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Original filing (PDF)20250821200352NAL0007860320001
SEV1TECH, LLC
Form 5500
FILING_RECEIVED
SEV1TECH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
962
Accounts w/ balance
1,446
Plan assets (EOY)
$115.2M
Net assets (EOY)
$115.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 156% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEV1TECH, LLC.
Plan sponsor
Name
SEV1TECH, LLC
EIN
27-2015706
Address
12700 BLACK FOREST LANE · SUITE 306 · WOODBRIDGE, VA · 22192
Phone
(703) 496-3776
Industry
Engineering Services· 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
2025-08-21
Pension benefit codes
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $117K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $130K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | ACCOUNTANT\AUDITOR | $16K | — |
Investments
36 direct securities · 1 pooled fund· $115.2M(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
$111.3M
36 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Mutual Fund NR | — | — | — | $14.0M | 12.1% | |
| Fidelity Freedom 2035 Mutual Fund NR | — | — | — | $13.8M | 12.0% | |
| Fidelity Freedom 2040 Mutual Fund NR | — | — | — | $12.7M | 11.0% | |
| Fidelity Freedom 2025 Mutual Fund NR | — | — | — | $9.3M | 8.1% | |
| Fidelity Freedom 2045 Mutual Fund NR | — | — | — | $8.6M | 7.5% | |
| Fidelity 500 Index Mutual Fund NR | — | — | — | $8.5M | 7.4% | |
| Fidelity Freedom 2050 Mutual Fund NR | — | — | — | $7.9M | 6.9% | |
| Fidelity Blue Chip Growth Mutual Fund NR | — | — | — | $7.2M | 6.2% | |
| Fidelity Freedom 2020 Mutual Fund NR | — | — | — | $4.7M | 4.1% | |
| Fidelity Freedom 2055 Mutual Fund NR | — | — | — | $4.4M | 3.8% | |
| GS STABLE VALUE SEL1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.9M | 3.4% | |
| Fidelity Freedom 2015 Mutual Fund NR | — | — | — | $2.3M | 2.0% | |
| Fidelity Freedom 2060 Mutual Fund NR | — | — | — | $2.0M | 1.7% | |
| Participant loans 8.50% - | — | — | — | $1.8M | 1.6% | |
| Fidelity Government Money Market Mutual Fund NR | — | — | — | $1.4M | 1.2% | |
| Columbia Dividend Income Mutual Fund NR | — | — | — | $1.3M | 1.1% | |
| Fidelity U.S. Bond Index Mutual Fund NR | — | — | — | $1.3M | 1.1% | |
| Fidelity Total Bond Mutual Fund NR | — | — | — | $1.2M | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund NR | — | — | — | $1.1M | 1.0% | |
| American Funds New World Mutual Fund NR | — | — | — | $951K | 0.8% | |
| Fidelity Global ex U.S. Index Mutual Fund NR | — | — | — | $949K | 0.8% | |
| T. Rowe Price Dividend Growth Mutual Fund NR | — | — | — | $734K | 0.6% | |
| MFS International Diversification Mutual Fund NR | — | — | — | $714K | 0.6% | |
| Vanguard Balanced Index Fund Admiral Mutual Fund NR | — | — | — | $655K | 0.6% | |
| Fidelity Freedom 2065 Mutual Fund NR | — | — | — | $645K | 0.6% | |
| Fidelity Small Cap Index Mutual Fund NR | — | — | — | $625K | 0.5% | |
| PIMCO RAE US Mutual Fund NR | — | — | — | $546K | 0.5% | |
| Fidelity Growth Strategies Mutual Fund NR | — | — | — | $495K | 0.4% | |
| Cohen & Steers Instl Realty Shares Mutual Fund NR | — | — | — | $363K | 0.3% | |
| PIMCO Income Mutual Fund NR | — | — | — | $323K | 0.3% | |
| Janus Henderson Triton Mutual Fund NR | — | — | — | $312K | 0.3% | |
| Vanguard Energy Index Mutual Fund NR | — | — | — | $144K | 0.1% | |
| Fidelity Global Commodity Stock Mutual Fund NR | — | — | — | $100K | <0.1% | |
| John Hancock Funds Disciplined Value Mid Cap Mutual Fund NR | — | — | — | $28K | <0.1% | |
| Fidelity Freedom 2010 Mutual Fund NR | — | — | — | $19K | <0.1% | |
| Fidelity Select Health Care Services Mutual Fund NR | — | — | — | $14K | <0.1% | |
| Fidelity Freedom 2070 Mutual Fund NR 296 * Fidelity Freedom Income Mutual Fund NR | — | — | — | $8K | <0.1% |