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Original filing (PDF)20231005235848NAL0015035827001

CLASSY, INC.

Form 5500
FILING_RECEIVED
CLASSY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLASSY, INC..
Plan sponsor
Name
CLASSY, INC.
EIN
20-4850697
Address
350 10TH STREET · SUITE 1300 · SAN DIEGO, CA · 92101
Phone
(619) 961-1892
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-12
Filed
2023-10-06
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$16K—
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
MORGAN STANLEY SMITH BARNEY LLC20-8764829—INVESTMENT ADVISOR$18K—
NEWFRONT RETIREMENT SERVICECS, INC80-0833114—INVESTMENT ADVISOR$6K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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