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Original filing (PDF)20250722085456NAL0001065795001
SCIENCELOGIC INC.
Form 5500
FILING_RECEIVED
SCIENCELOGIC INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
378
Accounts w/ balance
567
Plan assets (EOY)
$47.2M
Net assets (EOY)
$47.2M
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)
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCIENCELOGIC INC..
Plan sponsor
Name
SCIENCELOGIC INC.
EIN
27-2309566
Address
11955 DEMOCRACY DR, 13TH FL · RESTON, VA · 20190
Phone
(571) 707-2805
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $57K | — |
| SENTINEL PENSION ADVISORS, INC. | 04-3422848 | — | N/A | $43K | — |
| MATRIX ASSET ADVISOR | 13-3569378 | — | N/A | $16K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | N/A | $11K | — |
Investments
34 direct securities · 1 pooled fund· $47.2M(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
$45.6M
34 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $9.7M | 20.6% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $4.3M | 9.0% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $3.7M | 7.7% | |
| MFS Growth Fund " | — | — | — | $3.3M | 7.0% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $3.0M | 6.4% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $2.4M | 5.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $2.2M | 4.6% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $2.0M | 4.3% | |
| Janus Henderson Enterprise Fund " | — | — | — | $1.9M | 4.0% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $1.8M | 3.8% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.7M | 3.6% | |
| RELIANCE TRUST STABLE VAL SR 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.4% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $1.2M | 2.6% | |
| Vanguard Equity Income Fund " | — | — | — | $1.1M | 2.4% | |
| Fidelity Total International Index Fund " | — | — | — | $1.1M | 2.3% | |
| Vanguard Small-Cap Growth Index Fund " | — | — | — | $948K | 2.0% | |
| Fidelity Small Cap Index Fund " | — | — | — | $876K | 1.9% | |
| American Funds Balanced Fund " | — | — | — | $767K | 1.6% | |
| American Funds Capital World Growth & Income Fund " | — | — | — | $717K | 1.5% | |
| Fidelity Total Bond Fund " | — | — | — | $655K | 1.4% | |
| MFS Mid Cap Value Fund " | — | — | — | $353K | 0.7% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $336K | 0.7% | |
| Blackrock Strategic Income Opportunity Fund " | — | — | — | $329K | 0.7% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $293K | 0.6% | |
| Participant Loans (5.25% - 10.50%) - | — | — | — | $291K | 0.6% | |
| Hartford International Opportunities Fund " | — | — | — | $206K | 0.4% | |
| Allspring Special Small Cap Value Fund " | — | — | — | $189K | 0.4% | |
| DFA International Small Company Portfolio Fund " | — | — | — | $104K | 0.2% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $71K | 0.1% | |
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $70K | 0.1% | |
| PGIM Total Return Bond Fund " | — | — | — | $39K | <0.1% | |
| Cohen & Steers Global Realty Fund " | — | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |