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Original filing (PDF)20251002140323NAL0000382419001
CREDIT.COM HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CREDIT.COM HOLDINGS, LLC 401K PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
856
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.4M
How this plan invests
This plan
1 pooled trust
Schedule D
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDIT.COM HOLDINGS, LLC.
Plan sponsor
Name
CREDIT.COM HOLDINGS, LLC
EIN
93-3528063
Address
257 EAST 200 SOUTH, · SUITE 1200 · SALT LAKE CITY, UT · 84111
Phone
(801) 384-4100
Industry
Admin Support & Waste Mgmtsee 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
2025-10-02
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
TRAVELLER AND COMPANY, LLC
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 | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $25K | — |
Investments
32 direct securities · 1 pooled fund· $28.9M(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
$27.6M
30 holdings
Common Collective Trust
$621K
1 holding
Common Collective Trusts
$620K
1 holding
Mutual Funds
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Mutual fund N/A | — | — | — | $4.4M | 15.7% | |
| Fidelity Spartan 500 Index Inv Mutual fund N/A | — | — | — | $3.5M | 12.3% | |
| T. Rowe Price Retirement 2055 Mutual fund N/A | — | — | — | $3.4M | 11.8% | |
| T. Rowe Price Retirement 2045 Mutual fund N/A | — | — | — | $3.1M | 10.8% | |
| T. Rowe Price Retirement 2035 Mutual fund N/A | — | — | — | $1.9M | 6.8% | |
| T. Rowe Price Retirement 2040 Mutual fund N/A | — | — | — | $1.9M | 6.7% | |
| T. Rowe Price Retirement 2025 Mutual fund N/A | — | — | — | $1.4M | 5.1% | |
| T. Rowe Price Retirement 2060 Mutual fund N/A | — | — | — | $1.4M | 5.1% | |
| AB Large Cap Growth Fund Class Z Mutual fund N/A | — | — | — | $1.4M | 5.1% | |
| T. Rowe Price Retirement 2030 Mutual fund N/A | — | — | — | $893K | 3.1% | |
| Oakmark Investor Mutual fund N/A | — | — | — | $765K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $621K | 2.2% | |
| T. Rowe Price Stable Value A CC Trust N/A | Common Collective Trusts | — | — | $620K | 2.2% | |
| William Blair Small Cap Growth N Mutual fund N/A | — | — | — | $548K | 1.9% | |
| Fidelity Mid Cap Index Mutual fund N/A | — | — | — | $417K | 1.5% | |
| Loomis Sayles Core Plus Bond Fund Cl Y Mutual fund N/A | — | — | — | $338K | 1.2% | |
| PIMCO Real Return Fund Institutional Cl Mutual fund N/A 125 Artisan Mid Cap Investor Mutual fund N/A | — | — | — | $333K | 1.2% | |
| Cohen & Steers Realty Shares Mutual fund N/A | — | — | — | $313K | 1.1% | |
| JH Discipline Value International Fund Mutual fund N/A | — | — | — | $253K | 0.9% | |
| JPMorgan Mid Cap Value Instl Mutual fund N/A | — | — | — | $249K | 0.9% | |
| Various maturity dates and interest rates of * Participant loans 4.25 to 9.50% $ 0 | — | — | — | $163K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual fund N/A | — | — | — | $160K | 0.6% | |
| Oppen Gold & Special Minerals Y Mutual fund N/A | — | — | — | $122K | 0.4% | |
| William Blair International Growth N Mutual fund N/A | — | — | — | $116K | 0.4% | |
| Fidelity Emerging Markets Index Mutual fund N/A | — | — | — | $112K | 0.4% | |
| T. Rowe Price Retirement 2065 Mutual fund N/A | — | — | — | $108K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual fund N/A | — | — | — | $77K | 0.3% | |
| Und Mgrss Behavioral Value Fund Class 6 Mutual fund N/A | — | — | — | $75K | 0.3% | |
| Janus Henderson Triton N Mutual fund N/A | — | — | — | $56K | 0.2% | |
| Interest-bearing cash * Fidelity Government MMKT Cash account N/A | — | — | — | $30K | 0.1% | |
| Grandeur Peak Global Opportunities Inv Mutual fund N/A | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $12K | <0.1% | |
| Fidelity International Index Mutual fund N/A | — | — | — | $4K | <0.1% |
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