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Original filing (PDF)20251015093944NAL0005686512001
SILVERSKY INC.
Form 5500
FILING_RECEIVED
SILVERSKY INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
133
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVERSKY INC..
Plan sponsor
Name
SILVERSKY INC.
EIN
06-1600222
Address
440 WHEELERS FARMS ROAD · SUITE 202 · MILFORD, CT · 06461
Phone
(919) 213-1165
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
27 direct securities · 1 pooled fund· $18.5M(100% 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.
Uncategorized
$17.6M
27 holdings
Common Collective Trust
$971K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Large Cap Growth I T. Rowe Price 0 | — | — | — | $2.8M | 15.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.7M | 14.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.8M | 10.0% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $1.3M | 7.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 6.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $1.1M | 6.1% | |
| JHancock Bond R6 John Hancock 0 | — | — | — | $1.0M | 5.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $988K | 5.3% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $971K | 5.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $874K | 4.7% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $530K | 2.9% | |
| MFS Value R6 MFS 0 | — | — | — | $502K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $500K | 2.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $496K | 2.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $348K | 1.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $241K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $194K | 1.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $175K | 0.9% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $147K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $147K | 0.8% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $74K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $73K | 0.4% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $70K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $58K | 0.3% | |
| BrandywineGLOBAL Global Opport Bond IS BrandywineGLOBAL 0 | — | — | — | $52K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $47K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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