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Original filing (PDF)20250820162421NAL0003487985001
FORMSTACK, LLC
Form 5500
FILING_RECEIVED
FORMSTACK, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
277
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
35 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORMSTACK, LLC.
Plan sponsor
Name
FORMSTACK, LLC
EIN
26-2860913
Address
11671 LANTERN ROAD · SUITE 300 · FISHERS, IN · 46038
Phone
(317) 542-3125
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
2025-08-20
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER, AND MILLER,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
35 direct securities· $14.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.0M | 20.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.1M | 14.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 9.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 8.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $856K | 5.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $819K | 5.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $814K | 5.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $807K | 5.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $598K | 4.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $313K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $218K | 1.5% | |
| Vanguard Growth and Income Adm Vanguard 0 | — | — | — | $173K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $171K | 1.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $171K | 1.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $152K | 1.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $148K | 1.0% | |
| Vanguard European Stock Index Adm Vanguard 0 | — | — | — | $146K | 1.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $124K | 0.9% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $123K | 0.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $118K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $109K | 0.8% | |
| Vanguard Pacific Stock Index Adm Vanguard 0 | — | — | — | $100K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $98K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $98K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $96K | 0.7% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $80K | 0.5% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $67K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $61K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $61K | 0.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $56K | 0.4% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 | — | — | — | $52K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $46K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% |