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Original filing (PDF)20250926050554NAL0010463312001
BLUESTONE INSOURCING SOLUTIONS,
Form 5500
FILING_RECEIVED
FEDGEEK 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
147
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUESTONE INSOURCING SOLUTIONS,.
Plan sponsor
Name
BLUESTONE INSOURCING SOLUTIONS,
EIN
45-5291304
Address
12110 SUNSET HILLS RD · SUITE 600 · RESTON, VA · 20190
Phone
(800) 517-1137
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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $53K | — |
Investments
41 direct securities· $20.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Gth Fund of America R6 | — | — | — | $4.3M | 20.4% | |
| American Funds Wash Mutual Inv Fund R6 | — | — | — | $3.6M | 17.5% | |
| American Funds American Balance Fund R6 | — | — | — | $2.8M | 13.2% | |
| American Funds New Perspective Fund R6 | — | — | — | $1.8M | 8.5% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $1.2M | 5.6% | |
| American Funds Bond Fund of America R6 | — | — | — | $1.2M | 5.5% | |
| American Funds U.S. Gov Money Market R6 | — | — | — | $1.1M | 5.1% | |
| American Funds The Inc Fund of Amer R6 | — | — | — | $833K | 4.0% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $497K | 2.4% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $491K | 2.4% | |
| iShares S&P 500 Index Fund - Institutional | — | — | — | $487K | 2.3% | |
| Amer Funds Cap Wld Gth and Inc Fund R6 | — | — | — | $419K | 2.0% | |
| Columbia Acorn Fund - Advisor Class | — | — | — | $366K | 1.8% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $321K | 1.5% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $261K | 1.2% | |
| American Mutual Fund Class R6 | — | — | — | $179K | 0.9% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $162K | 0.8% | |
| Federated Heremes Mid Cap Idx Fund R6 | — | — | — | $136K | 0.6% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $127K | 0.6% | |
| Vanguard Mid-Cap Value Idx Fund - Adm | — | — | — | $113K | 0.5% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $92K | 0.4% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $91K | 0.4% | |
| Vanguard Small Cap Growth Idx - Admiral | — | — | — | $66K | 0.3% | |
| Fidelity Advisor Mid Cap Value Fund - Z | — | — | — | $63K | 0.3% | |
| Vanguard Info Tech Index Fund - Admiral | — | — | — | $45K | 0.2% | |
| BlackRock High Yield Bond Portfolio - Inst | — | — | — | $43K | 0.2% | |
| Vanguard Short Term Inv Grade Admiral | — | — | — | $33K | 0.2% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $32K | 0.2% | |
| Vanguard Short Term Fed Fund - Admiral | — | — | — | $30K | 0.1% | |
| American Funds New World Fund R6 | — | — | — | $28K | 0.1% | |
| Vanguard Healthcare Index Fund Admiral | — | — | — | $21K | <0.1% | |
| Participant Loans | — | — | $0 | $18K | <0.1% | |
| American Funds Cap World Bond Fund R6 | — | — | — | $17K | <0.1% | |
| Vanguard Dev Markets Idx Fund - Admiral | — | — | — | $17K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $16K | <0.1% | |
| Lord Abbett Bond Debenture Fund R6 | — | — | — | $13K | <0.1% | |
| Vanguard Small Cap Value Idx Fund Adm | — | — | — | $11K | <0.1% | |
| Vanguard Int'l Gth Fund - Admiral | — | — | — | $10K | <0.1% | |
| DFA Inflation Protected Sec Port - Inst | — | — | — | $7K | <0.1% | |
| DFA Real Estate Securities Portfolio Inst | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Fund - Inv | — | — | — | $946 | <0.1% |
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