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Original filing (PDF)20250730160428NAL0010888146001
GARDAWORLD FEDERAL SERVICES, LLC
Form 5500
FILING_RECEIVED
GARDAWORLD FEDERAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
167
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
30 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
- 66 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 GARDAWORLD FEDERAL SERVICES, LLC.
Plan sponsor
Name
GARDAWORLD FEDERAL SERVICES, LLC
EIN
20-5211532
Address
1700 N. MOORE ST SUITE 1875 · ARLINGTON, VA · 22209
Phone
(703) 848-6865
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINO & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | — | NEW YORK, NY | INVESTMENT ADVISOR | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENCHMARK RETIREMENT PLAN SERVICES | — | FREDERICKSBUG, VA | CONTRACT ADMIN | $11K | — |
Investments
30 direct securities· $9.1M(100% of reported assets)
Uncategorized
$9.0M
29 holdings
Guaranteed Income / GIC
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Brokerage Services LLC FIDELITY 500 INDEX N/A | — | — | — | $1.5M | 16.4% | |
| American Funds AMERICAN FUNDS 2045 TARGET DATE FUND R6 N/A | — | — | — | $1.2M | 12.7% | |
| American Funds AMERICAN FUNDS 2035 TARGET DATE FUND R6 N/A | — | — | — | $616K | 6.7% | |
| Columbia Dividend Income Fund COLUMBIA DIVIDEND INCOME FUND INSTL 3 N/A | — | — | — | $522K | 5.7% | |
| American Funds AMERICAN FUNDS 2025 TARGET DATE FUND R6 N/A | — | — | — | $495K | 5.4% | |
| Fidelity Brokerage Services LLC FIDELITY US BOND INDEX N/A | — | — | — | $487K | 5.3% | |
| American Funds AMERICAN FUNDS 2030 TARGET DATE FUND R6 N/A | — | — | — | $403K | 4.4% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 N/A | — | — | — | $379K | 4.1% | |
| Fidelity Brokerage Services LLC FIDELITY INTERNATIONAL INDEX N/A | — | — | — | $370K | 4.0% | |
| Fidelity Brokerage Services LLC FIDELITY MID CAP INDEX N/A | — | — | — | $357K | 3.9% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 N/A | — | — | — | $329K | 3.6% | |
| Fidelity Brokerage Services LLC FIDELITY BLUE CHIP GROWTH K6 N/A | — | — | — | $324K | 3.5% | |
| Fidelity Brokerage Services LLC FIDELITY SMALL CAP INDEX N/A | — | — | — | $249K | 2.7% | |
| MFS Investment Management MFS INTL DIVERSIFICATION R6 N/A | — | — | — | $245K | 2.7% | |
| Victory Sycamore Small Company Opportunity Fund VICTORY SYCAMORE SMALL COMPANY OPP R6 N/A | — | — | — | $211K | 2.3% | |
| American Funds AMERICAN FUNDS 2060 TARGET DATE RET R6 N/A | — | — | — | $191K | 2.1% | |
| American Funds AMERICAN FUNDS 2050 TARGET DATE FUND R6 N/A | — | — | — | $185K | 2.0% | |
| * Great-West Life & Annuity Insurance Co. Key Guaranteed Portfolio Fund N/A | Guaranteed Income / GIC | — | — | $173K | 1.9% | |
| American Funds AMERICAN FUNDS INFLATION LINKED BD R6 N/A | — | — | — | $165K | 1.8% | |
| Fidelity Brokerage Services LLC FIDELITY TOTAL BOND K6 N/A | — | — | — | $165K | 1.8% | |
| American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R6 N/A | — | — | — | $144K | 1.6% | |
| Fidelity Brokerage Services LLC FIDELITY SMALL CAP GROWTH K6 N/A | — | — | — | $122K | 1.3% | |
| Participant loans Interest rates of 4.25% - 9.50% N/A | — | — | — | $90K | 1.0% | |
| BlackRock HIGH YIELD BOND PORTFOLIO K N/A | — | — | — | $79K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund, Inc. COHEN & STEERS REAL ESTATE SECURITIES Z N/A | — | — | — | $50K | 0.5% | |
| MFS Investment Management MFS MID CAP GROWTH R6 N/A | — | — | — | $38K | 0.4% | |
| American Funds AMERICAN FUNDS 2020 TARGET DATE FUND R6 N/A | — | — | — | $37K | 0.4% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE FUND 6 N/A | — | — | — | $32K | 0.4% | |
| American Funds AMERICAN FUNDS 2015 TARGET DATE FUND R6 N/A | — | — | — | $9K | <0.1% | |
| Registered investment companies (mutual funds) Allspring Global Investments ALLSPRING SPECIAL MID CAP VALUE R6 N/A | — | — | — | $6K | <0.1% |
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