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Original filing (PDF)20251013153232NAL0002307008001
SLAVIC INTEGRATED ADMINISTRATION, INC.
Form 5500
FILING_RECEIVED
SLAVIC SECURE PEP
401(k) retirement plan
Signals · 3
32% in single holding~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,840
Accounts w/ balance
1,653
Plan assets (EOY)
$49.1M
Net assets (EOY)
$49.1M
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 (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admira Mutual Fund (1)" is 32% of plan.
- 87 bps in Schedule C fees — 202% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLAVIC INTEGRATED ADMINISTRATION, INC..
Plan sponsor
Name
SLAVIC INTEGRATED ADMINISTRATION, INC.
EIN
65-0608221
Address
1075 BROKEN SOUND PARKWAY NW · SUITE 100 · BOCA RATON, FL · 33445
Phone
(561) 235-3825
Industry
Finance & Insurancesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT ADVISOR | $117K | — |
TPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admira Mutual Fund (1) | — | — | — | $15.5M | 31.5% | |
| Fidelity US Bond Index Mutual Fund (1) | — | — | — | $7.0M | 14.3% | |
| Fidelity 500 Index Mutual Fund (1) | — | — | — | $4.1M | 8.4% | |
| iShares MSCI EAFE International Index K Mutual Fund (1) | — | — | — | $3.8M | 7.7% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | — | — | — | $2.6M | 5.3% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | — | — | — | $1.7M | 3.5% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | — | — | — | $1.5M | 3.0% | |
| Notes receivable from participants (interest rate range 4.25%-9.50%) | — | — | — | $1.2M | 2.4% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | — | — | — | $1.1M | 2.2% | |
| Vanguard US Growth Admiral Mutual Fund (1) | — | — | — | $1.0M | 2.1% | |
| Vanguard Information Technology Index Ad Mutual Fund (1) | — | — | — | $934K | 1.9% | |
| Vanguard Federal Money Market Mutual Fund (1) | — | — | — | $838K | 1.7% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | — | — | — | $748K | 1.5% | |
| Vanguard Target Retirement 2030 Mutual Fund (1) | — | — | — | $734K | 1.5% | |
| Fidelity Large Cap Value Index Mutual Fund (1) | — | — | — | $681K | 1.4% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | — | — | — | $540K | 1.1% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund (1) | — | — | — | $466K | 1.0% | |
| Vanguard Short-Term Inf Prot Index Admir Mutual Fund (1) | — | — | — | $460K | 0.9% | |
| Vanguard Small Cap Index Admiral Mutual Fund (1) | — | — | — | $441K | 0.9% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | — | — | — | $424K | 0.9% | |
| BlackRock Mid Cap Growth Eq Port CL K Mutual Fund (1) | — | — | — | $370K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund (1) | — | — | — | $344K | 0.7% | |
| American Funds New Perspective R6 Mutual Fund (1) | — | — | — | $263K | 0.5% | |
| Franklin Small Cap Growth R6 Mutual Fund (1) | — | — | — | $251K | 0.5% | |
| American Funds EuroPacifc R6 Mutual Fund (1) | — | — | — | $231K | 0.5% | |
| Vanguard Small Cap Value Index Adm Mutual Fund (1) | — | — | — | $216K | 0.4% | |
| Fidelity Emerging Markets Index Mutual Fund (1) | — | — | — | $203K | 0.4% | |
| Vanguard Real Estate Index Admiral Mutual Fund (1) | — | — | — | $182K | 0.4% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund (1) | — | — | — | $176K | 0.4% | |
| Fidelity Short-Term Bond Index Mutual Fund (1) | — | — | — | $169K | 0.3% | |
| Vanguard Materials Index Adm Mutual Fund (1) | — | — | — | $133K | 0.3% | |
| Fidelity Select Utilities Mutual Fund (1) | — | — | — | $108K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund (1) | — | — | — | $98K | 0.2% | |
| DFA Inflation Protected SEC Port Mutual Fund (1) | — | — | — | $81K | 0.2% | |
| John Hancock Bond R6 Mutual Fund (1) | — | — | — | $75K | 0.2% | |
| Vanguard Short-Term Federal Admiral Mutual Fund (1) | — | — | — | $47K | <0.1% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) | — | — | — | $45K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund (1) | — | — | — | $43K | <0.1% |
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