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Original filing (PDF)20251015144848NAL0005184705001
SPARKHOUND, LLC
Form 5500
FILING_RECEIVED
SPARKHOUND, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
116
Accounts w/ balance
185
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
19 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPARKHOUND, LLC.
Plan sponsor
Name
SPARKHOUND, LLC
EIN
72-1418443
Address
515 MOUTON STREET · SUITE 201 · BATON ROUGE, LA · 70806
Phone
(225) 216-1500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | 36-4291971 | — | PLAN ADMINISTRATOR | $22K | — |
Investments
19 direct securities· $7.7M(100% of reported assets)
Uncategorized
$6.7M
18 holdings
Mutual Funds
$906K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.5M | 19.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 14.5% | |
| Alliance Bernstein Large Cap Growth Fund - Class Z | Mutual Funds | — | — | $906K | 11.8% | |
| Fidelity 500 Index Fund | — | — | — | $822K | 10.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $789K | 10.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $583K | 7.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $416K | 5.4% | |
| Vanguard Target Retirement 2020 Fund ** 471 Vanguard Target Retirement 2025 Fund | — | — | — | $392K | 5.1% | |
| American Funds American Balanced Fund - Class R6 | — | — | — | $358K | 4.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $318K | 4.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $172K | 2.3% | |
| Vanguard Money Market Mutual Fund | — | — | — | $137K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $72K | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $32K | 0.4% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $29K | 0.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $7K | <0.1% | |
| Fidelity Total Bond K6 Fund | — | — | — | $6K | <0.1% | |
| American Funds Europacific Growth R6 ** 27 American Funds New World Fund - Class R6 | — | — | — | $4K | <0.1% | |
| Fidelity International Index Fund | — | — | — | $3K | <0.1% |
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