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Original filing (PDF)20251010103649NAL0018247266001
FISHAWACK COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
FISHAWACK GROUP 401(K) PLAN
401(k) retirement plan
Active participants
752
Accounts w/ balance
1,162
Plan assets (EOY)
$96.7M
Net assets (EOY)
$96.7M
How this plan invests
This plan
37 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 FISHAWACK COMMUNICATIONS, INC..
Plan sponsor
Name
FISHAWACK COMMUNICATIONS, INC.
EIN
03-0452360
Address
1201 NEW YORK AVENUE NW · WASHINGTON, DC · 20005
Phone
(214) 998-0924
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
2025-10-10
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAUM SMITH AND CLEMENS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $102K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $47K | — |
Investments
37 direct securities· $96.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2045 Trust Collective Trust Funds | — | — | — | $10.7M | 11.1% | |
| T. Rowe Price Retirement I 2050 Trust Collective Trust Funds | — | — | — | $9.8M | 10.1% | |
| T. Rowe Price Retirement I 2055 Trust Collective Trust Funds | — | — | — | $9.2M | 9.5% | |
| T. Rowe Price Retirement I 2040 Trust Collective Trust Funds | — | — | — | $9.2M | 9.5% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $8.2M | 8.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $6.8M | 7.1% | |
| T. Rowe Price Retirement I 2035 Trust Collective Trust Funds | — | — | — | $6.2M | 6.4% | |
| T. Rowe Price Retirement I 2060 Trust Collective Trust Funds | — | — | — | $5.0M | 5.2% | |
| T. Rowe Price Retirement I 2025 Trust Collective Trust Funds | — | — | — | $3.9M | 4.0% | |
| T. Rowe Price Retirement I 2030 Trust Collective Trust Funds | — | — | — | $3.6M | 3.7% | |
| Vanguard LifeStrategy Moderate Growth Mutual Fund | — | — | — | $3.3M | 3.4% | |
| Vanguard LifeStrategy Growth Investor Mutual Fund | — | — | — | $3.0M | 3.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $2.6M | 2.7% | |
| Invesco Comstock R6 Mutual Fund | — | — | — | $2.5M | 2.6% | |
| Vanguard Treasury Money Market Investor Mutual Fund | — | — | — | $1.4M | 1.4% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $1.3M | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.2M | 1.3% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $1.1M | 1.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $966K | 1.0% | |
| DFA Emerging Markets I Mutual Fund | — | — | — | $872K | 0.9% | |
| T. Rowe Price Retirement I 2065 Trust Collective Trust Funds | — | — | — | $866K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $809K | 0.8% | |
| T. Rowe Price Retirement I 2020 Trust Collective Trust Funds | — | — | — | $634K | 0.7% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $581K | 0.6% | |
| Participant Loans 4.25% - 10.50% | — | — | — | $525K | 0.5% | |
| Pioneer Strategic Income K Mutual Fund | — | — | — | $433K | 0.4% | |
| T. Rowe Price Retirement I 2005 Trust Collective Trust Funds | — | — | — | $401K | 0.4% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $371K | 0.4% | |
| DFA Global Equity I Mutual Fund | — | — | — | $295K | 0.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $237K | 0.2% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $224K | 0.2% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund | — | — | — | $140K | 0.1% | |
| Vanguard LifeStrategy Conservative Growth Investor Mutual Fund | — | — | — | $100K | 0.1% | |
| Vanguard LifeStrategy Income Investor Mutual Fund | — | — | — | $34K | <0.1% | |
| Eaton Vance Income Fund of Boston R6 Mutual Fund | — | — | — | $33K | <0.1% | |
| Vanguard Long-Term Government Bond Index Adm Mutual Fund | — | — | — | $27K | <0.1% | |
| T. Rowe Price Retirement I 2010 Trust Collective Trust Funds 72 * T. Rowe Price Retirement I 2015 Trust Collective Trust Funds | — | — | — | $3K | <0.1% |
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