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Original filing (PDF)20250922092619NAL0005034289001
RECURRENT VENTURES INC.
Form 5500
FILING_RECEIVED
RECURRENT VENTURES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
185
Accounts w/ balance
232
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2055" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECURRENT VENTURES INC..
Plan sponsor
Name
RECURRENT VENTURES INC.
EIN
86-3269903
Address
701 BRICKELL AVE 10TH FLOOR SUITE 1 · MIAMI, FL · 33131
Phone
(770) 910-5790
Industry
Information / Tech / Mediasee 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $18K | — |
Investments
26 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 | — | — | — | $2.4M | 27.6% | |
| Fidelity Freedom Index 2050 | — | — | — | $2.2M | 25.4% | |
| Fidelity Freedom Index 2045 | — | — | — | $960K | 11.2% | |
| Fidelity Freedom Index 2060 | — | — | — | $888K | 10.4% | |
| Fidelity Freedom Index 2035 | — | — | — | $590K | 6.9% | |
| Fidelity 500 Index | — | — | — | $410K | 4.8% | |
| Fidelity Freedom Index 2040 | — | — | — | $304K | 3.5% | |
| Fidelity Total International Index | — | — | — | $117K | 1.4% | |
| Fidelity Freedom Index 2065 | — | — | — | $96K | 1.1% | |
| AB Large Cap Growth | — | — | — | $96K | 1.1% | |
| Fidelity Freedom Index 2030 | — | — | — | $91K | 1.1% | |
| Putnam Large Cap Value | — | — | — | $80K | 0.9% | |
| Empower Fixed Account | — | — | — | $78K | 0.9% | |
| Fidelity Mid Cap Index | — | — | — | $55K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $47K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $41K | 0.5% | |
| Fidelity Advisor Small Cap | — | — | — | $39K | 0.5% | |
| Various Maturities | — | — | — | $26K | 0.3% | |
| Pimco Income Instl | — | — | — | $20K | 0.2% | |
| Fidelity Freedom Index 2025 | — | — | — | $20K | 0.2% | |
| MFS International Diversification | — | — | — | $19K | 0.2% | |
| Clearbridge Small Cap Growth | — | — | — | $18K | 0.2% | |
| MFS Mid Cap Value | — | — | — | $17K | 0.2% | |
| PGIM Total Return Bond | — | — | — | $15K | 0.2% | |
| Black Rock SMID Cap Growth Equity | — | — | — | $2K | <0.1% | |
| Fidelity Real Estate Index | — | — | — | $1K | <0.1% |
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