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Original filing (PDF)20250609183323NAL0024706048001
RISKSPAN, INC.
Form 5500
FILING_RECEIVED
RISKSPAN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
126
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
42 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISKSPAN, INC..
Plan sponsor
Name
RISKSPAN, INC.
EIN
06-1570692
Address
1300 17TH STREET NORTH · SUITE 1250 · ARLINGTON, VA · 22209
Phone
(843) 466-8015
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
2025-06-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
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 | $250 | — |
Investments
42 direct securities· $16.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid Blue Chip Gr Mutual Fund | — | — | — | $3.4M | 20.6% | |
| Fid Otc Portfolio Mutual Fund | — | — | — | $1.4M | 8.6% | |
| Fid Freedom 2035 K Mutual Fund | — | — | — | $1.2M | 6.9% | |
| Fid Govt Mmkt Mutual Fund | — | — | — | $1.1M | 6.6% | |
| Fid Total Mkt Idx Mutual Fund | — | — | — | $1.0M | 6.0% | |
| Fid Freedom 2045 K Mutual Fund | — | — | — | $967K | 5.8% | |
| Fid Freedom 2060 K Mutual Fund | — | — | — | $546K | 3.3% | |
| Fid Extd Mkt Idx Mutual Fund | — | — | — | $510K | 3.1% | |
| Fid Freedom 2040 K Mutual Fund | — | — | — | $475K | 2.8% | |
| Fid Dividend Gr Mutual Fund | — | — | — | $448K | 2.7% | |
| Fid Intl Cap Apprec Mutual Fund | — | — | — | $406K | 2.4% | |
| Fid Large Cap Stock Mutual Fund | — | — | — | $403K | 2.4% | |
| Fid Intermed Bond Mutual Fund | — | — | — | $388K | 2.3% | |
| Fid Value Mutual Fund | — | — | — | $370K | 2.2% | |
| Fid Puritan Mutual Fund | — | — | — | $353K | 2.1% | |
| Fid Capital Apprec Mutual Fund | — | — | — | $350K | 2.1% | |
| Fid Invst Gr Bd Mutual Fund | — | — | — | $333K | 2.0% | |
| Fid Overseas Mutual Fund | — | — | — | $323K | 1.9% | |
| Fid Total Bond Mutual Fund | — | — | — | $287K | 1.7% | |
| Fid Short Term Bond Mutual Fund | — | — | — | $260K | 1.6% | |
| Fid Freedom 2055 K Mutual Fund | — | — | — | $248K | 1.5% | |
| Fid Freedom 2030 K Mutual Fund | — | — | — | $232K | 1.4% | |
| Fid Fidelity Fund Mutual Fund | — | — | — | $224K | 1.3% | |
| Fid Real Estate Invs Mutual Fund | — | — | — | $211K | 1.3% | |
| Fid Growth Strat Mutual Fund | — | — | — | $166K | 1.0% | |
| Fid Freedom 2050 K Mutual Fund | — | — | — | $164K | 1.0% | |
| Fid Focused Stock Mutual Fund | — | — | — | $120K | 0.7% | |
| Fid Stk Sel Sm Cap Mutual Fund | — | — | — | $92K | 0.6% | |
| Fid Freedom 2065 K Mutual Fund | — | — | — | $84K | 0.5% | |
| Fid Eq Div Income Mutual Fund | — | — | — | $82K | 0.5% | |
| Notes receivable from participants Bearing interest at 6.25%-10.00% - | — | — | — | $81K | 0.5% | |
| Fid Small Cap Value Mutual Fund | — | — | — | $78K | 0.5% | |
| Fid Value Strat Mutual Fund | — | — | — | $76K | 0.5% | |
| Fid Stksel Lgcap Val Mutual Fund | — | — | — | $66K | 0.4% | |
| Fid Intl Index Mutual Fund | — | — | — | $57K | 0.3% | |
| Fid Equity Inc Mutual Fund | — | — | — | $54K | 0.3% | |
| Fid Freedom Inc K Mutual Fund | — | — | — | $37K | 0.2% | |
| Fid Freedom 2025 K Mutual Fund | — | — | — | $20K | 0.1% | |
| Fkln Sm Cap Grth A Mutual Fund | — | — | — | $10K | <0.1% | |
| Fid Value Discov Mutual Fund | — | — | — | $10K | <0.1% | |
| Trp Real Estate Adv Mutual Fund | — | — | — | $3K | <0.1% | |
| Fid Sm Cap Discovery Mutual Fund | — | — | — | $3K | <0.1% |