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Original filing (PDF)20251014132915NAL0004072576001
SHIFTKEY, LLC
Form 5500
FILING_RECEIVED
SHIFTKEY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
458
Accounts w/ balance
571
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIFTKEY, LLC.
Plan sponsor
Name
SHIFTKEY, LLC
EIN
81-3148615
Address
5221 N O'CONNOR BLVD, SUITE 1400 · IRVING, TX · 75039
Phone
(469) 981-7986
Industry
Custom Computer Programming· Professional & Technical 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities· $27.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $4.2M | 15.3% | |
| Fidelity Investments Freedom 2055 Fund Class K | — | — | — | $3.9M | 14.0% | |
| Fidelity Investments Freedom 2050 Fund Class K | — | — | — | $3.7M | 13.4% | |
| Fidelity Investments Freedom 2045 Fund Class K | — | — | — | $3.5M | 12.8% | |
| Fidelity Investments Freedom 2060 Fund Class K | — | — | — | $2.0M | 7.2% | |
| Fidelity Investments Freedom 2040 Fund Class K | — | — | — | $1.8M | 6.6% | |
| Fidelity Investments Freedom 2035 Fund Class K | — | — | — | $1.7M | 6.3% | |
| Fidelity Investments Blue Chip Growth K6 Fund | — | — | — | $1.3M | 4.7% | |
| Fidelity Investments Freedom 2030 Fund Class K | — | — | — | $897K | 3.3% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $488K | 1.8% | |
| Fidelity Investments Freedom 2025 Fund Class K | — | — | — | $397K | 1.4% | |
| Dodge &Cox Stock Fund Class X | — | — | — | $397K | 1.4% | |
| Fidelity Investments Freedom 2065 Fund Class K | — | — | — | $382K | 1.4% | |
| Fidelity Investments Government Money Market Fund Class K6 | — | — | — | $357K | 1.3% | |
| Notes Receivable from Interest rates ranging from 6.50% to 9.50% | — | — | — | $353K | 1.3% | |
| Fidelity Investments Participant-Directed Brokerage Account | — | — | — | $326K | 1.2% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $286K | 1.0% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $208K | 0.8% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $194K | 0.7% | |
| Vanguard Selected Value Fund Investor Shares | — | — | — | $166K | 0.6% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $154K | 0.6% | |
| PriceCap Odyssey Aggressive Growth Fund | — | — | — | $142K | 0.5% | |
| Vanguard Emerging Markets Select Stock Fund Investor Shares | — | — | — | $134K | 0.5% | |
| Fidelity Investments International Capital Appreciation Fund | — | — | — | $131K | 0.5% | |
| Fidelity Investments Government Income Fund | — | — | — | $96K | 0.3% | |
| Fidelity Investments Freedom 2010 Fund Class K | — | — | — | $82K | 0.3% | |
| Fidelity Investments Total Bond K6 Fund | — | — | — | $78K | 0.3% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $71K | 0.3% | |
| Fidelity Investments Small Cap Growth K6 Fund | — | — | — | $54K | 0.2% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | — | — | — | $28K | 0.1% | |
| Fidelity Investments Freedom Income Fund Class K | — | — | — | $17K | <0.1% |
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