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Original filing (PDF)20251014141344NAL0001482643001
FUEL CYCLE INC.
Form 5500
FILING_RECEIVED
FUEL CYCLE 401(K) PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
144
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUEL CYCLE INC..
Plan sponsor
Name
FUEL CYCLE INC.
EIN
20-3368552
Address
11859 WILSHIRE BLVD SUITE 400 · LOS ANGELES, CA · 90025
Phone
(323) 556-5400
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $984 | — |
Investments
32 direct securities· $9.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Registered Investment Company | — | — | — | $1.7M | 18.0% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $1.0M | 10.6% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Registered Investment Company | — | — | — | $988K | 10.4% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $640K | 6.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Registered Investment Company | — | — | — | $634K | 6.7% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $552K | 5.8% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Registered Investment Company | — | — | — | $485K | 5.1% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Registered Investment Company | — | — | — | $446K | 4.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 Registered Investment Company | — | — | — | $348K | 3.7% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Registered Investment Company | — | — | — | $347K | 3.6% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Registered Investment Company | — | — | — | $290K | 3.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class Registered Investment Company | — | — | — | $236K | 2.5% | |
| PIMCO RAE US Small Fund Institutional Class Registered Investment Company | — | — | — | $223K | 2.3% | |
| MFS International Equity Fund Class R6 Registered Investment Company | — | — | — | $217K | 2.3% | |
| Buffalo Small Cap Growth Fund Registered Investment Company | — | — | — | $209K | 2.2% | |
| Principal MidCap Value Fund I Institutional Class Registered Investment Company | — | — | — | $165K | 1.7% | |
| American Funds The Bond Fund of America® Class R-6 Registered Investment Company | — | — | — | $130K | 1.4% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Registered Investment Company | — | — | — | $121K | 1.3% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Registered Investment Company | — | — | — | $113K | 1.2% | |
| Federated Hermes Government Obligations Fund Registered Investment Company | — | — | — | $91K | 1.0% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $89K | 0.9% | |
| maturing through November 2032 0 | — | — | — | $84K | 0.9% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Registered Investment Company | — | — | — | $66K | 0.7% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | — | $60K | 0.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $53K | 0.6% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $36K | 0.4% | |
| Putnam Large Cap Value Fund Class R6 Registered Investment Company | — | — | — | $34K | 0.4% | |
| Cohen & Steers Institutional Realty Shares Registered Investment Company | — | — | — | $28K | 0.3% | |
| American Funds New World Fund® Class R-6 Registered Investment Company | — | — | — | $18K | 0.2% | |
| Fidelity International Bond Index Fund Registered Investment Company | — | — | — | $9K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 Registered Investment Company | — | — | — | $9K | <0.1% | |
| PGIM High Yield Fund- Class R6 Registered Investment Company | — | — | — | $3K | <0.1% |
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