How big is Telesolv Consulting, Inc.'s plan?

Telesolv Consulting, Inc.'s plan reported $5.4M in assets and 225 participants for 2024.

Original filing (PDF)20251017085722NAL0003676771001

Telesolv Consulting, Inc.

Name: Telesolv Consulting, Inc. — Telesolv Consulting, Form 5500 (2024)
Creator: Telesolv Consulting, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Telesolv Consulting 401(k) Plan

401(k) retirement plan · Telesolv Consulting, Inc.'s Telesolv Consulting 401(k) Plan held $5.4M in plan assets for 225 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

~121 bps in Sched C fees

Active participants

225

Accounts w/ balance

236

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

David Vincent signed Telesolv Consulting, Inc.'s 2024 Form 5500 as plan administrator.

David Vincent — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Telesolv Consulting, Inc.'s EIN is 42-1691116.

EIN 42-1691116

Plan number 001

Plan year 2024

ACK ID 20251017085722NAL0003676771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Telesolv Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Telesolv Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

TELESOLV CONSULTING, INC.

EIN

all filings

Address

1325 18TH STREET NORTHWEST STE 204 · WASHINGTON, DC · 20036

Phone

(202) 844-6400

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$54K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$12K	—

Investments

32 direct securities· $5.2M(96% of reported assets)

Mutual Funds

$4.5M

22 holdings

Common Collective Trusts

$446K

4 holdings

Bonds / Notes

$134K

1 holding

Other securities

$103K

4 holdings

U.S. Treasuries

$63K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2040 K6 N/A	Mutual Funds	—	—	$899K	16.5%
Fidelity Investments Fidelity Freedom 2025 K6 N/A	Mutual Funds	—	—	$580K	10.7%
Fidelity Investments Fidelity Freedom 2030 K6 N/A	Mutual Funds	—	—	$438K	8.1%
Fidelity Investments Fidelity Freedom 2045 K6 N/A	Mutual Funds	—	—	$384K	7.1%
Fidelity Investments Fidelity Freedom 2035 K6 N/A	Mutual Funds	—	—	$355K	6.5%
Fidelity Investments Fidelity Freedom 2055 K6 N/A	Mutual Funds	—	—	$290K	5.3%
Fidelity Investments Fidelity Blue Chip Growth K6 Fund N/A	Mutual Funds	—	—	$287K	5.3%
Fidelity Investments Fidelity 500 Index Fund N/A	Common Collective Trusts	—	—	$281K	5.2%
Fidelity Investments Fidelity Freedom 2060 K6 N/A	Mutual Funds	—	—	$263K	4.8%
Fidelity Investments Fidelity Freedom 2020 K6 N/A	Mutual Funds	—	—	$257K	4.7%
Fidelity Investments Fidelity Government Money Market Fund N/A	Mutual Funds	—	—	$152K	2.8%
Notes receivable from participants Interest rate ranging 5.25% - 10.25% -0-	Bonds / Notes	—	—	$134K	2.5%
Fidelity Investments Fidelity Freedom 2050 K6 N/A	Mutual Funds	—	—	$118K	2.2%
American Funds American Funds American Mutual R6 N/A	Mutual Funds	—	—	$100K	1.8%
Fidelity Investments Fidelity Freedom 2065 K6 N/A	Mutual Funds	—	—	$99K	1.8%
Fidelity Investments Fidelity Total Bond K6 Fund N/A	Mutual Funds	—	—	$85K	1.6%
Fidelity Investments Fidelity Global ex U.S. Index Fund N/A	Common Collective Trusts	—	—	$82K	1.5%
JPMorgan Government Bond Fund Class R6 N/A	U.S. Treasuries	—	—	$63K	1.2%
Fidelity Investments Fidelity Mid Cap Index Fund N/A	Common Collective Trusts	—	—	$59K	1.1%
RBC Emerging Markets Equity Fund R6 N/A	Other securities	—	—	$39K	0.7%
Allspring Funds Trust Allspring Special Md Cap Value Fund R6 N/A	Other securities	—	—	$37K	0.7%
Fidelity Investments Fidelity U.S. Bond Index N/A	Mutual Funds	—	—	$34K	0.6%
Janus Henderson Janus Henderson Triton Fund Class N N/A	Mutual Funds	—	—	$32K	0.6%
Fidelity Investments Fidelity Freedom 2070 K6 N/A 636 MFS Mid Cap Growth Fund R6 N/A	Mutual Funds	—	—	$28K	0.5%
Fidelity Investments Fidelity Small Cap Index Fund N/A	Common Collective Trusts	—	—	$23K	0.4%
Janus Henderson Janus Henderson Growth and Income Fund Class N N/A	Mutual Funds	—	—	$22K	0.4%
Goldman Sachs Goldman Sachs Inflation Protected Securities Class N/A	Other securities	—	—	$14K	0.3%
Allspring Funds Trust Allspring Special SPL Small Cap Value Fund Class R6 N/A	Other securities	—	—	$13K	0.2%
Fidelity Investments Fidelity Freedom 2015 K6 N/A	Mutual Funds	—	—	$12K	0.2%
Fidelity Investments Fidelity International Capital Appreciation K6 Fund N/A	Mutual Funds	—	—	$11K	0.2%
American Funds American Funds EuroPacific Growth Fund R-6 N/A	Mutual Funds	—	—	$10K	0.2%
Fidelity Investments Fidelity Freedom 2010 K6 N/A	Mutual Funds	—	—	$3K	<0.1%