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Original filing (PDF)20251006121837NAL0006047296001
FI-TEK, LLC
Form 5500
FILING_RECEIVED
FI-TEK GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
198
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FI-TEK, LLC.
Plan sponsor
Name
FI-TEK, LLC
EIN
22-3744467
Address
333 THORNALL STREET · 2ND FLOOR · EDISON, NJ · 08837
Phone
(732) 767-5449
Industry
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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
| MESIROW | 36-3429599 | — | NONE | $5K | — |
Investments
41 direct securities· $28.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.0M | 14.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.5M | 9.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.5M | 8.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.0M | 7.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.7M | 6.2% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $1.7M | 6.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.3M | 4.7% | |
| Alger Spectra I Alger 0 | — | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 4.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 4.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $943K | 3.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $910K | 3.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $865K | 3.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $723K | 2.6% | |
| Columbia Contrarian Core R Columbia 0 | — | — | — | $630K | 2.2% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $561K | 2.0% | |
| Vanguard Value Index ETF Vanguard 0 | — | — | — | $453K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $361K | 1.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $345K | 1.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $336K | 1.2% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $323K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $292K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $268K | 1.0% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $249K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $205K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $182K | 0.6% | |
| American Funds Capital Inc Bldr R6 American Funds 0 | — | — | — | $164K | 0.6% | |
| Victory Sycamore Small Comp Opport I Victory 0 | — | — | — | $140K | 0.5% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $133K | 0.5% | |
| NYLI CBRE Real Estate I NYLI CBRE 0 | — | — | — | $106K | 0.4% | |
| American Funds Intl Gr & Inc R6 American Funds 0 | — | — | — | $98K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $91K | 0.3% | |
| Macquarie Emerging Markets Instl Macquarie 0 | — | — | — | $88K | 0.3% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $67K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $60K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $60K | 0.2% | |
| Janus Henderson Flexible Bond N Janus Henderson 0 | — | — | — | $46K | 0.2% | |
| Columbia Convertible Securities I2 Columbia 0 | — | — | — | $42K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $37K | 0.1% | |
| Fidelity Advisor Intl Small Cap Z Fidelity 0 | — | — | — | $26K | <0.1% | |
| Van Eck CM Commodity Index Fund Y Van Eck 0 | — | — | — | $24K | <0.1% |
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