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Original filing (PDF)20251013205752NAL0004164482001
ANSWERLAB, LLC
Form 5500
FILING_RECEIVED
ANSWERLAB 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
170
Accounts w/ balance
286
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Common-Collective Trusts T. Rowe Price Retirement 2050 TR C N/R" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANSWERLAB, LLC.
Plan sponsor
Name
ANSWERLAB, LLC
EIN
02-0740712
Address
700 LARSKPUR LANDING CIRCLE SUITE · LARKSPUR, CA · 94939
Phone
(415) 814-9629
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
2025-10-13
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
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $4K | — |
Investments
16 direct securities · 17 pooled funds· $18.3M(96% 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
$16.2M
17 holdings
Uncategorized
$1.8M
15 holdings
Mutual Funds
$371K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2050 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.8M | 24.8% | |
| T ROWE PRICE RETIREMENT 2040 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.3M | 17.1% | |
| T ROWE PRICE RETIREMENT 2055 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.1M | 11.1% | |
| T ROWE PRICE RETIREMENT 2060 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.1% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.6% | |
| T. Rowe Price Retirement 2045 TR C N/R | — | — | — | $1.2M | 6.1% | |
| T ROWE PRICE RETIREMENT 2035 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $725K | 3.8% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $536K | 2.8% | |
| Fidelity Mid Cap Index Fund N/R | Mutual Funds | — | — | $371K | 1.9% | |
| AB US LARGE CAP GROWTH CIT W SE CL GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $284K | 1.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $247K | 1.3% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $241K | 1.3% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $181K | 0.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $159K | 0.8% | |
| Victory Core Plus Intermediate Bond R6 N/R | — | — | — | $142K | 0.7% | |
| T ROWE PRICE RETIREMENT 2025 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $139K | 0.7% | |
| T. Rowe Price Retirement 2030 TR C N/R | — | — | — | $135K | 0.7% | |
| AM1 Core Fixed Income Class 1 N/R | — | — | — | $72K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $51K | 0.3% | |
| Fully Benefit-Responsive Investment Contract * Empower EI Fixed Account - Series Class I N/R | — | — | — | $51K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| Massachusetts Financial Services Company International Growth R6 N/R | — | — | — | $46K | 0.2% | |
| Dimensional Fund Advisors LP Real Estate Securities I N/R | — | — | — | $44K | 0.2% | |
| Allspring Global Investments Special Small Cap Value R6 N/R | — | — | — | $44K | 0.2% | |
| T. Rowe Price Retirement 2015 TR C N/R | — | — | — | $24K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $23K | 0.1% | |
| AM1 Income Class 1 N/R | — | — | — | $19K | <0.1% | |
| Invesco Discovery Mid Cap Growth R6 N/R | — | — | — | $17K | <0.1% | |
| Alliance Bernstein Small Cap Growth Z N/R | — | — | — | $10K | <0.1% | |
| American Funds New World R6 N/R | — | — | — | $2K | <0.1% | |
| T. Rowe Price Spectrum Income N/R | — | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |