How big is Squadron Capital LLC's plan?

Squadron Capital LLC's plan reported $27.5M in assets and 502 participants for 2024.

Original filing (PDF)20251014075149NAL0002356833001

Squadron Capital LLC

Name: Squadron Capital LLC — Squadron Capital LLC 401(k), Form 5500 (2024)
Creator: Squadron Capital LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Squadron Capital LLC 401(k) Employee Retirement Plan

401(k) retirement plan · Squadron Capital LLC's Squadron Capital LLC 401(k) Employee Retirement Plan held $27.5M in plan assets for 502 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

502

Accounts w/ balance

606

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

People on this filing

AINA Hoskins signed Squadron Capital LLC's 2024 Form 5500 as plan administrator.

AINA Hoskins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Squadron Capital LLC's EIN is 26-2772125.

EIN 26-2772125

Plan number 001

Plan year 2024

ACK ID 20251014075149NAL0002356833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Squadron Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Squadron Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUADRON CAPITAL LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 768K (18% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

SQUADRON CAPITAL LLC

EIN

all filings

Address

18 HARTFORD AVE · GRANBY, CT · 06035

Phone

(860) 413-9875

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$75K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	39-2018056	—	INVESTMENT ADVISOR	$60K	—

Investments

31 direct securities· $27.5M(100% of reported assets)

Mutual Funds

$22.8M

18 holdings

Common Collective Trusts

$2.7M

4 holdings

Bonds / Notes

$1.0M

1 holding

Other securities

$987K

8 holdings

					% of plan
Fidelity Freedom Index 2030 Fund Mutual fund	Mutual Funds	—	—	$4.8M	17.3%
Fidelity Freedom Index 2035 Fund Mutual fund	Mutual Funds	—	—	$2.9M	10.5%
Fidelity Freedom Index 2040 Fund Mutual fund	Mutual Funds	—	—	$2.8M	10.2%
Fidelity Freedom Index 2045 Fund Mutual fund	Mutual Funds	—	—	$2.5M	9.2%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	9.2%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$1.8M	6.4%
Fidelity Freedom Index 2050 Fund Mutual fund	Mutual Funds	—	—	$1.7M	6.3%
Fidelity Freedom Index 2055 Fund Mutual fund	Mutual Funds	—	—	$1.5M	5.4%
Fidelity Freedom Index 2025 Fund Mutual fund	Mutual Funds	—	—	$1.4M	5.2%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$1.1M	4.2%
Interest rates ranging * Notes receivable from participants from 4.25% to 9.50%	Bonds / Notes	—	—	$1.0M	3.8%
Fidelity Freedom Index 2060 Fund Mutual fund	Mutual Funds	—	—	$768K	2.8%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$405K	1.5%
Fidelity Freedom Index 2065 Fund Mutual fund	Mutual Funds	—	—	$400K	1.5%
James Henderson Enterprise Fund Mutual fund	Other securities	—	—	$366K	1.3%
Fidelity Freedom Index 2020 Fund Mutual fund	Mutual Funds	—	—	$364K	1.3%
TRP Integrated US Small Cap Growth Equity Fund Mutual fund	Other securities	—	—	$182K	0.7%
Fidelity Freedom Index 2015 Fund Mutual fund	Mutual Funds	—	—	$152K	0.6%
Allspring Special Small Cap Value Adm Mutual fund	Other securities	—	—	$110K	0.4%
MassMutual Premier Small Cap Opportunities Fund Mutual fund	Other securities	—	—	$106K	0.4%
Fidelity Overseas Fund Mutual fund	Mutual Funds	—	—	$76K	0.3%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$76K	0.3%
Allspring Special Mid-Cap Value Adm Mutual fund	Other securities	—	—	$74K	0.3%
Fidelity Freedom Index Fund Mutual fund	Common Collective Trusts	—	—	$70K	0.3%
PGIM High Yield Z Fund Mutual fund	Other securities	—	—	$64K	0.2%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$54K	0.2%
Goldman Sachs Emerging Markets Mutual fund	Other securities	—	—	$49K	0.2%
C&S Real Estate Fund Mutual fund	Other securities	—	—	$35K	0.1%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$29K	0.1%
Fidelity Freedom Index 2010 Fund Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Freedom Index 2070 Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%