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Original filing (PDF)20250930050351NAL0012830688001
COMTRIX SOLUTIONS INC
Form 5500
FILING_RECEIVED
COMTRIX SOLUTIONS INC
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
191
Accounts w/ balance
176
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2060 PREMIER" is 48% of plan.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMTRIX SOLUTIONS INC.
Plan sponsor
Name
COMTRIX SOLUTIONS INC
EIN
20-3712109
Address
23099 RED SUNSET PLACE · ALDIE, VA · 20105
Phone
(703) 798-7506
Industry
Admin Support & Waste Mgmtsee 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
2025-09-30
Pension benefit codes
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
VANCE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
21 direct securities · 1 pooled fund· $1.1M(98% 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.
Registered Investment Companies
$1.1M
21 holdings
Common Collective Trust
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $522K | 47.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $167K | 15.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $72K | 6.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $71K | 6.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $69K | 6.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $41K | 3.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $22K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $17K | 1.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $15K | 1.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $12K | 1.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $11K | 1.0% | |
| FID FREEDOM INDEX 2035 PREMIER 320 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $11K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $10K | 0.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $10K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $9K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $9K | 0.8% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $3K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 64 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $3K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $3K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $2K | 0.2% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $2K | 0.1% |
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