Original filing (PDF)20251013163825NAL0001720641001

FUELCOMM, INC

Name: FUELCOMM, INC — STACKLINE 401(K) PLAN, Form 5500 (2024)
Creator: FUELCOMM, INC

Form 5500

FILING_RECEIVED

STACKLINE 401(K) PLAN

401(k) retirement plan

Active participants

212

Accounts w/ balance

256

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

40 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUELCOMM, INC.

Plan sponsor

Name

FUELCOMM, INC

EIN

47-1836730

Address

801 5TH AVENUE, SUITE 2800 · SEATTLE, WA · 98104

Phone

(214) 287-2080

Industry

Data Processing, Hosting· 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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$32K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Investments

25 direct securities· $17.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FIDELITY FREEDOM INDEX 2050 INSTL PREM Mutual Fund	—	—	—	$3.3M	19.4%
FIDELITY FREEDOM INDEX 2055 INSTL PREM Mutual Fund	—	—	—	$2.9M	17.2%
FIDELITY 500 INDEX Mutual Fund	—	—	—	$2.4M	13.9%
FIDELITY FREEDOM INDEX 2060 INSTL PREM Mutual Fund	—	—	—	$2.1M	12.6%
FIDELITY TOTAL MARKET INDEX Mutual Fund	—	—	—	$1.6M	9.3%
FIDELITY TOTAL INTERNATIONAL INDEX Mutual Fund	—	—	—	$873K	5.1%
FIDELITY FREEDOM INDEX 2045 INSTL PREM Mutual Fund	—	—	—	$770K	4.5%
FIDELITY EXTENDED MARKET INDEX Mutual Fund	—	—	—	$536K	3.2%
FIDELITY GLOBAL EX US INDEX Mutual Fund	—	—	—	$516K	3.0%
FIDELITY FREEDOM INDEX 2065 INSTL PREM Mutual Fund	—	—	—	$409K	2.4%
FIDELITY FREEDOM INDEX 2040 INSTL PREM Mutual Fund	—	—	—	$286K	1.7%
FIDELITY SMALL CAP INDEX Mutual Fund	—	—	—	$249K	1.5%
AMERICAN FUNDS FUNDAMENTAL INVESTORS R6 Mutual Fund	—	—	—	$230K	1.3%
AMERICAN FUNDS INCOME FUND OF AMERICA R6 Mutual Fund	—	—	—	$203K	1.2%
COLUMBIA SMALL CAP INDEX INSTL 3 Mutual Fund	—	—	—	$175K	1.0%
STATE STREET AGGREGATE BOND INDEX K Mutual Fund	—	—	—	$147K	0.9%
FIDELITY FREEDOM INDEX 2035 INSTL PREM Mutual Fund	—	—	—	$62K	0.4%
BLACKROCK ADV SMALL CAP GROWTH INSTL Mutual Fund	—	—	—	$54K	0.3%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund	—	—	—	$53K	0.3%
EI FIXED ACCOUNT - SERIES CLASS I Group Annuity Contract	—	—	—	$44K	0.3%
MFS TOTAL RETURN BOND R6 Mutual Fund	—	—	—	$31K	0.2%
AMERICAN FUNDS GR AND INC PORT R-6 Mutual Fund	—	—	—	$18K	0.1%
T. ROWE PRICE EXTENDED EQUITY MARKET IDX Mutual Fund	—	—	—	$17K	<0.1%
FRANKLIN INCOME R6 Mutual Fund	—	—	—	$15K	<0.1%
FIDELITY FREEDOM INDEX INC INSTL PREM Mutual Fund	—	—	—	$10K	<0.1%