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Original filing (PDF)20251014124339NAL0002933057001
REDAPT, INC.
Form 5500
FILING_RECEIVED
REDAPT, INC. PLAN
401(k) retirement plan
Active participants
141
Accounts w/ balance
199
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
41 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDAPT, INC..
Plan sponsor
Name
REDAPT, INC.
EIN
27-3048112
Address
14051 NE 200TH STREET · WOODINVILLE, WA · 98072
Phone
(425) 318-1998
Industry
Manufacturingsee 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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | 91-1802259 | — | ADVISOR | $39K | — |
Investments
40 direct securities· $20.8M(91% of reported assets)
Uncategorized
$18.3M
39 holdings
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Advisor Freedom 2035 Fund - Class Z | Mutual Funds | — | — | $2.5M | 11.2% | |
| iShares S&P 500 Index Fund - Class K | — | — | — | $2.1M | 9.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund - Class Z | — | — | — | $2.0M | 8.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund - Class Z | — | — | — | $2.0M | 8.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $1.7M | 7.3% | |
| Fidelity Investments Fidelity Advisor Technology Fund - Class I | — | — | — | $1.6M | 6.8% | |
| Fidelity Investments Fidelity Advisor Semi Conductors - Class I | — | — | — | $1.3M | 5.5% | |
| T. Rowe Price T. Rowe Price Global Stock Fund Advisor Class | — | — | — | $1.2M | 5.1% | |
| Fidelity Investments Fidelity Advisor New Insights Fund - Class I | — | — | — | $695K | 3.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund - Class Z | — | — | — | $555K | 2.4% | |
| Fidelity Investments Fidelity Advisor Biotechnology Fund - Class I | — | — | — | $433K | 1.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund - Class Z | — | — | — | $429K | 1.9% | |
| Heartland Value Fund Class Institutional | — | — | — | $391K | 1.7% | |
| BNY Mellon BNY Mellon Research Growth Fund, Inc - Class Z | — | — | — | $352K | 1.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 Fund - Class Z | — | — | — | $323K | 1.4% | |
| BNY Mellon BNY Mellon MidCap Index Fund Investor Shares | — | — | — | $318K | 1.4% | |
| Columbia Small Cap Index Fund Class I2 Shares | — | — | — | $306K | 1.3% | |
| BlackRock Natural Resources Trust Institutional Shares | — | — | — | $297K | 1.3% | |
| Participant loans through May 2031 -0- | — | — | — | $264K | 1.2% | |
| Fidelity Investments Fidelity Advisor Energy Fund - Class I | — | — | — | $258K | 1.1% | |
| Fidelity Investments Fidelity Advisor Consumer Discretionary Fund - Class I | — | — | — | $251K | 1.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund - Class Z | — | — | — | $238K | 1.0% | |
| Fidelity Investments Fidelity Advisor Government Income Fund - Class I | — | — | — | $220K | 1.0% | |
| Fidelity Investments Fidelity Advisor Consumer Staples Fund - Class I | — | — | — | $210K | 0.9% | |
| Fidelity Investments Fidelity Advisor Health Care Fund - Class I | — | — | — | $183K | 0.8% | |
| Fidelity Investments Fidelity Advisor International Discovery Fund - Class I | — | — | — | $180K | 0.8% | |
| iShares MSCI EAFE International Index Fund - Class K | — | — | — | $106K | 0.5% | |
| Fidelity Investments Fidelity Advisor Real Estate Fund - Class I | — | — | — | $97K | 0.4% | |
| Fidelity Investments Fidelity Advisor Telecommunications Fund - Class I | — | — | — | $86K | 0.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2065 Fund - Class Z | — | — | — | $84K | 0.4% | |
| Fidelity Investments Fidelity Advisor Industrials Fund - Class I | — | — | — | $65K | 0.3% | |
| Fidelity Investments Fidelity Advisor Financial Services Fund - Class I | — | — | — | $53K | 0.2% | |
| Fidelity Investments Fidelity Advisor Small Cap Fund - Class I | — | — | — | $51K | 0.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund - Class Z | — | — | — | $47K | 0.2% | |
| Fidelity Investments Fidelity Advisor Materials Fund - Class I | — | — | — | $46K | 0.2% | |
| Invesco International Bond Fund - Class Y | — | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund - Class Z | — | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Advisor International Real Estate Fund - Class I | — | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom Income Fund - Class Z | — | — | — | $4K | <0.1% | |
| Invesco Quality Income Fund - Class Y | — | — | — | $4K | <0.1% |