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Original filing (PDF)20251009052623NAL0006165585001
SOFT LANDING INTERVENTIONS, LLC
Form 5500
FILING_RECEIVED
SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
132
Accounts w/ balance
165
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 "AMF 2050 TARGET DATE R2E" is 29% of plan.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFT LANDING INTERVENTIONS, LLC.
Plan sponsor
Name
SOFT LANDING INTERVENTIONS, LLC
EIN
26-1188523
Address
SYMETRIA RECOVERY · 1240 DIEHL ROAD, SUITE 550 · NAPERVILLE, IL · 60563
Phone
(708) 606-5158
Industry
Health Care & Social Assistancesee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROOKLIGT PLACE SECURITIES | — | DOWNERS GROVE, IL | ADVISOR | $0 | — |
Investments
28 direct securities · 1 pooled fund· $3.8M(98% 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.
Registered Investment Companies
$3.7M
28 holdings
Common Collective Trust
$65K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $1.1M | 28.1% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $553K | 14.4% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $400K | 10.4% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $365K | 9.5% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $288K | 7.5% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $246K | 6.4% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $157K | 4.1% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $111K | 2.9% | |
| AB LARGE CAP GROWTH R | Registered Investment Companies | — | — | $99K | 2.6% | |
| FIDELITY DIVERSIFIED INTL M | Registered Investment Companies | — | — | $68K | 1.8% | |
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $65K | 1.7% | |
| GOLDMAN US EQUITY R | Registered Investment Companies | — | — | $65K | 1.7% | |
| PUTNAM CORE EQUITY R | Registered Investment Companies | — | — | $51K | 1.3% | |
| EAV ATL CAPITAL SMID CP R | Registered Investment Companies | — | — | $38K | 1.0% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $25K | 0.6% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $23K | 0.6% | |
| INVESCO CORE PLUS BOND R | Registered Investment Companies | — | — | $22K | 0.6% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $22K | 0.6% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $18K | 0.5% | |
| AB GLOBAL RE INVESTMENT R | Registered Investment Companies | — | — | $14K | 0.4% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $11K | 0.3% | |
| VIRTUS NFJ MID-CAP VALUE A | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMERICAN US GOVT SEC R2E | Registered Investment Companies | — | — | $9K | 0.2% | |
| FRANKLIN SMALL CAP VALUE FD-R | Registered Investment Companies | — | — | $9K | 0.2% | |
| MACQUARIE EMERGING MARKETS R 198 REGISTERED INVESTMENT COMPANY AMF EUROPACIFIC GROWTH R2E | Registered Investment Companies | — | — | $5K | 0.1% | |
| INVESCO CORPORATE BOND R | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $5K | 0.1% | |
| LORD ABBETT HIGH YIELD FD -R3 | Registered Investment Companies | — | — | $4K | 0.1% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $2K | <0.1% |
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