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Original filing (PDF)20251015091753NAL0002072323001
CRITICAL START, INC.
Form 5500
FILING_RECEIVED
CRITICAL START 401(K) PLAN
401(k) retirement plan
Active participants
234
Accounts w/ balance
354
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRITICAL START, INC..
Plan sponsor
Name
CRITICAL START, INC.
EIN
26-3824084
Address
6100 TENNYSON PARKWAY · SUITE 200 · PLANO, TX · 75024
Phone
(877) 684-2077
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
2025-10-15
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BODWELL VASEK WELLS DESIMONE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Investments
26 direct securities · 10 pooled funds· $29.2M(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
$16.3M
26 holdings
Common Collective Trust
$13.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $2.9M | 17.8% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $2.9M | 17.8% | |
| Fidelity Investments | — | — | — | $2.2M | 13.5% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $2.2M | 13.5% | |
| Fidelity Investments | — | — | — | $2.0M | 12.5% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.0M | 12.5% | |
| Fidelity Investments | — | — | — | $2.0M | 12.0% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $2.0M | 12.0% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $1.7M | 10.2% | |
| Fidelity Investments | — | — | — | $1.7M | 10.2% | |
| Fidelity Investments | — | — | — | $1.2M | 7.4% | |
| Fidelity Investments | — | — | — | $1.1M | 7.0% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| Fidelity Investments | — | — | — | $815K | 5.0% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $815K | 5.0% | |
| Fidelity Investments | — | — | — | $640K | 3.9% | |
| Fidelity Investments | — | — | — | $213K | 1.3% | |
| Fidelity Investments | — | — | — | $187K | 1.1% | |
| Fidelity Investments | — | — | — | $167K | 1.0% | |
| Fidelity Investments | — | — | — | $160K | 1.0% | |
| Fidelity Investments | — | — | — | $158K | 1.0% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $158K | 1.0% | |
| Principal Asset Management | — | — | — | $154K | 0.9% | |
| Fidelity Investments | — | — | — | $122K | 0.8% | |
| Participant loans | — | — | — | $98K | 0.6% | |
| Fidelity Investments | — | — | — | $82K | 0.5% | |
| John Hancock | — | — | — | $80K | 0.5% | |
| PIMCO Investments | — | — | — | $69K | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $63K | 0.4% | |
| Janus Henderson Investors | — | — | — | $59K | 0.4% | |
| Invesco | — | — | — | $39K | 0.2% | |
| Mass Mutual | — | — | — | $29K | 0.2% | |
| American Funds | — | — | — | $23K | 0.1% | |
| American Beacon | — | — | — | $20K | 0.1% | |
| Fidelity Investments | — | — | — | $20K | 0.1% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $20K | 0.1% |
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