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Original filing (PDF)20250717134852NAL0000641490001
STRATEGIC RISK SOLUTIONS, INC
Form 5500
FILING_RECEIVED
STRATEGIC RISK SOLUTIONS INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
118
Accounts w/ balance
148
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
25 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC RISK SOLUTIONS, INC.
Plan sponsor
Name
STRATEGIC RISK SOLUTIONS, INC
EIN
04-3199991
Address
2352 MAIN STREET · SUITE 301 · CONCORD, MA · 01742
Phone
(781) 487-9800
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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDANCE POINT RETIREMENT SERVICES | 45-4118952 | — | ADVISOR | $7K | — |
Investments
25 direct securities· $25.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® Contrafund® K6 Fund Mutual Fund 129,644 shares | — | — | — | $4.0M | 15.7% | |
| Fidelity® 500 Index Fund Mutual Fund 15,244 shares | — | — | — | $3.1M | 12.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund 97,302 shares | — | — | — | $2.3M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund 46,470 shares | — | — | — | $2.0M | 7.8% | |
| – Class X Vanguard Small-Cap Index Fund s | — | — | — | $1.9M | 7.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund 75,927 shares | — | — | — | $1.4M | 5.5% | |
| Vanguard Total International Stock Index Mutual Fund 41,817 shares | — | — | — | $1.3M | 5.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund 4,031 shares | — | — | — | $1.3M | 5.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund 42,675 shares | — | — | — | $1.3M | 4.9% | |
| Admiral Shares Vanguard Windsor™ II Fund Admiral Shares Mutual Fund 13,439 shares | — | — | — | $1.1M | 4.1% | |
| Institutional Class * Fidelity® U.S. Bond Index Fund Mutual Fund 98,489 shares | — | — | — | $1.0M | 3.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund 13,659 shares ** $ | — | — | — | $760K | 3.0% | |
| Fidelity® Government Money Market K6 Fund Money Market Mutual Fund | — | — | — | $756K | 2.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund 21,983 shares | — | — | — | $582K | 2.3% | |
| Dodge & Cox International Stock Fund Mutual Fund 11,041 shares | — | — | — | $551K | 2.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund 13,788 shares | — | — | — | $522K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund 10,162 shares | — | — | — | $506K | 2.0% | |
| Fund Admiral Shares Vanguard Target Retirement 2060 Fund Mutual Fund 9,833 shares | — | — | — | $504K | 2.0% | |
| Dodge & Cox Income Fund – Class X Mutual Fund 30,330 shares | — | — | — | $376K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund 4,766 shares | — | — | — | $160K | 0.6% | |
| DFA Real Estate Securities Portfolio – Mutual Fund 2,298 shares | — | — | — | $92K | 0.4% | |
| Fund Admiral Shares Vanguard Target Retirement Income Fund Mutual Fund 5,175 shares | — | — | — | $68K | 0.3% | |
| Participant Loans Participant loans with maturities | — | — | — | $37K | 0.1% | |
| Fidelity BrokerageLink® Self directed | — | — | — | $25K | <0.1% | |
| Vanguard Inflation-Protected Securities Mutual Fund 223 shares | — | — | — | $5K | <0.1% |
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