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Original filing (PDF)20251015142521NAL0005125105001
TRANSOM SYMPHONY OPCO LLC
Form 5500
FILING_RECEIVED
BEAUTY QUEST GROUP 401(K) PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
249
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 TRANSOM SYMPHONY OPCO LLC.
Plan sponsor
Name
TRANSOM SYMPHONY OPCO LLC
EIN
83-4648164
Address
680 WASHINGTON BLVD · 9TH FLOOR · STAMFORD, CT · 06901
Phone
(203) 951-1919
Industry
Wholesale Tradesee 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
2025-10-15
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $20K | — |
Investments
24 direct securities · 1 pooled fund· $8.4M(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.
Uncategorized
$8.4M
24 holdings
Common Collective Trust
$89K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 IPR | — | — | — | $1.7M | 19.9% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $1.1M | 12.8% | |
| Fidelity 500 Index | — | — | — | $1.0M | 12.1% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $704K | 8.3% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $685K | 8.1% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $678K | 8.0% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $582K | 6.9% | |
| Vanguard Growth Index Adm | — | — | — | $338K | 4.0% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $286K | 3.4% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $247K | 2.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $203K | 2.4% | |
| Fidelity Mid Cap Index | — | — | — | $183K | 2.2% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $100K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $98K | 1.2% | |
| Fidelity International Index | — | — | — | $91K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $89K | 1.1% | |
| Fidelity Freedom Index Income IPR | — | — | — | $80K | 0.9% | |
| PIMCO Total Return Instl | — | — | — | $71K | 0.8% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $55K | 0.6% | |
| Fidelity U.S. Bond Index | — | — | — | $51K | 0.6% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $47K | 0.6% | |
| MFS Value R6 | — | — | — | $37K | 0.4% | |
| American Funds EuroPacific Growth R6 | — | — | — | $21K | 0.2% | |
| Nuveen Real Estate Securities R6 | — | — | — | $10K | 0.1% | |
| Fidelity Government Mmkt | — | — | — | $4K | <0.1% |