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Original filing (PDF)20250930135012NAL0012346849001
CHARTBEAT INC.
Form 5500
FILING_RECEIVED
CHARTBEAT 401K PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
186
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARTBEAT INC..
Plan sponsor
Name
CHARTBEAT INC.
EIN
26-4658341
Address
701 TILLERY ST., UNIT 12-1019 · AUSTIN, TX · 78702
Phone
(718) 916-8753
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR GROUP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR J GALLAGHER & CO | 36-4291971 | — | ADVISORY | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $28K | — |
Investments
27 direct securities· $13.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.7M | 40.7% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $1.2M | 8.5% | |
| Fidelity US Bond Index | — | — | — | $1.2M | 8.4% | |
| Vanguard Target Retirement 2045 Investor Shares | — | — | — | $938K | 6.7% | |
| Lincoln Stable Value Account | — | — | — | $889K | 6.4% | |
| iShares MSCI EAFE International Index Class K | — | — | — | $677K | 4.8% | |
| Vanguard Growth Index Admiral Shares | — | — | — | $472K | 3.4% | |
| Vanguard Information Technology Index Admiral Shares | — | — | — | $421K | 3.0% | |
| Vanguard Target Retirement 2050 Investor Shares | — | — | — | $298K | 2.1% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $266K | 1.9% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $239K | 1.7% | |
| American Funds American Funds Europacific Growth Class R6 | — | — | — | $217K | 1.6% | |
| MFS Mid Cap Value Class R6 | — | — | — | $212K | 1.5% | |
| Vanguard Target Retirement 2040 Investor Shares | — | — | — | $195K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $153K | 1.1% | |
| Fidelity Small Cap Index | — | — | — | $134K | 1.0% | |
| JP Morgan Undiscovered Managers Behavioral Value Class R6 | — | — | — | $134K | 1.0% | |
| Vanguard Equity Income Admiral Shares | — | — | — | $127K | 0.9% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $103K | 0.7% | |
| DFA Emerging Markets Core Equity Institutional Class | — | — | — | $83K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Class X | — | — | — | $78K | 0.6% | |
| Janus Henderson Janus Henderson Enterprise Class N | — | — | — | $65K | 0.5% | |
| Vanguard Explorer Admiral Shares | — | — | — | $65K | 0.5% | |
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $51K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Class Z | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $2K | <0.1% |
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