Original filing (PDF)20250910203613NAL0035507648001

Noodle Partners, PBC (DBA Noodle)

Name: Noodle Partners, PBC (DBA Noodle) — Noodle Partners, Form 5500 (2024)
Creator: Noodle Partners, PBC (DBA Noodle)
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Noodle Partners, PBC (DBA Noodle) 401(k) Plan

401(k) retirement plan · Noodle Partners, PBC (DBA Noodle)'s Noodle Partners, PBC (DBA Noodle) 401(k) Plan held $15.4M in plan assets for 260 participants in 2024, with Principal as recordkeeper.

Signals · 4

Late participant contributions31% in single holdingCorrective distributions issuedSelf-directed brokerage offered

Active participants

260

Accounts w/ balance

378

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 6K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOODLE PARTNERS, PBC (DBA NOODLE).

Plan sponsor

Name

NOODLE PARTNERS, PBC (DBA NOODLE)

EIN

46-3611390all filings

Address

60 CHELSEA PIERS · NEW YORK, NY · 10011

Phone

(877) 724-9666

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMIN	$90K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	—	INVESTMENT ADVISORY	$0	—

Investments

32 direct securities · 2 pooled funds· $15.4M(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.

Mutual Funds

$8.7M

20 holdings

Common Collective Trusts

$6.1M

6 holdings

Self-Directed Brokerage

$368K

1 holding

Bonds / Notes

$133K

1 holding

Pooled Separate Account

$121K

2 holdings

Other securities

$39K

3 holdings

Common Stocks

$9K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$8.5M Fidelity$6.0M Schwab$368K BlackRock / iShares$22K MetLife$9K American Century$6K

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					% of plan
Fidelity Investments FIDELITY 500 INDEX FUND	Common Collective Trusts	—	—	$4.7M	30.6%
Vanguard Group VANGUARD TGT RMT 2050 INV FUND	Mutual Funds	—	—	$1.4M	9.3%
Vanguard Group VANGUARD TGT RMT 2060 INV FUND	Mutual Funds	—	—	$1.4M	9.0%
Vanguard Group VANGUARD TGT RMT 2055 INV FUND	Mutual Funds	—	—	$1.3M	8.2%
Vanguard Group VANGUARD SHORT TERM FED ADM FD	Mutual Funds	—	—	$943K	6.1%
Vanguard Group VANGUARD TGT RMT 2045 INV FUND	Mutual Funds	—	—	$803K	5.2%
Fidelity Investments FIDELITY INTERNATIONAL IDX FD	Common Collective Trusts	—	—	$734K	4.8%
Vanguard Group VANGUARD TGT RMT 2040 INV FUND	Mutual Funds	—	—	$603K	3.9%
Vanguard Group VANGUARD TGT RMT 2035 INV FUND	Mutual Funds	—	—	$575K	3.7%
Brokerage Accounts Schwab Funds SELF-DIRECTED BROKERAGE ACCT	Self-Directed Brokerage	—	—	$368K	2.4%
Vanguard Group VANGUARD TGT RMT 2065 INV FUND	Mutual Funds	—	—	$323K	2.1%
Vanguard Group VANGUARD TGT RMT 2030 INV FUND	Mutual Funds	—	—	$298K	1.9%
Fidelity Investments FIDELITY US BOND INDEX FUND	Common Collective Trusts	—	—	$263K	1.7%
Vanguard Group VANGUARD TGT RMT 2020 INV FUND	Mutual Funds	—	—	$237K	1.5%
Vanguard Group VANGUARD FED MONEY MRKT INV FD	Mutual Funds	—	—	$225K	1.5%
Fidelity Investments FIDELITY MID CP INDEX FUND	Common Collective Trusts	—	—	$184K	1.2%
MFS Investment Management MFS MID CAP VALUE R6 FUND	Mutual Funds	—	—	$154K	1.0%
Vanguard Group VANGUARD EQUITY-INC ADM FUND	Mutual Funds	—	—	$145K	0.9%
Notes receivable from participants Rates range from 4.25% to 9.50%	Bonds / Notes	—	—	$133K	0.9%
Vanguard Group VANGUARD TGT RMT 2025 INV FUND	Mutual Funds	—	—	$125K	0.8%
PRINCIPAL BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$119K	0.8%
Vanguard Group VANGUARD INFO TECH IDX ADM FD	Common Collective Trusts	—	—	$111K	0.7%
SEI Trust Company ALLSRING DISC SM CP GR R6	Mutual Funds	—	—	$59K	0.4%
Fidelity Investments FIDELITY SM CAP INDEX FUND	Common Collective Trusts	—	—	$59K	0.4%
Fidelity Investments FIDELITY BALANCED K FUND	Mutual Funds	—	—	$37K	0.2%
Fidelity Investments FIDELITY 500 ADVISR INTRNL GRZ FD	Mutual Funds	—	—	$35K	0.2%
Blackrock EMERG MARKETS K FUND	Other securities	—	—	$22K	0.1%
Vanguard Group VANGUARD TGT RMT 2070 INV FUND	Mutual Funds	—	—	$14K	<0.1%
Cohen & Steers COHEN & STEERS I REALTY SH FD	Other securities	—	—	$11K	<0.1%
Fidelity Investments FIDELITY INF-PR BOND INDEX FD	Mutual Funds	—	—	$10K	<0.1%
Metropolitan Life Insurance Co. METROPOLITAN WT TL RTN BD PLAN	Common Stocks	—	—	$9K	<0.1%
American Century Investments AMER CENTURY SML CAP VAL R6 FD	Other securities	—	—	$6K	<0.1%
Vanguard Group VANGUARD INDSTL INDEX ADM FD	Mutual Funds	—	—	$3K	<0.1%
PRINCIPAL HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137	Pooled Separate Account	—	—	$3K	<0.1%

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