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Original filing (PDF)20250909052228NAL0019909041001
SMOOTHSTACK, INC.
Form 5500
FILING_RECEIVED
SMOOTHSTACK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
29% in single holding~104 bps in Sched C fees
Active participants
147
Accounts w/ balance
204
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2060 PREMIER" is 29% of plan.
- 104 bps in Schedule C fees — 101% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMOOTHSTACK, INC..
Plan sponsor
Name
SMOOTHSTACK, INC.
EIN
83-1216533
Address
8200 GREENSBORO DR. · SUITE 900 · MCLEAN, VA · 22102
Phone
(571) 350-3021
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
2025-09-09
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)
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Investments
23 direct securities · 1 pooled fund· $1.7M(100% 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.
Registered Investment Companies
$1.6M
23 holdings
Common Collective Trust
$73K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $481K | 28.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $182K | 10.8% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $166K | 9.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $158K | 9.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $122K | 7.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $97K | 5.7% | |
| FID FREEDOM INDEX 2010 PREMIER 18 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $92K | 5.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $89K | 5.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $73K | 4.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $40K | 2.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $33K | 1.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $28K | 1.7% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $17K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $16K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $16K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $15K | 0.9% | |
| FID FREEDOM INDEX 2020 PREMIER 230 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $13K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $8K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $8K | 0.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $7K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $5K | 0.3% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $5K | 0.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $1K | <0.1% |