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Original filing (PDF)20251015121240NAL0006214608001
ROADSYNC, INC
Form 5500
FILING_RECEIVED
ROADSYNC 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
44
Accounts w/ balance
61
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
82
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market ETF "" is 36% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROADSYNC, INC.
Plan sponsor
Name
ROADSYNC, INC
EIN
47-3027954
Address
730 PEACHTREE STREET NE · SUITE 830 · ATLANTA, GA · 30308
Phone
—
Industry
Finance & Insurancesee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $1.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | — | — | — | $655K | 35.9% | |
| Vanguard FTSE Developed Markets " | — | — | — | $373K | 20.5% | |
| SPDR Portfolio S&P 500 ETF " | — | — | — | $257K | 14.1% | |
| Vanguard FTSE Emerging Markets " | — | — | — | $134K | 7.3% | |
| iShares Core Total US Bond Market ETF " | — | — | — | $114K | 6.2% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF " ** 992 b SPDR MSCI Emerging Markets Fossil Fuel Free ETF " ** 411 b SPDR Portfolio S&P 400 Mid Cap " | — | — | — | $91K | 5.0% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | — | — | — | $69K | 3.8% | |
| Vanguard Total International Bond ETF " | — | — | — | $25K | 1.4% | |
| TCW Transform 500 ETF " ** 438 b Vanguard Dividend Appreciation ETF " | — | — | — | $25K | 1.4% | |
| iShares Emerging Markets USD Bond ETF " | — | — | — | $23K | 1.2% | |
| SPDR S&P Kensho New Economies Composite ETF " | — | — | — | $15K | 0.8% | |
| Vanguard LongTerm Government Bond " ** 3 b Vanguard Short-Term Inflation-Protected Securities ETF " ** 682 b Vanguard Small-Cap Value ETF " | — | — | — | $8K | 0.5% | |
| Vanguard Large-Cap ETF - DNQ " | — | — | — | $7K | 0.4% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " ** 15 b Goldman Sachs TreasuryAccess 01 Year ETF " ** 394 b iShares 0-5 Year TIPS Bond ETF " | — | — | — | $6K | 0.3% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " ** 370 b iShares MSCI ACWI Low Carbon Target ETF " | — | — | — | $4K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF " ** 721 b JPMorgan Ultra-Short Income " | — | — | — | $2K | 0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | — | — | — | $1K | <0.1% |
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