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Original filing (PDF)20250827154921NAL0009733121001
SKYWORD, INC.
Form 5500
FILING_RECEIVED
SKYWORD, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
161
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
27 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
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYWORD, INC..
Plan sponsor
Name
SKYWORD, INC.
EIN
20-1689728
Address
PO BOX 52206 · BOSTON, MA · 02205
Phone
(617) 720-4000
Industry
Information / Tech / Mediasee 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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
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 | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $18K | — |
Investments
16 direct securities · 18 pooled funds· $6.8M(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.
Common Collective Trust
$6.4M
18 holdings
Uncategorized
$389K
15 holdings
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.5M | 21.5% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $1.4M | 20.4% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $999K | 14.7% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $995K | 14.7% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $481K | 7.1% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $478K | 7.0% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $351K | 5.2% | |
| Fidelity 500 Index Fund | — | — | — | $294K | 4.3% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $144K | 2.1% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $64K | 0.9% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $28K | 0.4% | |
| Participant loans Interest rates from 4.25% to 9.00% -0- | — | — | — | $24K | 0.4% | |
| Great Gray Trust Company, LLC Mid Cap Value Fund II R1 ** 660 Great Gray Trust Company, LLC Putnam Large Cap Value Trust I | — | — | — | $13K | 0.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $13K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $12K | 0.2% | |
| American Funds American Funds Inflation Linked Bond Fund R6 ** 982 American Funds American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $9K | 0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $9K | 0.1% | |
| Vanguard Explorer Adm | — | — | — | $8K | 0.1% | |
| All Spring Allspring Small Company Value Fund Class R6 | — | — | — | $8K | 0.1% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $6K | <0.1% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $5K | <0.1% | |
| All Spring Allspring Core Bond Fund R6 | — | — | — | $4K | <0.1% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Eq | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $3K | <0.1% | |
| BlackRock Strategic Global Bond Fund K | — | — | — | $2K | <0.1% | |
| Great Gray Trust Company, LLC PIMCO Income Instl | — | — | — | $1K | <0.1% | |
| Fidelity Real Estate Index | — | — | — | $1K | <0.1% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $660 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $0 | <0.1% |
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