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Original filing (PDF)20251006174850NAL0009681746001

N-ASK, INC.

Form 5500
FILING_RECEIVED
N-ASK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
92% in single holding
Active participants
128
Accounts w/ balance
172
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Other" is 92% of plan.
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 N-ASK, INC..
Plan sponsor
Name
N-ASK, INC.
EIN
54-1972998
Address
4114 LEGATO ROAD · SUITE 1100 · FAIRFAX, VA · 22033
Phone
(703) 766-8227
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BEHRENS & BANKS, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$34K

Investments

3 direct securities · 1 pooled fund· $49K(0% 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
$24K
1 holding
OTHER
$22K
1 holding
Uncategorized
$2K
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FH CAP PRESRVN R6P
FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001
Common Collective Trust
$24K<0.1%
Other
OTHER
$22K$22K<0.1%
Interest-bearing cash (include money market accounts & certificates of deposit)$1K$1K<0.1%
Value of funds held in insurance company general account (unallocated contracts)$1K$1K<0.1%

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