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Original filing (PDF)20251010100313NAL0007482577001
STRONGBRIDGE LLC
Form 5500
FILING_RECEIVED
STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
106
Accounts w/ balance
110
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
39 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRONGBRIDGE LLC.
Plan sponsor
Name
STRONGBRIDGE LLC
EIN
54-2052504
Address
21355 RIDGETOP CIRCLE, SUITE 200 · STERLING, VA · 201668503
Phone
(571) 257-2370
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
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
39 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Growth Fund Mutual Fund NR | — | — | — | $2.3M | 19.8% | |
| Vanguard Growth Index Fund Mutual Fund NR | — | — | — | $816K | 6.9% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $797K | 6.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund NR | — | — | — | $592K | 5.0% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | — | — | — | $550K | 4.6% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund NR | — | — | — | $549K | 4.6% | |
| American Funds American Balanced Fund Mutual Fund NR | — | — | — | $472K | 4.0% | |
| Columbia Contrarian Core Fund Mutual Fund NR | — | — | — | $463K | 3.9% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | — | — | — | $459K | 3.9% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund NR | — | — | — | $425K | 3.6% | |
| Vanguard Short-Term Investment-Grade Fund Mutual Fund NR | — | — | — | $396K | 3.3% | |
| Blackrock Liquidity Funds FedFund Mutual Fund NR | — | — | — | $339K | 2.9% | |
| Vanguard Developed Markets Index Fund Mutual Fund NR | — | — | — | $333K | 2.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund NR | — | — | — | $309K | 2.6% | |
| Vanguard Value Index Fund Mutual Fund NR | — | — | — | $263K | 2.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund NR | — | — | — | $243K | 2.1% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund NR | — | — | — | $239K | 2.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $219K | 1.8% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund NR | — | — | — | $202K | 1.7% | |
| DFA Intermediate Government Fixed Income Fund Mutual Fund NR | — | — | — | $190K | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | — | — | — | $189K | 1.6% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $186K | 1.6% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund NR | — | — | — | $161K | 1.4% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $134K | 1.1% | |
| Virtus KAR Small-Cap Growth Fund Mutual Fund NR | — | — | — | $118K | 1.0% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund NR | — | — | — | $96K | 0.8% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund NR | — | — | — | $94K | 0.8% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund NR | — | — | — | $93K | 0.8% | |
| Various, bearing interest from * Participant loan 8.75% - 9.50% - | — | — | — | $91K | 0.8% | |
| MFS Total Return Bond Fund Mutual Fund NR | — | — | — | $79K | 0.7% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | — | — | — | $77K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund NR | — | — | — | $68K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund NR | — | — | — | $55K | 0.5% | |
| DFA U.S. Large Cap Value Portfolio Mutual Fund NR | — | — | — | $51K | 0.4% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | — | — | — | $47K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund NR | — | — | — | $39K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund NR | — | — | — | $36K | 0.3% | |
| DFA U.S. Small Cap Value Portfolio Mutual Fund NR | — | — | — | $34K | 0.3% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund NR | — | — | — | $3K | <0.1% |
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