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Original filing (PDF)20251014201246NAL0007342546001
IRON GALAXY STUDIOS, LLC
Form 5500
FILING_RECEIVED
IRON GALAXY STUDIOS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
281
Accounts w/ balance
325
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRON GALAXY STUDIOS, LLC.
Plan sponsor
Name
IRON GALAXY STUDIOS, LLC
EIN
26-3173456
Address
125 SOUTH CLARK STREET, SUITE 300 · CHICAGO, IL · 60603
Phone
(773) 790-4922
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 1 pooled fund· $24.7M(100% 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
$24.4M
29 holdings
Common Collective Trust
$274K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual fund | — | — | — | $5.7M | 23.2% | |
| FID FDM IDX 2050 IPR Mutual fund | — | — | — | $4.7M | 19.2% | |
| FID FDM IDX 2055 IPR Mutual fund | — | — | — | $4.2M | 17.1% | |
| FID FDM IDX 2045 IPR Mutual fund | — | — | — | $2.6M | 10.5% | |
| FID FDM IDX 2060 IPR Mutual fund | — | — | — | $1.7M | 7.0% | |
| IS S&P 500 IDX K Mutual fund | — | — | — | $1.3M | 5.2% | |
| TRP LARGE-CAP GRTH I Mutual fund | — | — | — | $944K | 3.8% | |
| FID FDM IDX 2035 IPR Mutual fund | — | — | — | $488K | 2.0% | |
| FID FDM IDX 2065 IPR Mutual fund | — | — | — | $350K | 1.4% | |
| FID FDM IDX 2030 IPR Mutual fund | — | — | — | $338K | 1.4% | |
| MFS INTL INTR VAL R6 Mutual fund | — | — | — | $313K | 1.3% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $274K | 1.1% | |
| JPM CORE BOND R6 Mutual fund | — | — | — | $215K | 0.9% | |
| PGIM HIGH YIELD R6 Mutual fund | — | — | — | $194K | 0.8% | |
| MGL EM MKTS EQ I Mutual fund | — | — | — | $128K | 0.5% | |
| AB SM CAP GRTH Z Mutual fund | — | — | — | $125K | 0.5% | |
| VICTORY S EST VAL R6 Mutual fund | — | — | — | $125K | 0.5% | |
| FID FDM IDX 2025 IPR Mutual fund | — | — | — | $111K | 0.5% | |
| IS MSCI EAFE INTL K Mutual fund | — | — | — | $102K | 0.4% | |
| INVS DISC MDCP GR R6 Mutual fund | — | — | — | $102K | 0.4% | |
| maturing at various dates, secured by the participants' account balance | — | — | — | $99K | 0.4% | |
| FID SMALL CAP VALUE Mutual fund | — | — | — | $96K | 0.4% | |
| PIF REAL EST SEC IS Mutual fund | — | — | — | $79K | 0.3% | |
| IS R2000 SM-CAP K Mutual fund | — | — | — | $73K | 0.3% | |
| IS R MID-CAP IDX K Mutual fund | — | — | — | $68K | 0.3% | |
| MFS INTL GROWTH R6 Mutual fund | — | — | — | $53K | 0.2% | |
| FID GOVT MMKT K6 Mutual fund | — | — | — | $52K | 0.2% | |
| AF US GOVT SEC R6 Mutual fund | — | — | — | $46K | 0.2% | |
| AF CAP INC BLDR R6 Mutual fund | — | — | — | $8K | <0.1% | |
| AMCENT INFL ADJBD R6 Mutual fund | — | — | — | $8K | <0.1% |
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