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Original filing (PDF)20251014101841NAL0002603249001
STACK INFRASTRUCTURE INC.
Form 5500
FILING_RECEIVED
STACK INFRASTRUCTURE INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
466
Accounts w/ balance
509
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STACK INFRASTRUCTURE INC..
Plan sponsor
Name
STACK INFRASTRUCTURE INC.
EIN
61-1723760
Address
1700 BROADWAY, STE 1750 · DENVER, CO · 80290
Phone
(303) 916-3222
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $56K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $43.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.2M
32 holdings
Pooled Separate Account
$21.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.6M | 98.7% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | — | — | — | $3.0M | 13.6% | |
| Fidelity 500 Index Fund | — | — | — | $2.6M | 11.7% | |
| Vanguard Vangrd Trgt Retire 2050 Fd | — | — | — | $2.5M | 11.5% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | — | — | — | $2.1M | 9.6% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.8M | 8.0% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | — | — | — | $1.7M | 7.9% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | — | — | — | $1.6M | 7.3% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.2M | 5.7% | |
| New York Life NYLIWinslow LgCp Gr Fd R6 | — | — | — | $876K | 4.0% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | — | — | — | $469K | 2.1% | |
| American Funds American Funds EuroPacific R6 | — | — | — | $469K | 2.1% | |
| BlackRock BlkRck Sst Adv Lg Cp Cr Fd K | — | — | — | $374K | 1.7% | |
| American Funds American Funds Nw Prspctv R6 | — | — | — | $353K | 1.6% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | — | — | — | $343K | 1.6% | |
| Fidelity Mid Cap Idx Fd | — | — | — | $308K | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fd I | — | — | — | $289K | 1.3% | |
| Fidelity Rl Est Ind Fd | — | — | — | $279K | 1.3% | |
| Fidelity Sm Cp Ind Fd | — | — | — | $241K | 1.1% | |
| LOAN FUND Participant Loans - Rates 4.50% to 9.50% | — | — | — | $226K | 1.0% | |
| various maturity dates, 33 participants) | — | — | — | $226K | 1.0% | |
| Invesco Small Cap Grw Fnd R6 | — | — | — | $223K | 1.0% | |
| Fidelity Fid US Bd Id Fd | — | — | — | $217K | 1.0% | |
| Impax Intl Sust Eco Fd - Inst | — | — | — | $204K | 0.9% | |
| Dodge & Cox Dodge & Cox Stock Fd I | — | — | — | $124K | 0.6% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | — | — | — | $98K | 0.4% | |
| Vanguard Vangrd Trgt Retire Inc Fd | — | — | — | $73K | 0.3% | |
| and Annuity Company Voya Fixed Account, 1.50% | — | — | — | $66K | 0.3% | |
| PIMCO Glbl Bd Op (US D-Hg) Ins | — | — | — | $63K | 0.3% | |
| PIMCO CmdtyRlRtn Strat Fnd Ins | — | — | — | $50K | 0.2% | |
| First Eagle First Eagle Global Fund I | — | — | — | $44K | 0.2% | |
| Vanguard Vangrd Trgt Retire 2070 Fd | — | — | — | $25K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $3K | <0.1% |
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