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Original filing (PDF)20250903135959NAL0026095872001
REDVECTOR.COM, LLC
Form 5500
FILING_RECEIVED
VECTOR SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
639
Accounts w/ balance
793
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Shares Mutual Fund" is 25% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDVECTOR.COM, LLC.
Plan sponsor
Name
REDVECTOR.COM, LLC
EIN
80-0970516
Address
4890 WEST KENNEDY BLVD · SUITE 300 · TAMPA, FL · 33609
Phone
(866) 536-0637
Industry
Educational Servicessee 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
2025-09-03
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
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISORY SERVICES | $79K | — |
Investments
18 direct securities· $45.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Shares Mutual Fund | — | — | — | $11.6M | 25.1% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund | — | — | — | $7.3M | 15.7% | |
| Vanguard Development Markets Index Admiral Shares Mutual Fund | — | — | — | $6.0M | 12.9% | |
| Lincoln Stable Value Account - LNGPA Stable Value Account | — | — | — | $3.0M | 6.5% | |
| Columbia Dividend Opportunity Institutional 3 Class Mutual Fund | — | — | — | $2.9M | 6.3% | |
| MFS Research International Class R6 Mutual Fund | — | — | — | $2.8M | 6.0% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $2.1M | 4.5% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund | — | — | — | $1.8M | 3.9% | |
| MFS Mid Cap Value Class R6 Mutual Fund | — | — | — | $1.5M | 3.3% | |
| PGIM Jennison Growth Class R6 Mutual Fund | — | — | — | $1.3M | 2.8% | |
| American Funds New World Class R6 Mutual Fund | — | — | — | $911K | 2.0% | |
| Invesco Oppenheimer Total Return Bond Class R6 Mutual Fund | — | — | — | $902K | 1.9% | |
| Western Asset Core Plus Bond Class IS Mutual Fund | — | — | — | $874K | 1.9% | |
| Allspring Special Small Cap Value Mutual Fund | — | — | — | $838K | 1.8% | |
| PGIM High Yield Class R6 Mutual Fund | — | — | — | $781K | 1.7% | |
| Invesco Developing Mutual Fund | — | — | — | $585K | 1.3% | |
| Invesco Discovery Mid Cap Growth Mutual Fund | — | — | — | $527K | 1.1% | |
| Hartford Balanced Income Class R6 Mutual Fund | — | — | — | $100K | 0.2% |