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Original filing (PDF)20251009113254NAL0011366080001
OUTERSTUFF, LLC
Form 5500
FILING_RECEIVED
OUTERSTUFF, LLC 401(K) PLAN
401(k) retirement plan
Active participants
214
Accounts w/ balance
206
Plan assets (EOY)
$34.1M
Net assets (EOY)
$34.1M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUTERSTUFF, LLC.
Plan sponsor
Name
OUTERSTUFF, LLC
EIN
22-2569503
Address
60 WALNUT AVE., SUITE 100 · CLARK, NJ · 07066
Phone
(732) 382-3100
Industry
Wholesale Tradesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $5K | — |
Investments
39 direct securities · 1 pooled fund· $34.1M(100% 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.
Uncategorized
$33.0M
39 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $6.9M | 20.1% | |
| Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund | — | — | — | $3.9M | 11.3% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $2.1M | 6.3% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $1.9M | 5.6% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $1.8M | 5.1% | |
| Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund | — | — | — | $1.7M | 5.1% | |
| Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund | — | — | — | $1.7M | 5.0% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $1.6M | 4.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.4M | 4.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.1M | 3.4% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $1.1M | 3.2% | |
| Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund | — | — | — | $783K | 2.3% | |
| Harbor Capital Appreciation Fund Mutual Fund | — | — | — | $748K | 2.2% | |
| Fidelity Advisor International Growth Fund - Class Z Mutual Fund 457 * Fidelity Advisor New Insights Fund - Class Z Mutual Fund | — | — | — | $705K | 2.1% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $676K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $664K | 1.9% | |
| American Funds EUPAC R6 Mutual Fund | — | — | — | $539K | 1.6% | |
| Fidelity Freedom Index 2010 Fund Investor Class Mutual Fund | — | — | — | $523K | 1.5% | |
| Fidelity Advisor Total Bond Fund - Class Z Mutual Fund | — | — | — | $440K | 1.3% | |
| Fidelity Advisor Biotechnology Fund - Class Z Mutual Fund | — | — | — | $375K | 1.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $309K | 0.9% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | — | — | — | $270K | 0.8% | |
| Franklin Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $257K | 0.8% | |
| Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund | — | — | — | $213K | 0.6% | |
| PGIM High Yield Fund - Class R6 Mutual Fund | — | — | — | $207K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $190K | 0.6% | |
| Fidelity Advisor Limited Term Bond Fund - Class Z Mutual Fund | — | — | — | $169K | 0.5% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $137K | 0.4% | |
| PIMCO RAE PLUS Small Fund Mutual Fund | — | — | — | $113K | 0.3% | |
| Fidelity Advisor New Markets Income Fund - Class Z Mutual Fund | — | — | — | $88K | 0.3% | |
| AB Global Bond Fund Class Z Mutual Fund | — | — | — | $84K | 0.2% | |
| Fidelity Freedom Index Income Fund Investor Class Mutual Fund | — | — | — | $82K | 0.2% | |
| Invesco Comstock Fund Class R6 Mutual Fund | — | — | — | $67K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $66K | 0.2% | |
| Fidelity Advisor Value Fund - Class Z Mutual Fund | — | — | — | $58K | 0.2% | |
| Principal SmallCap Growth I R6 Mutual Fund | — | — | — | $38K | 0.1% | |
| PIMCO RAE Emerging Markets Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| Fidelity Advisor Government Income Fund - Class Z Mutual Fund | — | — | — | $20K | <0.1% | |
| American Beacon International Equity Fund - Class R5 Mutual Fund | — | — | — | $1K | <0.1% |