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Original filing (PDF)20250724105358NAL0002577267001
STRAND DEVELOPMENT COMPANY LLC
Form 5500
FILING_RECEIVED
STRAND DEVELOPMENT COMPANY LLC 401(K) PLAN
401(k) retirement plan
Active participants
772
Accounts w/ balance
155
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRAND DEVELOPMENT COMPANY LLC.
Plan sponsor
Name
STRAND DEVELOPMENT COMPANY LLC
EIN
58-2319320
Address
1101 JOHNSON AVENUE · SUITE 301 · MYRTLE BEACH, SC · 29577
Phone
(843) 449-3463
Industry
Real Estatesee 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
2025-07-24
Pension benefit codes
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH SAPP BOOKHOUT ET AL
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 | $19K | — |
Investments
31 direct securities· $3.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K6 | — | 29,902.188 | — | $522K | 13.5% | |
| FidelityBlue Chip Growth K6 | — | 13,248.964 | — | $488K | 12.7% | |
| Fidelity Freedom 2035 K6 | — | 30,226.816 | — | $471K | 12.2% | |
| Fidelity Freedom2040 K6 | — | 29,361.434 | — | $338K | 8.8% | |
| Fidelity Government Money Market K6 | — | 232,974.61 | — | $233K | 6.0% | |
| Fidelity 500 Index | — | 1,121.737 | — | $229K | 5.9% | |
| ParticipantLoans | — | — | — | $206K | 5.4% | |
| Fidelity Freedom 2050 K6 | — | 14,473.377 | — | $197K | 5.1% | |
| Fidelity Total Bond K6 | — | 19,839.827 | — | $173K | 4.5% | |
| Fidelity Freedom 2045 K6 | — | 10,894.356 | — | $146K | 3.8% | |
| MFS Mid Cap Growth R6 | — | 4,190.536 | — | $132K | 3.4% | |
| Fidelity Freedom 2060 K6 | — | 8,734.763 | — | $126K | 3.3% | |
| Fidelity International Cap Appreciation K.6 | — | 5,086.156 | — | $82K | 2.1% | |
| Fidelity Freedom 2020 K6 | — | 5,589.569 | — | $80K | 2.1% | |
| Fidelity Freedom 2055 K6 | — | 4,332.892 | — | $68K | 1.8% | |
| FidelityMid Cap Index | — | 1,947.206 | — | $66K | 1.7% | |
| Fidelity Freedom2025 K6 | — | 4,701.985 | — | $64K | 1.7% | |
| Fidelity Small Cap Index | — | 1,969.402 | — | $55K | 1.4% | |
| Columbia Dividend Income 13 | — | 1,255.243 | — | $42K | 1.1% | |
| FidelityFreedom2065 K6 | — | 3,134.739 | — | $42K | 1.1% | |
| T. Rowe Price DividendGrowth I | — | 430.413 | — | $33K | 0.9% | |
| Fidelity US Bond Index | — | 2,643.611 | — | $27K | 0.7% | |
| MFS International DiversificationR6 | — | 1,159.646 | — | $26K | 0.7% | |
| Fidelity Freedom 2015 K6 | — | 2,066.53 | — | $23K | 0.6% | |
| Victory Sophus Emerging Markets R6 | — | 869.153 | — | $17K | 0.4% | |
| Fidelity Globel ex US Index | — | 695.733 | — | $10K | 0.3% | |
| Allspring Special Small Cap Value R6 | — | 147.393 | — | $6K | 0.2% | |
| Goldman SachsInfl Protected SeesR6 | — | 431.506 | — | $4K | 0.1% | |
| Fidelity Freedom Income K6 | — | 218.492 | — | $2K | <0.1% | |
| Janus Henderson Triton N | — | 77.61 | — | $2K | <0.1% | |
| Virtus Ceredex Mid Cap Value Equity R6 | — | 32.483 | — | $392 | <0.1% |
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