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Original filing (PDF)20251022155713NAL0001837827001
CLAIM ASSIST SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
CLAIM ASSIST SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
1,403
Accounts w/ balance
519
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "U.S. Asset Conservative 1 U.S. 0" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAIM ASSIST SOLUTIONS, LLC.
Plan sponsor
Name
CLAIM ASSIST SOLUTIONS, LLC
EIN
74-3017360
Address
16 CASCADE CAVERNS RD. · BOERNE, TX · 78015
Phone
(830) 331-1626
Industry
Finance & Insurancesee 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
2025-10-22
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SOL SCHWARTZ & ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Investments
19 direct securities · 3 pooled funds· $8.5M(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
$4.9M
19 holdings
Common Collective Trust
$3.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| U.S. ASSET CONSERVATIVE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 318 | Common Collective Trust | — | — | $2.8M | 32.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.4M | 16.8% | |
| U.S. ASSET AGGRESSIVE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 320 | Common Collective Trust | — | — | $624K | 7.3% | |
| Franklin Dynatech R6 Franklin 0 | — | — | — | $436K | 5.1% | |
| Dodge & Cox Stock Fund I Dodge 0 | — | — | — | $403K | 4.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $397K | 4.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $373K | 4.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $281K | 3.3% | |
| U.S. ASSET MODERATE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 319 | Common Collective Trust | — | — | $270K | 3.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $235K | 2.7% | |
| Putnam Small Cap Growth Y Putnam 0 | — | — | — | $184K | 2.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $160K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $151K | 1.8% | |
| Vanguard Core Bond Adm Vanguard 0 | — | — | — | $150K | 1.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $131K | 1.5% | |
| Dodge & Cox Income Fund I Dodge 0 | — | — | — | $127K | 1.5% | |
| PIMCO RAE PLUS Small Instl PIMCO 0 | — | — | — | $96K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $85K | 1.0% | |
| BrandywineGLOBAL High Yield IS BrandywineGLOBAL 0 | — | — | — | $71K | 0.8% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $67K | 0.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $64K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $39K | 0.5% |
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