Back to filter
Original filing (PDF)20250228100141NAL0000831937001
FLYWHEEL DIGITAL LLC
Form 5500
FILING_RECEIVED
FLYWHEEL DIGITAL LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 44.4 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 44.4 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLYWHEEL DIGITAL LLC.
Plan sponsor
Name
FLYWHEEL DIGITAL LLC
EIN
47-1740408
Address
—
Phone
(443) 873-8807
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-07-31
Filed
2025-02-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | CUSTODIAL/RECORDKEEPING | $27K | — |
Investments
22 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2025 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2030 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2035 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2040 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2045 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2050 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2055 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2060 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL WORLD STOCK INDEX ET JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF LARGE-CAP GROWTH INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| INTERNATIONAL VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PERSPECTIVE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP VALUE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROW INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF SMALL CNDAP BLEN INDEX FU JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
Related plans
Other plans using JOHN HANCOCK LIFE INSURANCE COMPANY
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
$8.3B
GLAXOSMITHKLINE LLC
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN
$2.9B · 7,110 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
$2.3B · 89,128 participants
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
$927.6M · 2,436 participants
BOT OF BREWERY CONFERENCE/ANHEUSER BUSCH DEFINED BENEFIT PENSION PLAN
BREWERY CONFERENCE/ANHEUSER-BUSCH DEFINED BENEFIT PENSION PLAN
$522.2M · 729 participants
Similar-size Other Services (ex. Public Admin) plans
VALLEY NATURAL HEALTH, LLC
VALLEY NATURAL HEALTH, LLC 401(K) PLAN
$0
UJ LAS VEGAS LLC
UJ LAS VEGAS LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 14 participants
MULTI SERVICES RP LLC
MULTI SERVICES RP LLC 401K PLAN
$0
SHAVED LLC
SHAVED LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
AURA BAZAAR LLC
AURA BAZAAR LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
BOULDER WEST TEAM LLC
BOULDER WEST TEAM LLC
$0