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Original filing (PDF)20250607120615NAL0022138512001
POWERHOUSE ANIMATION STUDIOS, INC.
Form 5500
FILING_RECEIVED
POWERHOUSE ANIMATION 401(K) PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
112
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERHOUSE ANIMATION STUDIOS, INC..
Plan sponsor
Name
POWERHOUSE ANIMATION STUDIOS, INC.
EIN
74-2999141
Address
8140 N. MOPAC EXPRESSWAY · BLD. 2, STE 225 · AUSTIN, TX · 78759
Phone
(512) 346-3456
Industry
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
2025-06-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES, INC. | — | BOSTON, MA | CUSTODIAN | $2K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC. | — | AUSTIN, TX | TPA, RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLASMARK FINANCIAL, INC | — | AUSTIN, TX | INVESTMENT ADVISOR | $12K | — |
Investments
19 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Personal Trust Company Fidelity 500 Index Instl Prem | — | — | — | $1.0M | 21.6% | |
| Fidelity Personal Trust Company Fidelity Large Cap Growth Index | — | — | — | $517K | 10.7% | |
| Fidelity Personal Trust Company Fidelity International Index | — | — | — | $495K | 10.3% | |
| Fidelity Personal Trust Company Fidelity Mid Cap Index | — | — | — | $464K | 9.6% | |
| Fidelity Personal Trust Company Fidelity Large Cap Value Index | — | — | — | $460K | 9.5% | |
| Fidelity Personal Trust Company Fidelity Short Term Bond Index | — | — | — | $404K | 8.4% | |
| Fidelity Personal Trust Company Fidelity US Bond Index | — | — | — | $398K | 8.3% | |
| Fidelity Personal Trust Company Fidelity Small Cap Index | — | — | — | $295K | 6.1% | |
| Fidelity Personal Trust Company Fidelity Interm Trs Bond Index | — | — | — | $244K | 5.1% | |
| Fidelity Personal Trust Company Fidelity Multi -Asset Index | — | — | — | $214K | 4.4% | |
| Fidelity Personal Trust Company Fidelity Emerging Markets Index | — | — | — | $196K | 4.1% | |
| Fidelity Personal Trust Company Vanguard Mid Cap Growth Index | — | — | — | $28K | 0.6% | |
| Participant Loans Interest Rates Range: 5.25%-10.5% | — | — | — | $18K | 0.4% | |
| Fidelity Personal Trust Company Dodge & Cox Income | — | — | — | $15K | 0.3% | |
| Fidelity Personal Trust Company Vanguard Small Cap Growth Index | — | — | — | $11K | 0.2% | |
| Fidelity Personal Trust Company Vanguard Mid-Cap Value Index | — | — | — | $8K | 0.2% | |
| Fidelity Personal Trust Company Vanguard Small Cap Value Index | — | — | — | $5K | <0.1% | |
| Fidelity Personal Trust Company DFA Global Equity | — | — | — | $4K | <0.1% | |
| Fidelity Personal Trust Company Vanguard Total Intl Bond Index | — | — | — | $2K | <0.1% |