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Original filing (PDF)20251007142520NAL0011736690001
SPREEDLY INC.
Form 5500
FILING_RECEIVED
SPREEDLY INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
180
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPREEDLY INC..
Plan sponsor
Name
SPREEDLY INC.
EIN
26-0522184
Address
300 MORRIS STREET · DURHAM, NC · 27701
Phone
(919) 806-9594
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.5M | 22.2% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $2.3M | 20.5% | |
| BlackRock LifePath Index 2055 Fund - Class K Shares | — | — | — | $2.1M | 18.2% | |
| BlackRock LifePath Index 2030 Fund - Class K Shares | — | — | — | $952K | 8.4% | |
| BlackRock LifePath Index 2060 Fund - Class K Shares | — | — | — | $741K | 6.6% | |
| BlkRck LifePath Ind 2045 Fd K Registered Investment Company | — | — | — | $662K | 5.9% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | — | — | — | $289K | 2.6% | |
| MFS Massachusetts Investors Growth Stock Fund - Class R6 | — | — | — | $289K | 2.6% | |
| BlackRock LifePath Index 2035 Fund - Class K Shares | — | — | — | $275K | 2.4% | |
| BlackRock LifePath Index 2040 Fund - Class K Shares | — | — | — | $257K | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $198K | 1.8% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | — | — | — | $180K | 1.6% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $145K | 1.3% | |
| BlackRock LifePath Index Retirement Fund - Class K Shares | — | — | — | $145K | 1.3% | |
| AB Small Cap Growth Portfolio - Class Z | — | — | — | $88K | 0.8% | |
| Fidelity International Index Fund | — | — | — | $84K | 0.7% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $76K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $76K | 0.7% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $67K | 0.6% | |
| American Funds New Perspective Fund - Class R6 | — | — | — | $67K | 0.6% | |
| PIMCO Income Fund - Institutional Class | — | — | — | $59K | 0.5% | |
| MFS Value Fund - Class R6 | — | — | — | $54K | 0.5% | |
| LOAN FUND Participant Loans - Rates 10.50% to 10.50% | — | — | — | $48K | 0.4% | |
| 8/10/2025 and 5/31/2029 | — | — | — | $48K | 0.4% | |
| Fidelity Advisor International Capital Appreciation Z | — | — | — | $45K | 0.4% | |
| Fidelity Adv Intl Cap Apprec Z Registered Investment Company | — | — | — | $45K | 0.4% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $43K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $41K | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $41K | 0.4% | |
| Voya Government Money Market Fund | — | — | — | $35K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $35K | 0.3% | |
| Voya Fixed Account | — | — | — | $25K | 0.2% | |
| American Funds New World Fund - Class R6 | — | — | — | $14K | 0.1% | |
| Fidelity Investment Grade Bond Fund - Class I Shares | — | — | — | $11K | <0.1% | |
| Franklin Small Cap Value Fund - Class R6 | — | — | — | $7K | <0.1% |
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