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Original filing (PDF)20251010154747NAL0018428434001
ADVARRA, INC.
Form 5500
FILING_RECEIVED
ADVARRA 401(K) PLAN
401(k) retirement plan
Active participants
874
Accounts w/ balance
1,102
Plan assets (EOY)
$87.0M
Net assets (EOY)
$87.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVARRA, INC..
Plan sponsor
Name
ADVARRA, INC.
EIN
31-1358981
Address
6100 MERRIWEATHER DR., · SUITE 600 · COLUMBIA, MD · 21044
Phone
(443) 283-1532
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
Investments
23 direct securities · 2 pooled funds· $87.0M(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
$85.2M
23 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $12.4M | 14.3% | |
| Fidelity Advisor Freedom 2040 Fund | — | — | — | $9.0M | 10.4% | |
| Fidelity Advisor Freedom 2050 Fund | — | — | — | $8.7M | 10.0% | |
| Fidelity Advisor Freedom 2055 Fund | — | — | — | $8.2M | 9.4% | |
| Fidelity Advisor Freedom 2045 Fund | — | — | — | $8.1M | 9.3% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $6.2M | 7.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.5M | 5.2% | |
| Fidelity Advisor Freedom 2035 Fund | — | — | — | $4.4M | 5.1% | |
| Fidelity Advisor Freedom 2030 Fund | — | — | — | $4.3M | 4.9% | |
| Fidelity Advisor Freedom 2025 Fund | — | — | — | $3.1M | 3.6% | |
| Fidelity Advisor Freedom 2060 Fund | — | — | — | $2.3M | 2.7% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $2.3M | 2.6% | |
| Thornburg International Value Fund | — | — | — | $1.9M | 2.2% | |
| MFS Value Fund | — | — | — | $1.8M | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.7M | 2.0% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Fidelity International Index Fund | — | — | — | $1.5M | 1.7% | |
| Fidelity Advisor Freedom 2015 Fund | — | — | — | $1.2M | 1.4% | |
| Fidelity Advisor Freedom Income Fund | — | — | — | $1.1M | 1.3% | |
| Fidelity Advisor Freedom 2020 Fund | — | — | — | $1.0M | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $639K | 0.7% | |
| Fidelity Advisor Freedom 2065 Fund | — | — | — | $427K | 0.5% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $307K | 0.4% | |
| Fidelity Government Money Market Fund | — | — | — | $121K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund | — | — | — | $108K | 0.1% |
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