 pooled funds· $14.9M(95% 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.
Common Collective Trust
$12.5M
21 holdings
Registered Investment Companies
$2.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $3.7M | 23.7% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $3.2M | 20.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $858K | 5.5% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $733K | 4.7% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $555K | 3.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $554K | 3.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $502K | 3.2% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $402K | 2.6% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $356K | 2.3% | |
| STATE ST TARG RET 2060 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 453 | Common Collective Trust | — | — | $252K | 1.6% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $244K | 1.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $234K | 1.5% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $233K | 1.5% | |
| FIDELITY ADV STRAT INC A | Registered Investment Companies | — | — | $233K | 1.5% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $201K | 1.3% | |
| THORNBURG LTD TERM INCOME - R4 | Registered Investment Companies | — | — | $193K | 1.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $165K | 1.1% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $155K | 1.0% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $141K | 0.9% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $141K | 0.9% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $138K | 0.9% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $129K | 0.8% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $126K | 0.8% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $104K | 0.7% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $96K | 0.6% | |
| FIDELITY ADVISOR INV GR BOND M | Registered Investment Companies | — | — | $94K | 0.6% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $65K | 0.4% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $52K | 0.3% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $32K | 0.2% |
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