Back to filter
Original filing (PDF)20250625104728NAL0004671619001
BRYCE SPACE AND TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
BRYCETECH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
251
Accounts w/ balance
257
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 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
- 37 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 BRYCE SPACE AND TECHNOLOGY, LLC.
Plan sponsor
Name
BRYCE SPACE AND TECHNOLOGY, LLC
EIN
46-1567262
Address
1737 KING STREET · SUITE 601 · ALEXANDRIA, VA · 22314
Phone
(703) 647-8078
Industry
All Other Professional Services· 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
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
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
BRONTIDE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENCHMARK RETIREMENT PLAN SERVICES, | — | FREDERICKSBURG, VA | CONTRACT ADMIN | $5K | — |
Investments
17 direct securities · 12 pooled funds· $11.0M(100% 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.
Uncategorized
$6.8M
17 holdings
Common Collective Trust
$4.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.0M | 18.5% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.1M | 9.5% | |
| Fidelity Total Bond Mutual Fund | — | — | — | $1.0M | 9.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.0M | 9.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.0M | 9.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $874K | 7.9% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $522K | 4.7% | |
| Empower Annuity Insurance Company of America Guaranteed Investment Contract EI Fixed Account - Series Class II Credited with Interest at 1.70% | — | — | — | $521K | 4.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $491K | 4.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $489K | 4.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $375K | 3.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $345K | 3.1% | |
| BlackRock Technology Opportunities K Mutual Fund | — | — | — | $224K | 2.0% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $165K | 1.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $156K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $148K | 1.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund ** 568 Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $147K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $123K | 1.1% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $52K | 0.5% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $52K | 0.5% | |
| American Century Real Estate R6 Mutual Fund | — | — | — | $46K | 0.4% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $34K | 0.3% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $26K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $26K | 0.2% | |
| Various Bearing Interest - * Participant Loans from 6.50% to 9.50% | — | — | — | $25K | 0.2% | |
| Janus Henderson Global Life Sciences N Mutual Fund | — | — | — | $24K | 0.2% | |
| American Funds New World R6 Mutual Fund | — | — | — | $14K | 0.1% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $12K | 0.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $4K | <0.1% |