Original filing (PDF)20251006143202NAL0009528754001

LAUNCHSQUAD, LLC

Name: LAUNCHSQUAD, LLC — LAUNCHSQUAD, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LAUNCHSQUAD, LLC

Form 5500

FILING_RECEIVED

LAUNCHSQUAD, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

107

Accounts w/ balance

181

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

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)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

35 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAUNCHSQUAD, LLC.

Plan sponsor

Name

LAUNCHSQUAD, LLC

EIN

94-3350697

Address

333 BUSH STREET, FLOOR 4 · SAN FRANCISCO, CA · 94104

Phone

(617) 899-4445

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

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)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	DALLAS, TX	INVESTMENT ADVISOR	$30K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Investments

30 direct securities· $13.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity FREEDOM INDEX 2055 INVESTOR 103,574 Shares ^	—	—	—	$2.2M	16.7%
Fidelity FREEDOM INDEX 2050 INVESTOR 81,849 Shares ^	—	—	—	$2.1M	16.1%
Fidelity FREEDOM INDEX 2045 INVESTOR 66,698 Shares ^	—	—	—	$1.7M	13.1%
Fidelity FREEDOM INDEX 2060 INVESTOR 90,641 Shares ^	—	—	—	$1.6M	12.4%
Fidelity FREEDOM INDEX 2040 INVESTOR 50,169 Shares ^	—	—	—	$1.2M	9.3%
Fidelity 500 INDEX 4,325 Shares ^	—	—	—	$883K	6.7%
Fidelity FREEDOM INDEX 2030 INVESTOR 25,855 Shares ^	—	—	—	$522K	3.9%
Fidelity INTERNATIONAL INDEX 10,225 Shares ^	—	—	—	$486K	3.7%
Fidelity MID CAP INDEX 9,716 Shares ^	—	—	—	$328K	2.5%
Fidelity SMALL CAP INDEX 10,601 Shares ^	—	—	—	$293K	2.2%
JP Morgan JPMORGAN CORE PLUS BOND R6 37,755 Shares ^	—	—	—	$269K	2.0%
Fidelity FREEDOM INDEX 2065 INVESTOR 15,229 Shares ^	—	—	—	$223K	1.7%
American Funds AMERICAN FUNDS NEW WORLD R6 2,687 Shares ^	—	—	—	$207K	1.6%
Empower Annuity Insurance Company of America Empower Investment Fixed Account ^	—	—	—	$129K	1.0%
American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 1,993 Shares ^	—	—	—	$124K	0.9%
Fidelity FREEDOM INDEX 2035 INVESTOR 4,680 Shares ^	—	—	—	$109K	0.8%
Janus Henderson JANUS HENDERSON GLOBAL TECH INNOVATION N 1,697 Shares ^	—	—	—	$106K	0.8%
maturing between March 2026 and March 2035. -	—	—	—	$103K	0.8%
Pacific Investment Management Company PIMCO INCOME INSTL 8,332 Shares ^	—	—	—	$88K	0.7%
JP Morgan JPMORGAN EQUITY INCOME R6 3,599 Shares ^	—	—	—	$86K	0.7%
Blackrock SUSTAINABLE BALANCED K 2,690 Shares ^	—	—	—	$70K	0.5%
Alliance Bernstein AB LARGE CAP GROWTH Z 506 Shares ^	—	—	—	$55K	0.4%
JP Morgan JPMORGAN US EQUITY R6 2,167 Shares ^	—	—	—	$54K	0.4%
Fidelity ADVISOR INTERNATIONAL CAP APP Z 1,454 Shares ^	—	—	—	$47K	0.4%
American Century Investments AMERICAN CENTURY REAL ESTATE R6 1,174 Shares ^	—	—	—	$31K	0.2%
Putnam SUSTAINABLE LEADERS R6 209 Shares ^	—	—	—	$29K	0.2%
American Funds AMERICAN FUNDS AMERICAN BALANCED R6 505 Shares ^	—	—	—	$17K	0.1%
MFS Investment Management MFS MID CAP VALUE R6 523 Shares ^	—	—	—	$17K	0.1%
Fidelity FREEDOM INDEX 2015 INVESTOR 1,011 Shares ^	—	—	—	$14K	0.1%
Clearbridge SUSTAINABILITY LEADERS IS 244 Shares ^	—	—	—	$6K	<0.1%