Original filing (PDF)20250124185147NAL0008051329001

Astadia, Inc.

Name: Astadia, Inc. — Astadia Incorporated 401(k) Plan, Form 5500 (2024)
Creator: Astadia, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Astadia Incorporated 401(k) Plan

401(k) retirement plan · Astadia, Inc.'s Astadia Incorporated 401(k) Plan filed a Form 5500 for plan year 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jessica Rose signed Astadia, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Rose — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Astadia, Inc.'s EIN is 83-1182178.

EIN 83-1182178

Plan number 001

Plan year 2024

ACK ID 20250124185147NAL0008051329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Astadia, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Astadia, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASTADIA, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ASTADIA, INC.

EIN

all filings

Address

6 KIMBALL LANE · SUITE 120 · LYNNFIELD, MA · 01940

Phone

(858) 217-5831

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-05-23

Filed

2025-01-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

1 pooled fund· $0

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.