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Original filing (PDF)20251014115441NAL0002819089001
FULLSIGHT, LLC
Form 5500
FILING_RECEIVED
FULLSIGHT, LLC SAFE HARBOR PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
522
Accounts w/ balance
606
Plan assets (EOY)
$94.8M
Net assets (EOY)
$94.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULLSIGHT, LLC.
Plan sponsor
Name
FULLSIGHT, LLC
EIN
82-2833702
Address
400 COMMONWEALTH DRIVE · WARRENDALE, PA · 150967511
Phone
(724) 772-7119
Industry
All Other Professional Services· 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $200K | — |
| DEFINITI, LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $825 | — |
Investments
23 direct securities · 7 pooled funds· $94.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$80.6M
23 holdings
Common Collective Trust
$13.4M
6 holdings
Pooled Separate Account
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Institutional Target Rtrmt 2035 Inv | — | — | — | $13.0M | 13.7% | |
| Vanguard Funds Institutional Target Rtrmt 2030 Inv | — | — | — | $10.7M | 11.3% | |
| Vanguard Funds Institutional Target Rtrmt 2040 Inv | — | — | — | $9.8M | 10.3% | |
| Fidelity Investments 500 Index Fund | — | — | — | $8.8M | 9.2% | |
| Vanguard Funds Institutional Target Rtrmt 2050 Inv | — | — | — | $6.4M | 6.8% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $6.3M | 6.6% | |
| Vanguard Funds Institutional Target Rtrmt 2025 Inv | — | — | — | $5.4M | 5.7% | |
| Vanguard Funds Institutional Target Rtrmt 2045 Inv | — | — | — | $5.2M | 5.5% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.7M | 3.9% | |
| Vanguard Funds Institutional Target Rtrmt 2055 Inv | — | — | — | $3.7M | 3.9% | |
| Delaware Funds Small Cap Core Fund | — | — | — | $3.6M | 3.8% | |
| T. Rowe Price Associates Overseas STK I | — | — | — | $2.2M | 2.3% | |
| Columbia Management Advisors Dividend Income Y Fund | — | — | — | $2.0M | 2.2% | |
| Fidelity Management & Research Mid Cap Index Fund | — | — | — | $2.0M | 2.1% | |
| Wilmington Trust Tr Collective Inv Federated Hrms P | — | — | — | $1.5M | 1.6% | |
| FEDERATE HERM TOT RET BD CIF P GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Vanguard Funds Institutional Target Rtrmt 2020 Inv | — | — | — | $1.3M | 1.4% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.50% | — | — | — | $1.3M | 1.4% | |
| Vanguard Funds Institutional Target Rtrmt 2060 Inv | — | — | — | $1.2M | 1.3% | |
| Pioneer Strategic Income Fund | — | — | — | $1.0M | 1.1% | |
| Vanguard Funds Institutional Target Inc Inv Fund | — | — | — | $457K | 0.5% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $444K | 0.5% | |
| Similar Party Par, or Maturity Value Cost** Value Mutual Funds American Funds New World Fund Inc | — | — | — | $341K | 0.4% | |
| Vanguard Funds Institutional Target Rtrmt 2065 Inv | — | — | — | $332K | 0.4% | |
| Vanguard Funds Institutional Target Rtrmt 2070 Inv | — | — | — | $111K | 0.1% | |
| Fixed Annuity Contract * Teachers Insurance and Annuity Association TIAA Traditional | — | — | — | $73K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | $56K | $73K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $56K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |