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Original filing (PDF)20260316050254NAL0000914033001
GARUD TECHNOLOGY SERVICES INC
Form 5500
FILING_RECEIVED
GARUD TECHNOLOGY SERVICES, INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
103
Accounts w/ balance
143
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
38 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARUD TECHNOLOGY SERVICES INC.
Plan sponsor
Name
GARUD TECHNOLOGY SERVICES INC
EIN
20-0886002
Address
8815 CENTRE PARK DRIVE · SUITE 320 · COLUMBIA, MD · 21045
Phone
(443) 799-4044
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRONTIDE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | 39-1897480 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
37 direct securities· $5.3M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 17.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $642K | 11.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $457K | 7.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $435K | 7.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $432K | 7.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $269K | 4.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $254K | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $249K | 4.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $224K | 3.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $175K | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $134K | 2.3% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $127K | 2.2% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $126K | 2.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $90K | 1.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $84K | 1.5% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $81K | 1.4% | |
| AMERICAN FUNDS GLOBAL GR R6 | Registered Investment Companies | — | — | $45K | 0.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $45K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $41K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $40K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $39K | 0.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $39K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $37K | 0.6% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $34K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $32K | 0.6% | |
| GS INT'L SM CAP INSIGHTS - R6 | Registered Investment Companies | — | — | $28K | 0.5% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $28K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $23K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $20K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $14K | 0.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $12K | 0.2% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $6K | 0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIMCO STOCKSPLUS FUND -INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1K | <0.1% |
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