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Original filing (PDF)20251224122312NAL0006569699001

FAST SWITCH, LTD.

Form 5500
FILING_RECEIVED
FAST SWITCH 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.3 mo
Active participants
16
Accounts w/ balance
153
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
94
/ 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
95
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 1.3 months past the 10.5-month grace window.
  • 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAST SWITCH, LTD..
Plan sponsor
Name
FAST SWITCH, LTD.
EIN
31-1486797
Address
892 PLAIN STREET · SUITE 203 · MARSHFIELD, MA · 02050
Phone
(614) 336-1369
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
2025-12-24
Pension benefit codes
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)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOLUTIONS13-3689044RECORDKEEPER$13K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WELLS FARGO ADVISORS LLC34-1542819INVESTMENT ADVISORY$11K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
THE PENSION DESIGN GROUP46-2028188TPA$13K

Investments

28 direct securities· $5.2M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
American Century One Choice 2040 R6$1.3M24.3%
American Century One Choice 2045 R6$719K13.7%
American Century One Choice 2050 R6$443K8.5%
American Century One Choice 2035 R6$432K8.2%
Fidelity 500 Index$381K7.3%
American Century One Choice 2025 R6$247K4.7%
American Century One Choice 2055 R6$240K4.6%
American Century One Choice 2030 R6$190K3.6%
NYLI Winslow Large Cap Growth R6$188K3.6%
BlackRock Mid Cap Growth Equity K$184K3.5%
Vanguard Mid Cap Index Adm$125K2.4%
Hartford Dividend and Growth R6$122K2.3%
American Century Mid Cap Value R6$106K2.0%
AB Small Cap Growth Z$80K1.5%
NYLI MacKay High Yield Corp Bond R6$75K1.4%
American Century One Choice in Retire R6$74K1.4%
American Century Small Cap Value R6$68K1.3%
American Funds EuroPacific Gr R6$65K1.2%
Vanguard Small Cap Index Adm$63K1.2%
American Century One Choice 2060 R6$39K0.7%
BlackRock Inflation Protected Bond K$32K0.6%
Hartford Total Return Bond R6$25K0.5%
Transamerica Stable Value Core Option$25K0.5%
iShares MSCI EAFE International Index K$22K0.4%
Hartford International Equity R6$9K0.2%
American Century Emerging Markets R6$8K0.2%
Vanguard Real Estate Index Admiral$5K<0.1%
American Century One Choice 2065 R6$4K<0.1%

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