Back to filter
Original filing (PDF)20251001143950NAL0017945715001
FISHTECH GROUP, LLC
Form 5500
FILING_RECEIVED
FISHTECH GROUP 401(K) PLAN
401(k) retirement plan
Active participants
387
Accounts w/ balance
412
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHTECH GROUP, LLC.
Plan sponsor
Name
FISHTECH GROUP, LLC
EIN
47-4959203
Address
13333 HOLMES RD · KANSAS CITY, MO · 64146
Phone
(816) 832-4187
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
2025-10-01
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, 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 | $94K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $39K | — |
Investments
27 direct securities · 6 pooled funds· $18.5M(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.
Uncategorized
$15.9M
26 holdings
Common Collective Trust
$2.4M
6 holdings
Mutual Funds
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | $14K | $2.9M | 15.7% | |
| JPM SR BLEND 2050 R6 | — | — | $62K | $2.1M | 11.1% | |
| JPM SR BLEND 2045 R6 | — | — | $49K | $1.6M | 8.8% | |
| JPM SR BLEND 2040 R6 | — | — | $52K | $1.6M | 8.7% | |
| JPM SR BLEND 2055 R6 | — | — | $49K | $1.6M | 8.7% | |
| JPM SR BLEND 2060 R6 | — | — | $50K | $1.3M | 7.0% | |
| JPM SR BLEND 2035 R6 | — | — | $44K | $1.3M | 6.9% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $63K | $970K | 5.3% | |
| JPM SR BLEND 2030 R6 | — | — | $37K | $965K | 5.2% | |
| FID NASDAQ COMP INDX | — | — | $2K | $501K | 2.7% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $30K | $403K | 2.2% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $30K | $393K | 2.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | $36K | $359K | 1.9% | |
| JPM MID CAP GRTH R6 | — | — | $6K | $317K | 1.7% | |
| FID SM CAP IDX | — | — | $11K | $305K | 1.6% | |
| FID MID CAP IDX | — | — | $6K | $212K | 1.1% | |
| HTFD STRAT INC R6 | — | — | $27K | $210K | 1.1% | |
| Notes Receivable from Participants * Various Maturity dates through November 2029; interest rates ranging from 4.25% to 9.50% | — | — | — | $192K | 1.0% | |
| FID INTL INDEX | — | — | $4K | $184K | 1.0% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | $14K | $180K | 1.0% | |
| GS EMRG MKTS EQ R6 | Mutual Funds | — | $7K | $173K | 0.9% | |
| JPM SR BLEND INC R6 | — | — | $7K | $123K | 0.7% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $10K | $113K | 0.6% | |
| JPM SR BLEND 2025 R6 | — | — | $5K | $112K | 0.6% | |
| C&S REAL ESTATE Z | — | — | $6K | $112K | 0.6% | |
| JPM SR BLEND 2020 R6 | — | — | $4K | $75K | 0.4% | |
| INVS SMCP GRTH R6 | — | — | $2K | $62K | 0.3% | |
| SS AGGR BOND IDX K 513.702 | — | — | — | $44K | 0.2% | |
| AS SPL SM CAP VAL R6 767.963 | — | — | — | $31K | 0.2% | |
| FID GOVT MMKT K6 | — | — | $30K | $30K | 0.2% | |
| PGIM HIGH YIELD R6 | — | — | $6K | $29K | 0.2% | |
| AF INFL LINKED BD R6 | — | — | $2K | $18K | <0.1% | |
| JPM SR BLEND 2065 R6 530.859 | — | — | — | $11K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
CTIS INC.
CTIS INC. 401K PROFIT SHARING PLAN
$18.6M · 65 participants
IT SOFT USA INC.
IT SOFT USA, INC. 401(K) PLAN
$18.6M · 165 participants
APPEN AI INC
APPEN AI INC RETIREMENT PLAN
$18.7M · 150 participants
MOBIQUITY, INC.
MOBIQUITY 401(K) PROFIT SHARING PLAN
$18.2M · 100 participants
ACUMATICA, INC.
ACUMATICA, INC. 401(K) PLAN
$18.1M · 224 participants
CADD MICROSYSTEMS, INC.
CADD MICROSYSTEMS, INC. 401(K) PLAN
$18.1M · 57 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B