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Original filing (PDF)20251013095841NAL0000978929001
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Form 5500
FILING_RECEIVED
SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
2,080
Accounts w/ balance
2,774
Plan assets (EOY)
$934.5M
Net assets (EOY)
$934.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 28% of plan.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Plan sponsor
Name
SUSQUEHANNA INTERNATIONAL GROUP, LLP
EIN
23-2795207
Address
401 CITY AVENUE, SUITE 220 · BALA CYNWYD, PA · 19004
Phone
(610) 617-2600
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $177K | — |
Investments
26 direct securities · 1 pooled fund· $926.2M(99% 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
$917.8M
26 holdings
Common Collective Trust
$8.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $255.7M | 27.4% | |
| Fidelity Self directed brokerage accounts | — | — | — | $135.5M | 14.5% | |
| Fidelity Growth Company K6 | — | — | — | $84.9M | 9.1% | |
| Fidelity Contra Fund K6 | — | — | — | $53.9M | 5.8% | |
| Fidelity Extended Market Index | — | — | — | $39.3M | 4.2% | |
| Fidelity Freedom Index 2035 | — | — | — | $39.0M | 4.2% | |
| Vanguard Total Bond Market Institutional | — | — | — | $38.9M | 4.2% | |
| Fidelity Freedom Index 2045 | — | — | — | $36.1M | 3.9% | |
| Fidelity Freedom Index 2050 | — | — | — | $33.5M | 3.6% | |
| Fidelity Freedom Index 2040 | — | — | — | $32.8M | 3.5% | |
| Vanguard Total International Stock | — | — | — | $26.9M | 2.9% | |
| Fidelity Freedom Index 2055 | — | — | — | $24.7M | 2.6% | |
| Vanguard International Growth Adm | — | — | — | $23.3M | 2.5% | |
| Vanguard Prime Money Market | — | — | — | $22.8M | 2.4% | |
| Fidelity Freedom Index 2030 | — | — | — | $18.9M | 2.0% | |
| Fidelity Freedom Index 2060 | — | — | — | $17.9M | 1.9% | |
| Fidelity Freedom Index 2025 | — | — | — | $9.2M | 1.0% | |
| Fidelity Freedom Index 2065 | — | — | — | $9.1M | 1.0% | |
| Fidelity Managed Income Portfolio | — | — | — | $8.3M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.3M | 0.9% | |
| Fidelity Freedom Index 2020 | — | — | — | $2.9M | 0.3% | |
| Participant loans Participant loans (interest rates ranged from 4.25% to 9.50% per annum) | — | — | — | $2.8M | 0.3% | |
| Fidelity Freedom Index Inc. | — | — | — | $696K | <0.1% | |
| Fidelity Freedom Index 2010 | — | — | — | $411K | <0.1% | |
| Fidelity Govt Money Market | — | — | — | $165K | <0.1% | |
| Fidelity Freedom Index 2015 | — | — | — | $83K | <0.1% | |
| Fidelity Freedom Index 2070 | — | — | — | $9K | <0.1% |