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Original filing (PDF)20250904072803NAL0009555763001
ELECTROSOFT SERVICES INC.
Form 5500
FILING_RECEIVED
ELECTROSOFT SERVICES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
189
Accounts w/ balance
139
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 ELECTROSOFT SERVICES INC..
Plan sponsor
Name
ELECTROSOFT SERVICES INC.
EIN
52-2041724
Address
1893 METRO CENTER DRIVE, SUITE 228 · RESTON, VA · 20190
Phone
(703) 918-4905
Industry
All Other Professional Services· 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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $9.3M(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
$9.2M
24 holdings
Common Collective Trust
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Interest in registered investment companies xx | — | — | — | $1.6M | 17.7% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $1.4M | 15.3% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $862K | 9.3% | |
| MFS Growth Fund Class R6 Interest in registered investment companies xx | — | — | — | $840K | 9.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $805K | 8.7% | |
| Fidelity US Bond Index Interest in registered investment companies xx | — | — | — | $753K | 8.1% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $581K | 6.3% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $408K | 4.4% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $353K | 3.8% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $248K | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $242K | 2.6% | |
| Carillon Eagle Mid Cap Growth Fund R6 Interest in registered investment companies xx | — | — | — | $215K | 2.3% | |
| Vanguard Equity Income Fund Admiral Shares Interest in registered investment companies xx | — | — | — | $206K | 2.2% | |
| Fidelity International Index Interest in registered investment companies xx | — | — | — | $205K | 2.2% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Interest in registered investment companies xx | — | — | — | $102K | 1.1% | |
| Fidelity Mid Cap Index Interest in registered investment companies xx | — | — | — | $92K | 1.0% | |
| Participant Loans Interest rates at 9.5% to 10.50%; - | — | — | — | $81K | 0.9% | |
| MFS Mid Cap Value Fund Class R6 Interest in registered investment companies xx | — | — | — | $40K | 0.4% | |
| MFS International Diversification Fund Class R6 Interest in registered investment companies xx | — | — | — | $40K | 0.4% | |
| Fidelity Small Cap Index Interest in registered investment companies xx | — | — | — | $32K | 0.3% | |
| Fidelity Advisor Total Bond Fund Class Z Interest in registered investment companies xx | — | — | — | $29K | 0.3% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $28K | 0.3% | |
| Loomis Sayles Small Cap Growth Fund Class N Interest in registered investment companies xx | — | — | — | $21K | 0.2% | |
| Fidelity Government Money Market Fund Interest bearing cash xx | — | — | — | $16K | 0.2% | |
| AllSpring Special Small Cap Value R6 Interest in registered investment companies xx | — | — | — | $11K | 0.1% |