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Original filing (PDF)20251017085722NAL0003676771001
TELESOLV CONSULTING, INC.
Form 5500
FILING_RECEIVED
TELESOLV CONSULTING 401(K) PLAN
401(k) retirement plan
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
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 (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 121 bps in Schedule C fees — 133% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELESOLV CONSULTING, INC..
Plan sponsor
Name
TELESOLV CONSULTING, INC.
EIN
42-1691116
Address
1325 18TH STREET NORTHWEST STE 204 · WASHINGTON, DC · 20036
Phone
(202) 844-6400
Industry
All Other Professional Services· 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
2025-10-17
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)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 K6 N/A | — | — | — | $899K | 16.5% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/A | — | — | — | $580K | 10.7% | |
| Fidelity Investments Fidelity Freedom 2030 K6 N/A | — | — | — | $438K | 8.1% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/A | — | — | — | $384K | 7.1% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/A | — | — | — | $355K | 6.5% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/A | — | — | — | $290K | 5.3% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund N/A | — | — | — | $287K | 5.3% | |
| Fidelity Investments Fidelity 500 Index Fund N/A | — | — | — | $281K | 5.2% | |
| Fidelity Investments Fidelity Freedom 2060 K6 N/A | — | — | — | $263K | 4.8% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/A | — | — | — | $257K | 4.7% | |
| Fidelity Investments Fidelity Government Money Market Fund N/A | — | — | — | $152K | 2.8% | |
| Notes receivable from participants Interest rate ranging 5.25% - 10.25% -0- | — | — | — | $134K | 2.5% | |
| Fidelity Investments Fidelity Freedom 2050 K6 N/A | — | — | — | $118K | 2.2% | |
| American Funds American Funds American Mutual R6 N/A | — | — | — | $100K | 1.8% | |
| Fidelity Investments Fidelity Freedom 2065 K6 N/A | — | — | — | $99K | 1.8% | |
| Fidelity Investments Fidelity Total Bond K6 Fund N/A | — | — | — | $85K | 1.6% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund N/A | — | — | — | $82K | 1.5% | |
| JPMorgan Government Bond Fund Class R6 N/A | — | — | — | $63K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | — | — | — | $59K | 1.1% | |
| RBC Emerging Markets Equity Fund R6 N/A | — | — | — | $39K | 0.7% | |
| Allspring Funds Trust Allspring Special Md Cap Value Fund R6 N/A | — | — | — | $37K | 0.7% | |
| Fidelity Investments Fidelity U.S. Bond Index N/A | — | — | — | $34K | 0.6% | |
| Janus Henderson Janus Henderson Triton Fund Class N N/A | — | — | — | $32K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2070 K6 N/A 636 MFS Mid Cap Growth Fund R6 N/A | — | — | — | $28K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/A | — | — | — | $23K | 0.4% | |
| Janus Henderson Janus Henderson Growth and Income Fund Class N N/A | — | — | — | $22K | 0.4% | |
| Goldman Sachs Goldman Sachs Inflation Protected Securities Class N/A | — | — | — | $14K | 0.3% | |
| Allspring Funds Trust Allspring Special SPL Small Cap Value Fund Class R6 N/A | — | — | — | $13K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2015 K6 N/A | — | — | — | $12K | 0.2% | |
| Fidelity Investments Fidelity International Capital Appreciation K6 Fund N/A | — | — | — | $11K | 0.2% | |
| American Funds American Funds EuroPacific Growth Fund R-6 N/A | — | — | — | $10K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 K6 N/A | — | — | — | $3K | <0.1% |
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