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Original filing (PDF)20251007144355NAL0008339792001

LOUD AUDIO, LLC

Form 5500
FILING_RECEIVED
LOUD AUDIO, LLC 401K PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
108
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
35 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 LOUD AUDIO, LLC.
Plan sponsor
Name
LOUD AUDIO, LLC
EIN
82-2870130
Address
19820 NORTH CREEK PARKWAY, #201 · BOTHELL, WA · 980118227
Phone
(425) 402-6278
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HAGEN KURTH PERMAN & CO., P.S.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
ALLIANT RETIREMENT CONSULTING33-0785439CONSULTANT$19K
Other
1
NameEINLocationRelationDirect compIndirect comp
LINCOLN NATIONAL CORPORATION35-1140070SERVICE PROVIDER$36K

Investments

35 direct securities· $9.1M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
YourPath 2035 Moderate Mutual fund n/a $$1.6M17.6%
YourPath 2040 Moderate Mutual fund n/a$1.1M12.5%
Guaranteed investment * Lincoln Stable Value Account contract n/a$925K10.1%
YourPath 2030 Moderate Mutual fund n/a$824K9.0%
YourPath 2045 Moderate Mutual fund n/a$661K7.2%
YourPath 2020 Moderate Mutual fund n/a$529K5.8%
YourPath 2035 Aggressive Mutual fund n/a$523K5.7%
Vanguard 500 Index Admiral Class Mutual fund n/a$498K5.4%
YourPath 2025 Moderate Mutual fund n/a$467K5.1%
YourPath 2045 Aggressive Mutual fund n/a$311K3.4%
Vanguard Mid Cap Index Admiral Shares Mutual fund n/a$300K3.3%
Vanguard Small Cap Index Admiral Shares Mutual fund n/a$294K3.2%
Fidelity International Index Mutual fund n/a$219K2.4%
YourPath 2025 Conservative Mutual fund n/a$179K2.0%
YourPath 2050 Moderate Mutual fund n/a$165K1.8%
YourPath 2060 Moderate Mutual fund n/a$83K0.9%
YourPath 2055 Moderate Mutual fund n/a$82K0.9%
YourPath 2015 Moderate Mutual fund n/a$69K0.8%
YourPath 2065 Moderate Mutual fund n/a$45K0.5%
JP Morgan Large Cap Growth Class R6 Mutual fund n/a$34K0.4%
YourPath 2040 Aggressive Mutual fund n/a$29K0.3%
Vanguard Total Bond Market Index Admiral Shares Mutual fund n/a$29K0.3%
Participant loans 8.50% to 9.50% -0-$26K0.3%
Fidelity Total Bond K6 Mutual fund n/a$16K0.2%
Neuberger Berman Real Estate Institutional Class Mutual fund n/a$14K0.2%
American Funds The Growth of America Class R6 Mutual fund n/a$12K0.1%
YourPath 2010 Moderate Mutual fund n/a$12K0.1%
American Century Emerging Markets R6 Class Mutual fund n/a$10K0.1%
MFS Mid Cap Growth Class R6 Mutual fund n/a$9K<0.1%
American Funds American Mutual Class R6 Mutual fund n/a$8K<0.1%
John Hancock Funds Disciplined Value Mid Cap Class R6 Mutual fund n/a$8K<0.1%
Pimco All Asset Institutional Class Mutual fund n/a$6K<0.1%
American Beacon Small Cap Value R6 Class Mutual fund n/a$5K<0.1%
American Funds Europacific Growth Class R6 Mutual fund n/a$3K<0.1%
YourPath 2045 Conservative Mutual fund n/a$2K<0.1%