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Original filing (PDF)20251105092256NAL0008196289001
CADY STUDIOS, LLC
Form 5500
FILING_RECEIVED
CADY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
462
Accounts w/ balance
315
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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)
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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CADY STUDIOS, LLC.
Plan sponsor
Name
CADY STUDIOS, LLC
EIN
47-1677109
Address
2555 WESTSIDE PARKWAY STE. 500 · ALPHARETTA, GA · 300044191
Phone
(470) 579-6216
Industry
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
2025-11-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRAZIER AND DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
21 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $890K | 19.0% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $769K | 16.4% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $552K | 11.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $385K | 8.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $351K | 7.5% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $323K | 6.9% | |
| Fidelity Advisor Value Fund Mutual fund 473 Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $305K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $245K | 5.2% | |
| Putnam Large Cap Value Fund Mutual fund | — | — | — | $177K | 3.8% | |
| Vanguard Developed Markets Index Fund Mutual fund | — | — | — | $176K | 3.8% | |
| American Century Ultra Fund Mutual fund | — | — | — | $159K | 3.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund 195 Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $74K | 1.6% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund | — | — | — | $63K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund Mutual fund | — | — | — | $55K | 1.2% | |
| Fidelity Investment Grade Bond Fund Mutual fund | — | — | — | $49K | 1.0% | |
| DFA US Targeted Value Portfolio Mutual fund | — | — | — | $36K | 0.8% | |
| MFS Mid Cap Growth Fund Mutual fund | — | — | — | $34K | 0.7% | |
| American Century Small Cap Growth Fund Mutual fund | — | — | — | $29K | 0.6% | |
| (E) | — | — | $74K | $8K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $8K | 0.2% | |
| DFA Inflation Protected Mutual fund | — | — | — | $2K | <0.1% |