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Original filing (PDF)20251010122900NAL0004600691001
HI-REZ STUDIOS, INC.
Form 5500
FILING_RECEIVED
HI-REZ STUDIOS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
358
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HI-REZ STUDIOS, INC..
Plan sponsor
Name
HI-REZ STUDIOS, INC.
EIN
20-2477913
Address
3750 BROOKSIDE PARKWAY · SUITE 125 · ALPHARETTA, GA · 30022
Phone
(770) 857-3750
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
2025-10-10
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER 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 | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT TRASHER LLP | 58-1673613 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
23 direct securities· $27.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR 224,049 # | — | — | — | $5.8M | 21.5% | |
| FID FDM IDX 2055 IPR 178,255 # | — | — | — | $3.8M | 14.1% | |
| VANG 500 INDEX ADM 6,359 # | — | — | — | $3.5M | 12.8% | |
| FID FDM IDX 2040 IPR 115,972 # | — | — | — | $2.9M | 10.6% | |
| FID FDM IDX 2060 IPR 142,328 # | — | — | — | $2.6M | 9.5% | |
| TRP BLUE CHIP GRTH I 10,741 # | — | — | — | $2.0M | 7.4% | |
| FID FDM IDX 2035 IPR 81,308 # | — | — | — | $1.9M | 7.0% | |
| FID FDM IDX 2045 IPR 61,004 # | — | — | — | $1.6M | 5.8% | |
| VANG EXT MKT IDX ADM 3,696 # | — | — | — | $533K | 2.0% | |
| FID GOVT MMKT 508,845 # | — | — | — | $509K | 1.9% | |
| FID FDM IDX 2030 IPR 20,900 # | — | — | — | $422K | 1.6% | |
| WM BLAIR SMDCP GR R6 14,099 # | — | — | — | $397K | 1.5% | |
| VANG TOT INTL STK AD 9,162 # | — | — | — | $290K | 1.1% | |
| VANG TOT BD MKT ADM 17,178 # | — | — | — | $163K | 0.6% | |
| FID FDM IDX 2025 IPR 7,824 # | — | — | — | $145K | 0.5% | |
| MFS VALUE R6 2,623 # | — | — | — | $127K | 0.5% | |
| AB DISC VALUE I 5,253 # | — | — | — | $107K | 0.4% | |
| HTFD INTL OPPS R6 5,011 # | — | — | — | $96K | 0.4% | |
| FID FDM IDX 2065 IPR 5,969 # | — | — | — | $87K | 0.3% | |
| FID FDM IDX 2010 IPR 3,629 # | — | — | — | $47K | 0.2% | |
| FID FDM IDX 2020 IPR 2,230 # | — | — | — | $35K | 0.1% | |
| PIONEER STRAT INC K 1,887 # | — | — | — | $18K | <0.1% | |
| FID FDM IDX INC IPR 677 # | — | — | — | $8K | <0.1% |
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