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Original filing (PDF)20251013100714NAL0001670704001
HAYSTACKID, LLC
Form 5500
FILING_RECEIVED
HAYSTACKID, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
301
Accounts w/ balance
302
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAYSTACKID, LLC.
Plan sponsor
Name
HAYSTACKID, LLC
EIN
90-0668512
Address
SIX BEACON STREET · SUITE 815 · BOSTON, MA · 02108
Phone
(617) 422-0083
Industry
Data Processing, Hosting· 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MGS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS, LLC | — | CHICAGO, IL | NONE | $86K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
30 direct securities· $19.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.6M | 12.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.4M | 12.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.4M | 11.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.1M | 10.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.8M | 9.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 7.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 6.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $951K | 4.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $706K | 3.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $531K | 2.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $516K | 2.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $318K | 1.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $295K | 1.5% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $275K | 1.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $269K | 1.3% | |
| American Eupac R6 American Eupac 0 | — | — | — | $249K | 1.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $239K | 1.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $207K | 1.0% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $184K | 0.9% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $181K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $175K | 0.9% | |
| DFA Intl Small Cap Value Portf Instl DFA 0 | — | — | — | $168K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $117K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $103K | 0.5% | |
| BlackRock High Yield Portfolio K Blackrock 0 | — | — | — | $97K | 0.5% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $77K | 0.4% | |
| AQR Multi-Asset R6 AQR 0 | — | — | — | $72K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $24K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $8K | <0.1% |
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