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Original filing (PDF)20250722153421NAL0001338019001
SIGNATUREFD, LLC
Form 5500
FILING_RECEIVED
SIGNATUREFD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
129
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
28 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGNATUREFD, LLC.
Plan sponsor
Name
SIGNATUREFD, LLC
EIN
58-2323085
Address
1230 PEACHTREE STREET, NE · SUITE 1800 · ATLANTA, GA · 30309
Phone
(404) 253-7600
Industry
CPA Offices· 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
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 | $17K | — |
Investments
28 direct securities· $27.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts - SignatureFD Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | — | — | — | $5.3M | 19.5% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $3.8M | 14.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.9M | 10.6% | |
| Fidelity Large Cap Value Index Fund Registered Investment Company | — | — | — | $2.2M | 7.9% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $2.1M | 7.8% | |
| Fidelity Freedom Index 2040 Investor Registered Investment Company | — | — | — | $1.8M | 6.6% | |
| Vanguard International Value Fund Registered Investment Company ** 698 Vanguard Dividend Growth Fund Registered Investment Company | — | — | — | $1.6M | 5.9% | |
| Fidelity Freedom Index 2035 Investor Registered Investment Company | — | — | — | $1.4M | 5.1% | |
| Fidelity Freedom Index 2030 Investor Registered Investment Company | — | — | — | $1.2M | 4.4% | |
| Fidelity Freedom Index 2050 Investor Registered Investment Company | — | — | — | $888K | 3.3% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | — | $834K | 3.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $811K | 3.0% | |
| Fidelity Freedom Index 2045 Investor Registered Investment Company | — | — | — | $651K | 2.4% | |
| Fidelity Freedom Index 2055 Investor Registered Investment Company | — | — | — | $449K | 1.6% | |
| Vanguard Total Bond Market Index Fund Registered Investment Company | — | — | — | $389K | 1.4% | |
| Participant Loans Interest Rates 4.25% to 8.50% -0- | — | — | — | $184K | 0.7% | |
| Fidelity Freedom Index 2025 Investor Registered Investment Company | — | — | — | $168K | 0.6% | |
| Money Market Fund - * Fidelity Government Money Market Fund Class K6 Registered Investment Company | — | — | — | $96K | 0.4% | |
| Fidelity Extended Market Index Fund-Investor Class Registered Investment Company | — | — | — | $88K | 0.3% | |
| Vanguard International Growth Fund Registered Investment Company | — | — | — | $85K | 0.3% | |
| Fidelity Freedom Index 2060 Investor Registered Investment Company | — | — | — | $81K | 0.3% | |
| Fidelity Freedom Index Income Investor Registered Investment Company | — | — | — | $64K | 0.2% | |
| PIMCO Short-Term Fund Institutional Class Registered Investment Company | — | — | — | $54K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Registered Investment Company | — | — | — | $53K | 0.2% | |
| Fidelity Freedom Index 2065 Investor Registered Investment Company | — | — | — | $44K | 0.2% | |
| Fidelity Real Estate Index Fund Registered Investment Company | — | — | — | $12K | <0.1% | |
| Vanguard High-Yield Corporate Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| PRIMECAP Odyssey Growth Fund Registered Investment Company | — | — | — | $2K | <0.1% |
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