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Original filing (PDF)20250722140403NAL0001281891001
SNAPDOCS, INC.
Form 5500
FILING_RECEIVED
SNAPDOCS 401(K) PLAN
Defined-contribution retirement plan
Active participants
205
Accounts w/ balance
402
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
10 pooled trusts
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SNAPDOCS, INC..
Plan sponsor
Name
SNAPDOCS, INC.
EIN
46-4305179
Address
440 N. BARRANCA AVENUE, #2220 · COVINA, CA · 91723
Phone
(469) 237-5300
Industry
Software Publishers· 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
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2K · 401(m) arrangement
2E · Profit-sharing
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD ROBISON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
18 direct securities · 10 pooled funds· $23.5M(96% 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.
Common Collective Trust
$15.3M
10 holdings
Uncategorized
$8.2M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.8M | 19.7% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $4.0M | 16.3% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 13.2% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.8M | 11.5% | |
| T.ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.6% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $936K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $857K | 3.5% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $635K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $541K | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $482K | 2.0% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $369K | 1.5% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Instl | — | — | — | $348K | 1.4% | |
| American Funds American Funds New Perspective R6 | — | — | — | $240K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $216K | 0.9% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $160K | 0.7% | |
| Fidelity Investments Fidelity Total Bond K6 | — | — | — | $158K | 0.6% | |
| MFS International Equity R6 | — | — | — | $147K | 0.6% | |
| American Funds American Funds New World R6 | — | — | — | $145K | 0.6% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $139K | 0.6% | |
| Principal Funds Principal Midcap Value I R6 | — | — | — | $130K | 0.5% | |
| Participant loans 4.25% - 9.5%, maturing through 2032 | — | — | — | $119K | 0.5% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | — | — | — | $117K | 0.5% | |
| PIMCO RAE US Small Instl | — | — | — | $101K | 0.4% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | — | — | — | $93K | 0.4% | |
| Principal Funds Principal Midcap R6 | — | — | — | $65K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $37K | 0.2% | |
| Voya Small Cap Growth Fund R6 | — | — | — | $28K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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