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Original filing (PDF)20251014092837NAL0003531488001
FIREMON, LLC.
Form 5500
FILING_RECEIVED
FIREMON, LLC 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
268
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIREMON, LLC..
Plan sponsor
Name
FIREMON, LLC.
EIN
20-0351769
Address
8801 RENNER RD · SUITE 200 · LENEXA, KS · 66219
Phone
(913) 948-9570
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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
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 | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $55K | — |
Investments
26 direct securities · 5 pooled funds· $26.6M(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
$23.7M
26 holdings
Common Collective Trust
$3.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $4.7M | 17.9% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $2.7M | 10.1% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $2.6M | 10.0% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $2.1M | 7.9% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.5% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $1.6M | 5.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $1.4M | 5.3% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $1.0M | 3.9% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $968K | 3.7% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $894K | 3.4% | |
| Fidelity Small Cap Growth Fund K6 Mutual Fund | — | — | — | $823K | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $703K | 2.7% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $626K | 2.4% | |
| Victory Sycamore Established Value Fund Class Mutual Fund | — | — | — | $596K | 2.3% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $482K | 1.8% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | — | — | — | $432K | 1.6% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $388K | 1.5% | |
| Blackrock Russell 200 Index Common Collective Trust | — | — | — | $382K | 1.4% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $382K | 1.4% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund 485 * Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $347K | 1.3% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $338K | 1.3% | |
| EAGLE MID CAP GR 2 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $335K | 1.3% | |
| Undiscovered Managers Behavioral Value R6 Mutual Fund | — | — | — | $317K | 1.2% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund | — | — | — | $280K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $147K | 0.6% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $94K | 0.4% | |
| Lord Abbett Short Duration Income Fund Class Mutual Fund | — | — | — | $77K | 0.3% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | — | — | — | $72K | 0.3% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $59K | 0.2% | |
| Janus Balanced Fund Class T Mutual Fund | — | — | — | $55K | 0.2% | |
| BNYM Global Fixed Income Fund I Mutual Fund | — | — | — | $10K | <0.1% |