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Original filing (PDF)20251009013904NAL0003306595001
FEDWRITERS, INC.
Form 5500
FILING_RECEIVED
FEDWRITERS 401(K) PLAN
401(k) retirement plan
Signals · 2
~80 bps in Sched C feesNo recordkeeper disclosed
Active participants
300
Accounts w/ balance
170
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 80 bps in Schedule C fees — 54% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEDWRITERS, INC..
Plan sponsor
Name
FEDWRITERS, INC.
EIN
27-3205203
Address
3975 UNIVERSITY DRIVE, SUITE 440 · FAIRFAX, VA · 22030
Phone
(703) 872-7848
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | TAMPA, FL | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $20K | — |
Investments
29 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $768K | 15.2% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $675K | 13.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $477K | 9.4% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $319K | 6.3% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $310K | 6.1% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $292K | 5.8% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $257K | 5.1% | |
| Fuller & Thaler Behavioral Small-Cap Equity R6 Mutual Fund | — | — | — | $247K | 4.9% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $247K | 4.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $199K | 3.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $151K | 3.0% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $125K | 2.5% | |
| BlackRock Mid-Cap Value Fund Mutual Fund | — | — | — | $105K | 2.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $97K | 1.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $92K | 1.8% | |
| American Century Small Cap Growth Mutual Fund | — | — | — | $91K | 1.8% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $91K | 1.8% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $88K | 1.7% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | — | — | — | $76K | 1.5% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $66K | 1.3% | |
| Parametric International Equity R6 Mutual Fund | — | — | — | $58K | 1.1% | |
| Principal Real Estate Securities Fund R-6 Mutual Fund | — | — | — | $46K | 0.9% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $37K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $32K | 0.6% | |
| Lessor or Similar Party Investment ** Value Bank AdvisorTrust FDIC Insured DDA Deposit Account | — | — | — | $31K | 0.6% | |
| Participant Loans 8.50% to 9.50% | — | — | — | $30K | 0.6% | |
| PIMCO RAE US Small Fund Institutional Mutual Fund | — | — | — | $24K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $16K | 0.3% | |
| PIMCO International Bond (USD-Hedge) Institutional Mutual Fund | — | — | — | $10K | 0.2% |