Back to filter
Original filing (PDF)20251014163102NAL0001684995001
SLICE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SLICE SOLUTIONS, INC. 401K PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
147
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
28 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T Rowe Price Int US SC Gr Eq I" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLICE SOLUTIONS, INC..
Plan sponsor
Name
SLICE SOLUTIONS, INC.
EIN
47-4780832
Address
902 BROADWAY, 19TH FLOOR · NEW YORK, NY · 10010
Phone
(888) 974-9928
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | INVESTMENT ADVISORY | $0 | — |
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVIOSRY | $0 | — |
Investments
21 direct securities · 10 pooled funds· $10.2M(100% 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.
Common Collective Trust
$5.9M
10 holdings
Uncategorized
$4.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 27.1% | |
| T Rowe Price Int US SC Gr Eq I | — | — | $0 | $2.2M | 27.1% | |
| PUTNAM LARGE CAP VALUE R6 FUND | — | — | $0 | $1.3M | 16.1% | |
| PRINC LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 16.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $790K | 9.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $740K | 9.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $370K | 4.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTERS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $326K | 4.1% | |
| FIDELITY INT'L BOND INDEX FD | — | — | $0 | $168K | 2.1% | |
| MFS INTERNTL EQUITY R6 FUND | — | — | $0 | $168K | 2.1% | |
| FID LC GR INDEX FUND | — | — | $0 | $142K | 1.8% | |
| PRIN MIDCAP VALUE I R6 FUND | — | — | $0 | $128K | 1.6% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $83K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $75K | 0.9% | |
| PGIM High Yield R6 Fund | — | — | $0 | $47K | 0.6% | |
| Fidelity US Bond Index Fund | — | — | $0 | $34K | 0.4% | |
| DFA US Targeted Value I Fund | — | — | $0 | $34K | 0.4% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $24K | 0.3% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $23K | 0.3% | |
| Fidelity 500 Index Fund | — | — | $0 | $18K | 0.2% | |
| PRINC LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $18K | 0.2% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $16K | 0.2% | |
| PGIM TOTAL RET BOND R6 FD | — | — | $0 | $12K | 0.2% | |
| Prin LifeTime Hybr 2050 CIT Z | — | — | $0 | $12K | 0.2% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $11K | 0.1% | |
| iShares Dev RE Index K Fd | — | — | $0 | $10K | 0.1% | |
| Fidelity Inf-Pr Bond Index Fd | — | — | $0 | $5K | <0.1% | |
| PRIN LIFETIME HYBRD 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $4K | <0.1% | |
| Principal Guaranteed Option | — | — | $0 | $4K | <0.1% | |
| Fidelity Total Int Idx Fund | — | — | $0 | $3K | <0.1% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $3K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Professional & Technical Services plans
FOCUS TECHNOLOGY SOLUTIONS, INC.
FOCUS TECHNOLOGY SOLUTIONS 401(K) PLAN
$8.0M · 95 participants
RENEW HOME, LLC
RENEW HOME, LLC 401(K) PLAN
$8.0M · 130 participants
PALITTO CONSULTING SERVICES
PALITTO CONSULTING SERVICES 401K PLAN
$8.0M · 137 participants
ENFOTECH & CONSULTING, INC.
ENFOTECH & CONSULTING, INC. 401(K) PLAN
$8.0M · 43 participants
PEACHTREE DATA, INC.
PEACHTREE DATA, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 14 participants
MAQ, LLC DBA MAQ SOFTWARE
MAQ, LLC DBA MAQ SOFTWARE 401(K) PLAN
$8.0M · 132 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B