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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 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
T. Rowe Price Large Cap Growth I T. Rowe Price 0$2.8M15.2%
Vanguard 500 Index Adm Vanguard 0$2.7M14.8%
Vanguard Target Retirement 2030 Fund Vanguard 0$1.8M10.0%
JPMorgan U.S. Equity R6 JP Morgan 0$1.3M7.0%
Vanguard Target Retirement 2035 Fund Vanguard 0$1.2M6.3%
American Funds New Perspective R6 American Funds 0$1.1M6.1%
JHancock Bond R6 John Hancock 0$1.0M5.6%
Vanguard Target Retirement 2040 Fund Vanguard 0$988K5.3%
PUTNAM STABLE VALUE 25BPS
PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202
Common Collective Trust
$971K5.2%
Vanguard Target Retirement 2055 Fund Vanguard 0$874K4.7%
Vanguard Explorer Adm Vanguard 0$530K2.9%
MFS Value R6 MFS 0$502K2.7%
Vanguard Target Retirement 2050 Fund Vanguard 0$500K2.7%
Vanguard Total Intl Stock Index Adm Vanguard 0$496K2.7%
Vanguard Target Retirement 2045 Fund Vanguard 0$348K1.9%
Macquarie Mid Cap Growth R6 Macquarie 0$241K1.3%
Vanguard Target Retirement 2020 Fund Vanguard 0$194K1.0%
Vanguard Small-Cap Value Index Adm Vanguard 0$175K0.9%
American Funds EuroPacific Gr R6 American Funds 0$147K0.8%
Various Rates and Maturities Participant's Loan Account 0$147K0.8%
MFS Mid Cap Value R6 MFS 0$74K0.4%
Vanguard Target Retirement 2060 Fund Vanguard 0$73K0.4%
DFA U.S. Small Cap Portfolio I DFA 0$70K0.4%
Vanguard Target Retirement Income Fund Vanguard 0$58K0.3%
BrandywineGLOBAL Global Opport Bond IS BrandywineGLOBAL 0$52K0.3%
Vanguard Real Estate Index Adm Vanguard 0$47K0.3%
Vanguard Target Retirement 2065 Fund Vanguard 0$10K<0.1%
Vanguard Target Retirement 2025 Fund Vanguard 0$5K<0.1%

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