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Original filing (PDF)20251110135855NAL0003778097001
COMPSTAK, INC
Form 5500
FILING_RECEIVED
COMPSTAK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
64
Accounts w/ balance
117
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPSTAK, INC.
Plan sponsor
Name
COMPSTAK, INC
EIN
45-3603352
Address
675 AVENUE OF THE AMERICA · FL 4 · NEW YORK, NY · 10011
Phone
(646) 439-2168
Industry
Real Estatesee 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
2025-11-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $15K | — |
Investments
19 direct securities· $3.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $1.4M | 41.3% | |
| Vanguard | — | — | — | $794K | 23.5% | |
| Vanguard | — | — | — | $238K | 7.0% | |
| Vanguard | — | — | — | $236K | 7.0% | |
| Vanguard | — | — | — | $232K | 6.9% | |
| Vanguard | — | — | — | $112K | 3.3% | |
| Vanguard | — | — | — | $100K | 3.0% | |
| Vanguard | — | — | — | $45K | 1.3% | |
| Vanguard | — | — | — | $36K | 1.1% | |
| Vanguard | — | — | — | $35K | 1.0% | |
| Vanguard | — | — | — | $29K | 0.9% | |
| Vanguard | — | — | — | $28K | 0.8% | |
| Vanguard | — | — | — | $28K | 0.8% | |
| Vanguard | — | — | — | $18K | 0.5% | |
| Participant loans | — | — | — | $9K | 0.3% | |
| Vanguard | — | — | — | $7K | 0.2% | |
| Vanguard | — | — | — | $5K | 0.2% | |
| Vanguard | — | — | — | $5K | 0.1% | |
| BANC | — | — | — | $8 | <0.1% |