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Original filing (PDF)20250924101403NAL0006614001001
REPAIRIFY, INC.
Form 5500
FILING_RECEIVED
REPAIRIFY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
532
Accounts w/ balance
593
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 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 REPAIRIFY, INC..
Plan sponsor
Name
REPAIRIFY, INC.
EIN
47-4310131
Address
5700 TENNYSON PKWY · SUITE 600 · PLANO, TX · 75024
Phone
(469) 331-0160
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
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
22 direct securities · 4 pooled funds· $17.2M(97% 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
$16.5M
22 holdings
Common Collective Trust
$617K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $2.3M | 13.0% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $1.9M | 10.7% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $1.7M | 9.9% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $1.6M | 9.0% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $1.3M | 7.6% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $1.2M | 6.9% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $1.1M | 6.0% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $742K | 4.2% | |
| Harbor CAP APP RET | — | — | — | $669K | 3.8% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $540K | 3.1% | |
| Fidelity FID INTL INDEX | — | — | — | $508K | 2.9% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $446K | 2.5% | |
| Fidelity FID US BOND IDX | — | — | — | $434K | 2.5% | |
| 9.50% with various due dates -0- | — | — | — | $426K | 2.4% | |
| American Funds AF EUROPAC GROWTH R6 | — | — | — | $426K | 2.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $421K | 2.4% | |
| T. Rowe TRP VALUE I | — | — | — | $343K | 1.9% | |
| MFS MID CAP VALUE R6 | — | — | — | $276K | 1.6% | |
| Fidelity FID MID CAP IDX | — | — | — | $196K | 1.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $168K | 1.0% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $139K | 0.8% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $94K | 0.5% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $84K | 0.5% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $68K | 0.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $44K | 0.3% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $24K | 0.1% |
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