How big is Slavic Integrated Administration, Inc.'s plan?

Slavic Integrated Administration, Inc.'s plan reported $49.1M in assets and 2,840 participants for 2024.

Original filing (PDF)20251013153232NAL0002307008001

Slavic Integrated Administration, Inc.

Name: Slavic Integrated Administration, Inc. — Form 5500 Plan 001 (2024)
Creator: Slavic Integrated Administration, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Slavic Secure PEP

401(k) retirement plan · Slavic Integrated Administration, Inc.'s Slavic Secure PEP held $49.1M in plan assets for 2,840 participants in 2024.

Signals · 4

Late participant contributions32% in single holdingCorrective distributions issued~87 bps in Sched C fees

Active participants

2,840

Accounts w/ balance

1,653

Plan assets (EOY)

$49.1M

Net assets (EOY)

$49.1M

People on this filing

Danielle Peart signed Slavic Integrated Administration, Inc.'s 2024 Form 5500 as plan administrator.

Danielle Peart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Slavic Integrated Administration, Inc.'s EIN is 65-0608221.

EIN 65-0608221

Plan number 001

Plan year 2024

ACK ID 20251013153232NAL0002307008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Slavic Integrated Administration, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Slavic Integrated Administration, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLAVIC INTEGRATED ADMINISTRATION, INC..

Finding similar companies…

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1089K (8% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (6th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

SLAVIC INTEGRATED ADMINISTRATION, INC.

EIN

all filings

Address

1075 BROKEN SOUND PARKWAY NW · SUITE 100 · BOCA RATON, FL · 33445

Phone

(561) 235-3825

Industry

Finance & Insurance

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

2025-10-13

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)

2W · Pooled employer plan (PEP)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP	59-2749576	—	INVESTMENT ADVISOR	$117K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$313K	—

Investments

38 direct securities· $48.8M(99% of reported assets)

Mutual Funds

$23.8M

32 holdings

Common Collective Trusts

$19.6M

2 holdings

Other securities

$4.2M

3 holdings

Bonds / Notes

$1.2M

1 holding

					% of plan
Vanguard Total Stock Market Index Admira Mutual Fund (1)	Common Collective Trusts	—	—	$15.5M	31.5%
Fidelity US Bond Index Mutual Fund (1)	Mutual Funds	—	—	$7.0M	14.3%
Fidelity 500 Index Mutual Fund (1)	Common Collective Trusts	—	—	$4.1M	8.4%
iShares MSCI EAFE International Index K Mutual Fund (1)	Other securities	—	—	$3.8M	7.7%
Vanguard Target Retirement 2040 Mutual Fund (1)	Mutual Funds	—	—	$2.6M	5.3%
Vanguard Target Retirement 2045 Mutual Fund (1)	Mutual Funds	—	—	$1.7M	3.5%
Vanguard Target Retirement 2035 Mutual Fund (1)	Mutual Funds	—	—	$1.5M	3.0%
Notes receivable from participants (interest rate range 4.25%-9.50%)	Bonds / Notes	—	—	$1.2M	2.4%
Vanguard Target Retirement 2050 Mutual Fund (1)	Mutual Funds	—	—	$1.1M	2.2%
Vanguard US Growth Admiral Mutual Fund (1)	Mutual Funds	—	—	$1.0M	2.1%
Vanguard Information Technology Index Ad Mutual Fund (1)	Mutual Funds	—	—	$934K	1.9%
Vanguard Federal Money Market Mutual Fund (1)	Mutual Funds	—	—	$838K	1.7%
Vanguard Target Retirement 2055 Mutual Fund (1)	Mutual Funds	—	—	$748K	1.5%
Vanguard Target Retirement 2030 Mutual Fund (1)	Mutual Funds	—	—	$734K	1.5%
Fidelity Large Cap Value Index Mutual Fund (1)	Mutual Funds	—	—	$681K	1.4%
Vanguard Target Retirement 2060 Mutual Fund (1)	Mutual Funds	—	—	$540K	1.1%
Vanguard Mid Cap Value Index Admiral Mutual Fund (1)	Mutual Funds	—	—	$466K	1.0%
Vanguard Short-Term Inf Prot Index Admir Mutual Fund (1)	Mutual Funds	—	—	$460K	0.9%
Vanguard Small Cap Index Admiral Mutual Fund (1)	Mutual Funds	—	—	$441K	0.9%
Vanguard Target Retirement 2025 Mutual Fund (1)	Mutual Funds	—	—	$424K	0.9%
BlackRock Mid Cap Growth Eq Port CL K Mutual Fund (1)	Other securities	—	—	$370K	0.8%
Fidelity Mid Cap Index Mutual Fund (1)	Mutual Funds	—	—	$344K	0.7%
American Funds New Perspective R6 Mutual Fund (1)	Mutual Funds	—	—	$263K	0.5%
Franklin Small Cap Growth R6 Mutual Fund (1)	Mutual Funds	—	—	$251K	0.5%
American Funds EuroPacifc R6 Mutual Fund (1)	Mutual Funds	—	—	$231K	0.5%
Vanguard Small Cap Value Index Adm Mutual Fund (1)	Mutual Funds	—	—	$216K	0.4%
Fidelity Emerging Markets Index Mutual Fund (1)	Mutual Funds	—	—	$203K	0.4%
Vanguard Real Estate Index Admiral Mutual Fund (1)	Mutual Funds	—	—	$182K	0.4%
Vanguard Target Retirement 2065 Inv Mutual Fund (1)	Mutual Funds	—	—	$176K	0.4%
Fidelity Short-Term Bond Index Mutual Fund (1)	Mutual Funds	—	—	$169K	0.3%
Vanguard Materials Index Adm Mutual Fund (1)	Mutual Funds	—	—	$133K	0.3%
Fidelity Select Utilities Mutual Fund (1)	Mutual Funds	—	—	$108K	0.2%
Vanguard Target Retirement 2070 Mutual Fund (1)	Mutual Funds	—	—	$98K	0.2%
DFA Inflation Protected SEC Port Mutual Fund (1)	Mutual Funds	—	—	$81K	0.2%
John Hancock Bond R6 Mutual Fund (1)	Other securities	—	—	$75K	0.2%
Vanguard Short-Term Federal Admiral Mutual Fund (1)	Mutual Funds	—	—	$47K	<0.1%
Vanguard Target Retirement 2020 Mutual Fund (1)	Mutual Funds	—	—	$45K	<0.1%
Vanguard Target Retirement Income Mutual Fund (1)	Mutual Funds	—	—	$43K	<0.1%