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Original filing (PDF)20251014085128NAL0002443857001
FINALSITE HOLDINGS, INC.
Form 5500
FILING_RECEIVED
FINALSITE 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
449
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
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)
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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINALSITE HOLDINGS, INC..
Plan sponsor
Name
FINALSITE HOLDINGS, INC.
EIN
45-5495914
Address
655 WINDING BROOK DRIVE · GLASTONBURY, CT · 06033
Phone
(860) 362-0134
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $30K | — |
Investments
30 direct securities· $39.4M(99% of reported assets)
Uncategorized
$33.3M
29 holdings
Mutual Funds
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund PR | Mutual Funds | — | — | $6.1M | 15.3% | |
| American Funds American Fund Target Date 2050 R5E | — | — | — | $4.5M | 11.4% | |
| American Funds American Fund Target Date 2055 R5E | — | — | — | $4.3M | 10.9% | |
| American Funds American Fund Target Date 2040 R5E | — | — | — | $3.7M | 9.3% | |
| American Funds American Fund Target Date 2045 R5E | — | — | — | $3.0M | 7.5% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Advisor | — | — | — | $2.8M | 7.0% | |
| American Funds American Fund Target Date 2035 R5E | — | — | — | $2.1M | 5.3% | |
| American Funds American Funds Balanced Fund R5E | — | — | — | $1.5M | 3.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 3.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.2M | 3.0% | |
| American Funds American Fund Target Date 2060 R5E | — | — | — | $1.2M | 2.9% | |
| American Funds American Fund Target Date 2030 R5E | — | — | — | $1.0M | 2.6% | |
| American Funds American Fund Target Date 2025 R5E | — | — | — | $875K | 2.2% | |
| Columbia Dividend Income Advance | — | — | — | $762K | 1.9% | |
| BlackRock Mid-Cap Growth Equity Investor A Shares | — | — | — | $747K | 1.9% | |
| Western Asset Western Asset Core Bond I | — | — | — | $700K | 1.8% | |
| Columbia Commodity Strategy Unstitutional 3 | — | — | — | $693K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $661K | 1.7% | |
| Invesco Global Fund Y | — | — | — | $555K | 1.4% | |
| Money Market Funds * Fidelity Investments Fidelity Government Money Market Fund K6 | — | — | — | $350K | 0.9% | |
| Columbia Cohen & Steers Real Estate Securities Fund, Inc. Class A | — | — | — | $275K | 0.7% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value I | — | — | — | $273K | 0.7% | |
| Invesco Developing Markets Fund Y | — | — | — | $218K | 0.5% | |
| Janus Henderson Janus Henderson Triton T | — | — | — | $160K | 0.4% | |
| PGIM High Yield R4 | — | — | — | $137K | 0.3% | |
| American Funds American Fund Target Date 2065 R5E | — | — | — | $90K | 0.2% | |
| Fidelity Investments Fidelity Advisor International Capital Appreciation I | — | — | — | $63K | 0.2% | |
| American Funds American Fund Target Date 2010 R5E | — | — | — | $42K | 0.1% | |
| Virtus Vertus Ceredex Mid-Cap Value Equity I | — | — | — | $34K | <0.1% | |
| American Funds American Fund Target Date 2020 R5E | — | — | — | $32K | <0.1% |
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