Back to filter
Original filing (PDF)20250925123640NAL0008515185001
RAVENTEK SOLUTION PARTNERS, LLC
Form 5500
FILING_RECEIVED
RAVENTEK SOLUTION PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
255
Accounts w/ balance
300
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAVENTEK SOLUTION PARTNERS, LLC.
Plan sponsor
Name
RAVENTEK SOLUTION PARTNERS, LLC
EIN
47-5533308
Address
13900 LINCOLN PARK DRIVE, · SUITE 150 · HERNDON, VA · 20171
Phone
(833) 728-3601
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
34 direct securities· $13.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR | — | 95,468.677 | $1.9M | $1.9M | 14.5% | |
| FID 500 INDEX | — | 8,823.104 | $1.5M | $1.8M | 13.6% | |
| FID BLUE CHIP GR K6 | — | 40,649.747 | $1.3M | $1.5M | 11.3% | |
| FID FDM IDX 2035 IPR | — | 46,056.024 | $990K | $1.1M | 8.1% | |
| FID FDM IDX 2050 IPR | — | 27,539.447 | $652K | $715K | 5.4% | |
| FID FDM IDX 2040 IPR | — | 23,302.961 | $525K | $574K | 4.3% | |
| FID FDM IDX 2045 IPR | — | 21,962.531 | $517K | $569K | 4.3% | |
| FID FDM IDX 2055 IPR | — | 26,591.052 | $509K | $568K | 4.3% | |
| FID SMALL CAP GR K6 | — | 29,237.437 | $483K | $521K | 3.9% | |
| FID FDM IDX 2060 IPR | — | 23,869.737 | $393K | $432K | 3.3% | |
| FID MID CAP IDX | — | 12,608.07 | $383K | $426K | 3.2% | |
| FID GLB EX US IDX | — | 20,772.409 | $301K | $300K | 2.3% | |
| FID GOVT MMKT K6 | — | 257,342.72 | $257K | $257K | 1.9% | |
| AF AMER MUTUAL R6 | — | 3,980.302 | $204K | $220K | 1.7% | |
| FID TOTAL BOND K6 | — | 24,617.426 | $218K | $214K | 1.6% | |
| FID INTL CAP APPR K6 | — | 12,725.751 | $204K | $205K | 1.5% | |
| MFS MID CAP VALUE R6 | — | 5,538.264 | $179K | $176K | 1.3% | |
| COL EMRG MKT I3 | — | 13,150.334 | $169K | $176K | 1.3% | |
| FID FDM IDX 2025 IPR | — | 9,185.624 | $170K | $171K | 1.3% | |
| C&S REALTY SHARES Z | — | 2,569.476 | $172K | $169K | 1.3% | |
| FID SM CAP IDX | — | 5,756.236 | $148K | $159K | 1.2% | |
| FID FDM IDX 2020 IPR | — | 9,605.873 | $152K | $151K | 1.1% | |
| FID TOTAL MKT IDX | — | 918.06 | $130K | $148K | 1.1% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $117K | 0.9% | |
| FID INFL PR BD IDX | — | 12,767.449 | $118K | $114K | 0.9% | |
| FID US BOND IDX | — | 10,887.35 | $116K | $111K | 0.8% | |
| JPM GOVT BOND R6 | — | 11,547.505 | $109K | $109K | 0.8% | |
| TRP DIV GROWTH I | — | 1,247.942 | $91K | $96K | 0.7% | |
| MFS MID CAP GRTH R6 | — | 2,308.411 | $69K | $73K | 0.5% | |
| AS SPL SM CAP VAL R6 | — | 1,689.889 | $71K | $68K | 0.5% | |
| FID FDM IDX 2065 IPR | — | 4,068.609 | $56K | $60K | 0.5% | |
| FID FDM IDX INC IPR | — | 3,587.484 | $42K | $42K | 0.3% | |
| FID FDM IDX 2015 IPR | — | 441.7 | $7K | $6K | <0.1% | |
| FID FDM IDX 2070 IPR | — | 17.911 | $192 | $185 | <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
APPSPACE 401K PLAN
APPSPACE, INC.
$13.3M · 155 participants
VANGUARD INTEGRITY PROFESSIONALS
VANGUARD INTEGRITY PROFESSIONALS NV 401(K) PLAN
$13.3M · 84 participants
ACTUALIZE CONSULTING, LLC
ACTUALIZE CONSULTING, LLC 401(K) PLAN
$13.3M · 63 participants
VELSERA INC.
VELSERA 401(K) PLAN
$13.2M · 81 participants
ESENTIRE AMERICA
ESENTIRE AMERICA 401(K) PROFIT SHARING PLAN
$13.3M · 114 participants
SALESPAGE TECHNOLOGIES, LLC
SALESPAGE TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN & TRUST
$13.3M · 98 participants
Large plans in Virginia
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
LEIDOS, INC.
LEIDOS, INC. MASTER TRUST
$12.5B