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Original filing (PDF)20250930220251NAL0005694499004
STEAMROLLER STUDIOS LLC
Form 5500
FILING_RECEIVED
STEAMROLLER STUDIOS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
119
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEAMROLLER STUDIOS LLC.
Plan sponsor
Name
STEAMROLLER STUDIOS LLC
EIN
46-4220932
Address
301 N BAKER ST. · SUITE 211 · MOUNT DORA, FL · 32757
Phone
(321) 234-6541
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $1.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $510K | 39.6% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $189K | 14.7% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $171K | 13.3% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $162K | 12.6% | |
| Vanguard Pacific Stock Index Fund Admiral Shares Mutual Fund ** 286 Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $97K | 7.5% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $56K | 4.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $48K | 3.8% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $10K | 0.7% | |
| Vanguard Group Reserve Fed Mm Fd Mutual Fund ** 60 Vanguard Dividend Appreciation Index Fund Mutual Fund | — | — | — | $10K | 0.7% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $5K | 0.4% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group High Dividend Yield Index Fund Admiral Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group Mid-Cap Value Index Fd - Admiral Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $3K | 0.2% | |
| Vanguard Short-Term Inflation Protected Securities Index Adm Mutual Fund | — | — | — | $3K | 0.2% | |
| Vanguard Group Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $2K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | — | — | — | $1K | 0.1% | |
| Vanguard Group Short-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Fund | — | — | — | $1K | <0.1% |
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