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Original filing (PDF)20251002120810NAL0000425857001
BLACKSTONE TECHNOLOGY GROUP
Form 5500
FILING_RECEIVED
BLACKSTONE TECHNOLOGY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
104
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 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 BLACKSTONE TECHNOLOGY GROUP.
Plan sponsor
Name
BLACKSTONE TECHNOLOGY GROUP
EIN
94-3355428
Address
1141 CAPUCHINO AVENUE, SUITE 1307 · BURLINGAME, CA · 94010
Phone
(415) 837-1400
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PETRINOVICH PUGH & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Investments
14 direct securities · 13 pooled funds· $13.0M(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
$7.6M
14 holdings
Common Collective Trust
$5.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. JPMorgan Large Cap Growth R6 | — | — | — | $2.6M | 19.8% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.5M | 11.2% | |
| American Funds Investment Co. American Funds American Mutual R6 | — | — | — | $1.3M | 9.7% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.0M | 8.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $713K | 5.5% | |
| JPMorgan Chase & Co. JPMorgan Mid Cap Value R6 | — | — | — | $623K | 4.8% | |
| Invesco Ltd. Invesco Discovery Mid Cap Growth R6 | — | — | — | $578K | 4.4% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $541K | 4.1% | |
| Dimensional Fund Advisors LP. DFA Emerging Markets Core Equity I | — | — | — | $421K | 3.2% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $412K | 3.2% | |
| American Funds Investment Co. American Funds Europacific Gr R6 | — | — | — | $396K | 3.0% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $385K | 3.0% | |
| Allspring Global Investments, LLC Allspring Special Small Cap Value R6 | — | — | — | $378K | 2.9% | |
| Touchstone Advisors, Inc. Touchstone Small Company Y | — | — | — | $288K | 2.2% | |
| Principal Real Estate Investors, LLC Principal Real Estate Securities Inst | — | — | — | $279K | 2.1% | |
| Neuberger Berman Group, LLC Neuberger Berman Strategic Income R6 | — | — | — | $271K | 2.1% | |
| Voya Investments, LLC Voya Intermediate Bond R6 | — | — | — | $270K | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $259K | 2.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $160K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $158K | 1.2% | |
| Empower Trust Company, LLC Key Guaranteed Portfolio Fund | — | — | — | $153K | 1.2% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $127K | 1.0% | |
| PIMCO, LLC PIMCO Real Return Instl | — | — | — | $119K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $111K | 0.9% | |
| Self-Directed Accounts Self Directed Brokerage Accounts | — | — | — | $25K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $24K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $3K | <0.1% |
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