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Original filing (PDF)20250730051032NAL0001713891001
APPDDICTION STUDIO LLC
Form 5500
FILING_RECEIVED
APPDDICTION STUDIO LLC 401K
401(k) retirement plan
Active participants
220
Accounts w/ balance
152
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPDDICTION STUDIO LLC.
Plan sponsor
Name
APPDDICTION STUDIO LLC
EIN
45-2777899
Address
17211 JONES MALTSBERGER RD. · SAN ANTONIO, TX · 78247
Phone
(210) 859-9677
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJCPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
16 direct securities · 4 pooled funds· $1.5M(99% 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.
Registered Investment Companies
$1.2M
16 holdings
Common Collective Trust
$279K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDADFR2035 | Registered Investment Companies | — | — | $179K | 12.0% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $169K | 11.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $159K | 10.7% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $136K | 9.1% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $127K | 8.5% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $118K | 7.9% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $115K | 7.7% | |
| FIDELITY ADV FREEDOM 2060 FD-M | Registered Investment Companies | — | — | $110K | 7.4% | |
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $102K | 6.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $71K | 4.8% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $51K | 3.4% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $44K | 3.0% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $37K | 2.5% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $18K | 1.2% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $15K | 1.0% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $10K | 0.6% | |
| FIDELITY ADV FREEDOM 2020 - M 711 REGISTERED INVESTMENT COMPANY PIONEER BOND FUND - A | Registered Investment Companies | — | — | $5K | 0.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $4K | 0.3% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $4K | 0.3% | |
| FIDELITY ADV FREEDOM 2010 - M | Registered Investment Companies | — | — | $1K | <0.1% |
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