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Original filing (PDF)20250822165610NAL0002626755001
AD HOC LLC
Form 5500
FILING_RECEIVED
AD HOC 401(K) PLAN
401(k) retirement plan
Active participants
491
Accounts w/ balance
658
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AD HOC LLC.
Plan sponsor
Name
AD HOC LLC
EIN
46-5145367
Address
1676 INTERNATIONAL DRIVE #530 · MCLEAN, VA · 22102
Phone
(607) 743-9950
Industry
Custom Computer Programming· 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
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
31 direct securities · 1 pooled fund· $50.3M(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
$40.8M
30 holdings
Mutual Funds
$9.1M
1 holding
Common Collective Trust
$412K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $9.1M | 18.3% | |
| Fidelity Investments Freedom Index 2045 IPR Fund | — | — | — | $6.7M | 13.5% | |
| Fidelity Investments Freedom Index 2050 IPR Fund | — | — | — | $5.9M | 11.9% | |
| Fidelity Investments Freedom Index 2040 IPR Fund | — | — | — | $5.7M | 11.5% | |
| Fidelity Investments Freedom Index 2055 IPR Fund | — | — | — | $5.7M | 11.4% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $3.4M | 6.9% | |
| Fidelity Investments Freedom Index 2035 IPR Fund | — | — | — | $2.4M | 4.9% | |
| Fidelity Investments Freedom Index 2060 IPR Fund | — | — | — | $1.9M | 3.8% | |
| Fidelity Investments Freedom Index 2030 IPR Fund | — | — | — | $1.3M | 2.6% | |
| Fidelity Investments Freedom Index 2025 IPR Fund | — | — | — | $948K | 1.9% | |
| MGL Mid Cap Growth Fund | — | — | — | $687K | 1.4% | |
| Fidelity Investments Global US Index Fund | — | — | — | $580K | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $536K | 1.1% | |
| JP Morgan Large Cap Value Fund | — | — | — | $523K | 1.0% | |
| Nationwide Geneva Small Cap Growth Fund | — | — | — | $521K | 1.0% | |
| Common Collective Trust Fund * Fidelity Management Trust Company Stable Value III Fund | — | — | — | $441K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $421K | 0.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $412K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $411K | 0.8% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $400K | 0.8% | |
| Fidelity Investments Freedom Index 2020 IPR Fund | — | — | — | $368K | 0.7% | |
| MFS Mid Cap Fund | — | — | — | $367K | 0.7% | |
| Fidelity Investments Freedom Index 2065 IPR Fund | — | — | — | $329K | 0.7% | |
| Cohen & Steers Real Estate Securities I Fund | — | — | — | $317K | 0.6% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $229K | 0.5% | |
| Participant Loans*** Interest-bearing at 3.25% to 9.50%, | — | — | — | $223K | 0.4% | |
| Calvert US Large Cap Core Responsible Index Fund | — | — | — | $106K | 0.2% | |
| Dodge & Cox Income Fund | — | — | — | $83K | 0.2% | |
| Pioneer Strategic Income Fund | — | — | — | $65K | 0.1% | |
| Fidelity Investments Freedom Index Income Fund | — | — | — | $42K | <0.1% | |
| PIMCO Real Return Fund | — | — | — | $41K | <0.1% | |
| Fidelity Investments Freedom Index 2010 IPR Fund 778 * Fidelity Investments Freedom Index 2015 IPR Fund 20 Money Market Fund * Fidelity Investments Government Money Market Fund | — | — | — | $16K | <0.1% |
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