Form 5500 - Invested 100% in one fund

[austin3515]

Doing a 5500 SF and 100% of plan assets are invested in a singe mutual fund, which is a qulifying plan asset. But the SF does not ask if more than 20% of assets are in a single security.

Is this just an oversight in the form? I obviously prefer the SF route and I can't find any reason that I'm not eligible... I just read through the eligiblity again, and thre is no requirement that there be multiple qualifiying plan assets; only that there be ONLY qualifying plan assets.

[ETA Consulting LLC]

I think the term "single security" means an individual stock or bond; not a mutual fund comprised if stocks and bonds of several companies. I could be wrong, just shooting from the hip on this one.

Good Luck!

[K2retire]

To your question, they quit asking about it, so apparently they decided they didn't need that information any longer.