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Original filing (PDF)20251015140319NAL0002536387001
PEAK6 INSURTECH SERVICES LLC
Form 5500
FILING_RECEIVED
PEAK6 INSURTECH SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
402
Accounts w/ balance
458
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
33 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
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEAK6 INSURTECH SERVICES LLC.
Plan sponsor
Name
PEAK6 INSURTECH SERVICES LLC
EIN
87-1968383
Address
141 W. JACKSON BLVD · SUITE 500 · CHICAGO, IL · 60604
Phone
(312) 444-8865
Industry
Finance & Insurancesee 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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RSM US 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 | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
33 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2035 K6 | — | — | — | $1.7M | 11.5% | |
| Fidelity Investments FID FREEDOM 2045 K6 | — | — | — | $1.5M | 10.2% | |
| Fidelity Investments FID FREEDOM 2030 K6 | — | — | — | $1.3M | 8.9% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $1.3M | 8.4% | |
| Fidelity Investments FID FREEDOM 2040 K6 | — | — | — | $1.3M | 8.4% | |
| Fidelity Investments FID FREEDOM 2050 K6 | — | — | — | $1.1M | 7.1% | |
| Fidelity Investments FID FREEDOM 2025 K6 | — | — | — | $1.0M | 6.8% | |
| Fidelity Investments FID FREEDOM 2020 K6 | — | — | — | $994K | 6.6% | |
| Fidelity Investments FID BLUE CHIP GR K6 | — | — | — | $942K | 6.2% | |
| Fidelity Investments FID FREEDOM 2055 K6 | — | — | — | $494K | 3.3% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $374K | 2.5% | |
| Fidelity Investments FID FREEDOM 2060 K6 | — | — | — | $367K | 2.4% | |
| /*** Fidelity Investments FID GOVT MMKT K6 | — | — | — | $329K | 2.2% | |
| through 2033 | — | — | — | $311K | 2.1% | |
| MFS INTL DIVRSN R6 | — | — | — | $261K | 1.7% | |
| MFS MID CAP GRTH R6 | — | — | — | $246K | 1.6% | |
| MFS MID CAP VALUE R6 | — | — | — | $242K | 1.6% | |
| Columbia COL DIVIDEND INC I3 | — | — | — | $185K | 1.2% | |
| American Funds AF NEW WORLD R6 | — | — | — | $163K | 1.1% | |
| T. Rowe Price TRP DIV GROWTH I | — | — | — | $162K | 1.1% | |
| Fidelity Investments FID FREEDOM 2065 K6 | — | — | — | $143K | 0.9% | |
| Vanguard VANG EXPLORER ADM | — | — | — | $118K | 0.8% | |
| Fidelity Investments FID TOTAL BOND K6 | — | — | — | $97K | 0.6% | |
| Fidelity Investments FID GLB EX US IDX | — | — | — | $82K | 0.5% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $68K | 0.5% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $64K | 0.4% | |
| Fidelity Investments FID FREEDOM INC K6 | — | — | — | $39K | 0.3% | |
| Fidelity Investments FID INTL CAP APPR K6 | — | — | — | $37K | 0.2% | |
| Fidelity Investments FID FREEDOM 2015 K6 | — | — | — | $35K | 0.2% | |
| Principal PIF SMALL CAP R6 | — | — | — | $25K | 0.2% | |
| Loomis Sayles LS INFL PROT SEC I | — | — | — | $24K | 0.2% | |
| Fidelity Investments FID FREEDOM 2010 K6 | — | — | — | $14K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | — | — | — | $9K | <0.1% |
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