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Original filing (PDF)20251009092005NAL0003459891001
FISHBECK, THOMPSON, CARR & HUBER, PC
Form 5500
FILING_RECEIVED
FISHBECK RETIREMENT PLAN
401(k) retirement plan
Active participants
670
Accounts w/ balance
822
Plan assets (EOY)
$117.7M
Net assets (EOY)
$117.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
36 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHBECK, THOMPSON, CARR & HUBER, PC.
Plan sponsor
Name
FISHBECK, THOMPSON, CARR & HUBER, PC
EIN
38-1841857
Address
1515 ARBORETUM DR SE · GRAND RAPIDS, MI · 495460000
Phone
(616) 464-3705
Industry
Engineering 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$113K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN FINANCIAL | 38-3567911 | — | ADVISOR | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Investments
32 direct securities · 5 pooled funds· $118.5M(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
$103.5M
32 holdings
Common Collective Trust
$15.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund (1) | — | — | — | $16.5M | 14.0% | |
| Fidelity Contrafund Mutual Fund (1) | — | — | — | $14.7M | 12.5% | |
| Fidelity Freedom 2040 K6 Fund Mutual Fund (1) | — | — | — | $8.6M | 7.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $6.4M | 5.4% | |
| Fidelity Freedom 2045 K6 Fund Mutual Fund (1) | — | — | — | $5.4M | 4.6% | |
| Fidelity Freedom 2030 K6 Fund Mutual Fund (1) | — | — | — | $5.1M | 4.3% | |
| Fidelity Freedom 2035 K6 Fund Mutual Fund (1) | — | — | — | $4.8M | 4.1% | |
| Janus Henderson Enterprise Fund Mutual Fund (1) | — | — | — | $4.0M | 3.4% | |
| Fidelity Freedom 2055 K6 Fund Mutual Fund (1) | — | — | — | $3.9M | 3.3% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund (1) | — | — | — | $3.7M | 3.1% | |
| Fidelity Freedom 2050 K6 Fund Mutual Fund (1) | — | — | — | $3.6M | 3.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $3.6M | 3.1% | |
| Self-Directed Investments Self-Directed Investments (1) | — | — | — | $3.5M | 3.0% | |
| Fidelity Value Fund Mutual Fund (1) | — | — | — | $3.4M | 2.9% | |
| Fidelity Freedom 2025 K6 Fund Mutual Fund (1) | — | — | — | $3.2M | 2.7% | |
| Fidelity Freedom 2060 K6 Fund Mutual Fund (1) | — | — | — | $2.9M | 2.5% | |
| JPMorgan Equity Income Fund Mutual Fund (1) | — | — | — | $2.5M | 2.1% | |
| Fidelity International Index Fund Mutual Fund (1) | — | — | — | $2.2M | 1.9% | |
| Fidelity Total Bond Fund Mutual Fund (1) | — | — | — | $2.2M | 1.8% | |
| Managed Income Portfolio II Common Collective Trust (1) | — | — | — | $2.1M | 1.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Fidelity Capital & Income Fund Mutual Fund (1) | — | — | — | $2.1M | 1.7% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| Fidelity Extended Market Index Fund Mutual Fund (1) | — | — | — | $1.6M | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund (1) | — | — | — | $1.5M | 1.2% | |
| Self-Directed Brokerage * Self-Directed Cash Self-Directed Cash (1) | — | — | — | $1.1M | 1.0% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $909K | 0.8% | |
| Fidelity Government Income Fund Mutual Fund (1) | — | — | — | $791K | 0.7% | |
| Fidelity Freedom 2070 K6 Fund Mutual Fund (1) 135 * Fidelity Freedom Income K6 Fund Mutual Fund (1) | — | — | — | $750K | 0.6% | |
| Hartford Strategic Income Fund Mutual Fund (1) | — | — | — | $743K | 0.6% | |
| Fidelity Freedom 2020 K6 Fund Mutual Fund (1) | — | — | — | $648K | 0.6% | |
| Fidelity Freedom 2065 K6 Fund Mutual Fund (1) | — | — | — | $634K | 0.5% | |
| Participant Loans (interest rate range 4.50%-10.50%) -0- | — | — | — | $568K | 0.5% | |
| American Beacon International Equity Fund Mutual Fund (1) | — | — | — | $335K | 0.3% | |
| Fidelity Government Money Market Fund Mutual Fund (1) | — | — | — | $222K | 0.2% | |
| Fidelity Freedom 2010 K6 Fund Mutual Fund (1) | — | — | — | $122K | 0.1% | |
| Fidelity Freedom 2015 K6 Fund Mutual Fund (1) | — | — | — | $87K | <0.1% |
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