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Original filing (PDF)20251015081059NAL0005489520001

POPLICUS INC

Form 5500
FILING_RECEIVED
POPLICUS 401K
401(k) retirement plan
Active participants
171
Accounts w/ balance
224
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
100
/ 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
100
Helping the score
  • Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPLICUS INC.
Plan sponsor
Name
POPLICUS INC
EIN
45-3361339
Address
1735 NORTH LYNN STREET · SUITE 300 · ARLINGTON, VA · 22209
Phone
(609) 577-1876
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
FORVIS MAZARS LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$2K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0

Investments

29 direct securities · 18 pooled funds· $9.9M(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
$9.7M
29 holdings
Common Collective Trust
$176K
18 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
STATE ST TARGET RET 2055 R3
Registered Investment Companies
$1.9M18.7%
STATE ST TARGET RET 2050 R3
Registered Investment Companies
$1.2M11.8%
STATE ST TARGET RET 2045 R3
Registered Investment Companies
$739K7.5%
STATE ST TARGET RET 2040 R3
Registered Investment Companies
$618K6.2%
JPM US EQUITY FD R3
Registered Investment Companies
$609K6.1%
STATE ST TARGET RET 2035 R3
Registered Investment Companies
$558K5.6%
STATE ST SMALLMID CAP EQ IDX A
Registered Investment Companies
$464K4.7%
STATE ST EQUITY 500 INDEX A
Registered Investment Companies
$444K4.5%
STATE ST TARGET RET 2030 R3
Registered Investment Companies
$429K4.3%
AM FND THE GROWTH FND OF AM-R3
Registered Investment Companies
$400K4.0%
STATE ST TARGET RET 2020 R3
Registered Investment Companies
$387K3.9%
STATE ST TARGET RET 2025 R3
Registered Investment Companies
$366K3.7%
JPM EQ INCOME FD R3
Registered Investment Companies
$359K3.6%
STATE ST TARGET RETIRE R3
Registered Investment Companies
$240K2.4%
JANUS HENDERSONTRITON FUND - S
Registered Investment Companies
$187K1.9%
MFS TOTAL RETURN FD - R3
Registered Investment Companies
$176K1.8%
INVESCO STABLE ASSET - ADP59
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$176K1.8%
JPM US SMALL COMPANY FD R3
Registered Investment Companies
$143K1.4%
MFS INTL DIVERSIFICATION R3
Registered Investment Companies
$130K1.3%
SST GLOBAL AC EQ EX-US IDX A
Registered Investment Companies
$111K1.1%
STATE ST TARGET RET 2060 R3
Registered Investment Companies
$72K0.7%
INVESCO CORE BND A
Registered Investment Companies
$69K0.7%
BLACKROCK HIGH YIELD SVC
Registered Investment Companies
$57K0.6%
PRINCIPAL REAL ESTATE SEC R3
Registered Investment Companies
$37K0.4%
GOLDMAN EMERG MKT EQUITY A
Registered Investment Companies
$37K0.4%
STATE ST AGGREGATE BOND A
Registered Investment Companies
$19K0.2%
GOLDMAN SACHS INFL PROT SEC A
Registered Investment Companies
$6K<0.1%
ALLSPRING SPECIAL SC VAL A
Registered Investment Companies
$5K<0.1%
STATE ST TARGET RET 2065 R3
Registered Investment Companies
$5K<0.1%
JPM MID CAP VALUE R3
Registered Investment Companies
$2K<0.1%
INVESCO STABLE ASSET
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$0<0.1%
STATE ST INTL IDX SECLEND VIII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336
Common Collective Trust
$0<0.1%
STATE ST RUSS SC IDX VIII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340
Common Collective Trust
$0<0.1%
STATE ST S&P MD CP IDX NL J
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2020 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2025 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2030 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2035 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2040 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2045 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2050 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356
Common Collective Trust
$0<0.1%
STATE ST TARG RET 2055 IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357
Common Collective Trust
$0<0.1%
STATE ST TARG RET SEC LEND IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358
Common Collective Trust
$0<0.1%
STATE ST REIT IDX NLS G
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359
Common Collective Trust
$0<0.1%
STATE ST CONS STR BAL SLS VII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384
Common Collective Trust
$0<0.1%
STATE ST MOD STR BAL SLS VII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385
Common Collective Trust
$0<0.1%
STATE ST AGG STR BAL SLS VII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386
Common Collective Trust
$0<0.1%

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