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Original filing (PDF)20250808151854NAL0006574368001
SKYKICK, LLC
Form 5500
FILING_RECEIVED
SKYKICK, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
229
Accounts w/ balance
232
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYKICK, LLC.
Plan sponsor
Name
SKYKICK, LLC
EIN
45-1320721
Address
200 W THOMAS STREET · SUITE 400 · SEATTLE, WA · 98119
Phone
(206) 650-7309
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLARK NUBER,P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
30 direct securities · 2 pooled funds· $15.2M(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
$15.0M
30 holdings
Common Collective Trust
$225K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.2M | 21.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.9M | 12.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 9.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 7.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 7.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $961K | 6.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $776K | 5.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $755K | 5.0% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $621K | 4.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $409K | 2.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $267K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $260K | 1.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $251K | 1.7% | |
| Janus Henderson Enterprise I Janus Henderson 0 | — | — | — | $250K | 1.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $235K | 1.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $215K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $201K | 1.3% | |
| Invesco Small Cap Growth R6 Invesco 0 | — | — | — | $181K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $157K | 1.0% | |
| SMALL CAP VALUE FUND II R1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $151K | 1.0% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $116K | 0.8% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $106K | 0.7% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $88K | 0.6% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $83K | 0.5% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $74K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $55K | 0.4% | |
| Eaton Vance Income Fund of Boston I Eaton Vance 0 | — | — | — | $47K | 0.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $41K | 0.3% | |
| Voya Intermediate Bond W Voya 0 | — | — | — | $35K | 0.2% | |
| Templeton Foreign R6 Templeton 0 | — | — | — | $27K | 0.2% | |
| Thornburg Limited Term Income R5 Thornburg 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $3K | <0.1% |