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Original filing (PDF)20250917100140NAL0000171651001
ARTICULATE GLOBAL, LLC
Form 5500
FILING_RECEIVED
ARTICULATE GLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
413
Accounts w/ balance
481
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.7M
How this plan invests
This plan
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 "Assets at Fair Value as of December 31, 2024 Total Fair Level 1 Level 2 Level 3 Value Mutual funds 42,592,643 $ 0 $ 0 $" is 100% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTICULATE GLOBAL, LLC.
Plan sponsor
Name
ARTICULATE GLOBAL, LLC
EIN
01-0742391
Address
717 DANIELS LANE · SUITE 419 · SAGAPONACK, NY · 11962
Phone
(802) 522-6318
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $947 | — |
Investments
1 direct security· $42.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Assets at Fair Value as of December 31, 2024 Total Fair Level 1 Level 2 Level 3 Value Mutual funds 42,592,643 $ 0 $ 0 $ | — | — | — | $42.6M | 97.6% |
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