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Original filing (PDF)20250924125309NAL0009241219001
SNIDER ENTITIES, LLC
Form 5500
FILING_RECEIVED
SNIDER ENTITIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
283
Accounts w/ balance
265
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SNIDER ENTITIES, LLC.
Plan sponsor
Name
SNIDER ENTITIES, LLC
EIN
45-3461420
Address
3601 SOUTH BROAD ST · PHILADELPHIA, PA · 19148
Phone
(610) 645-4502
Industry
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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSEN ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES. | — | AUSTIN, TX | NONE | $17K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $973 | — |
Investments
30 direct securities· $3.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $851K | 21.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $562K | 14.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $489K | 12.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $339K | 8.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $299K | 7.6% | |
| Touchstone Balanced Y Touchstone 0 | — | — | — | $218K | 5.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $215K | 5.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $209K | 5.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $170K | 4.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $78K | 2.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $74K | 1.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $57K | 1.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $48K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $47K | 1.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $43K | 1.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $42K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $40K | 1.0% | |
| American Century Global Gold Inv American Century 0 3 Columbia Limited Duration Credit I3 Columbia 0 485 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $28K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $24K | 0.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $23K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $17K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $16K | 0.4% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $7K | 0.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $7K | 0.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $5K | 0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $4K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $1K | <0.1% |
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