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Original filing (PDF)20251015071953NAL0008116498002
INTERNATIONAL DATA GROUP, INC.
Form 5500
FILING_RECEIVED
INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
932
Accounts w/ balance
1,756
Plan assets (EOY)
$432.3M
Net assets (EOY)
$432.3M
How this plan invests
This plan
11 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL DATA GROUP, INC..
Plan sponsor
Name
INTERNATIONAL DATA GROUP, INC.
EIN
04-2597651
Address
140 KENDRICK ST., BUILDING B · NEEDHAM, MA · 02494
Phone
(508) 875-5000
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | FIDUCIARY ADVISOR | $0 | — |
Investments
26 direct securities · 11 pooled funds· $432.1M(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
$338.6M
26 holdings
Common Collective Trust
$93.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Fnd Mutual Fund | — | — | — | $75.7M | 17.5% | |
| JPMorgan LgCp Grw Fnd R6 Mutual Fund | — | — | — | $50.7M | 11.7% | |
| Vangrd Instit Index Fnd Ins Mutual Fund | — | — | — | $44.2M | 10.2% | |
| Vanguard Small-Cap Index-Instl Mutual Fund | — | — | — | $21.2M | 4.9% | |
| American Funds Nw Prspctv R5 Mutual Fund | — | — | — | $19.8M | 4.6% | |
| VOYA TARGET SOLUTION 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 056 | Common Collective Trust | — | — | $18.3M | 4.2% | |
| VOYA STABLE VALUE FUND 50 WILMINGTON TRUST RETIREMENT & INSTUTIONAL SERVICES CO · EIN 26-1928760 / PN 140 | Common Collective Trust | — | — | $16.5M | 3.8% | |
| Vangrd Mid-Cap Index Fund Ins Mutual Fund | — | — | — | $13.3M | 3.1% | |
| VOYA TARGET SOLUTION 2045 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 058 | Common Collective Trust | — | — | $11.3M | 2.6% | |
| Putnam Lrg Cp Val Fd - Cl Y Mutual Fund | — | — | — | $10.5M | 2.4% | |
| VOYA TARGET SOLUTION 2025 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 054 | Common Collective Trust | — | — | $10.3M | 2.4% | |
| MFS Total Return Fund R4 Mutual Fund | — | — | — | $10.3M | 2.4% | |
| Dodge & Cox Intl Stock Fd I Mutual Fund | — | — | — | $9.8M | 2.3% | |
| PIMCO Total Return Fund Ins Mutual Fund | — | — | — | $9.2M | 2.1% | |
| Columbia Seligman Gl Tech Fd I Mutual Fund | — | — | — | $9.2M | 2.1% | |
| TRwPr Mid-Cap Value Fund I Mutual Fund | — | — | — | $9.0M | 2.1% | |
| Pioneer Stratgic Incme - Cls Y Mutual Fund | — | — | — | $8.1M | 1.9% | |
| VOYA TARGET SOLUTION 2030 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 055 | Common Collective Trust | — | — | $7.6M | 1.8% | |
| VOYA TARGET SOLUTION 2050 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | — | — | $7.0M | 1.6% | |
| VOYA TARGET SOLUTION 2040 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 057 | Common Collective Trust | — | — | $6.9M | 1.6% | |
| American Funds Wash Mutual R5 Mutual Fund | — | — | — | $6.7M | 1.5% | |
| Voya Mid Cap Opport Port I Mutual Fund | — | — | — | $6.6M | 1.5% | |
| VOYA TARGET SOLUTION 2055 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 060 | Common Collective Trust | — | — | $6.3M | 1.5% | |
| MFS International Grw Fund R6 Mutual Fund | — | — | — | $5.5M | 1.3% | |
| Baron Growth Fund Ins Mutual Fund | — | — | — | $5.3M | 1.2% | |
| American Funds New World R5 Mutual Fund | — | — | — | $5.1M | 1.2% | |
| VOYA TARGET SOLUTION TRUST INCOME VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 051 | Common Collective Trust | — | — | $3.9M | 0.9% | |
| MFS Mid Cap Growth Fd R6 Mutual Fund | — | — | — | $3.7M | 0.9% | |
| VOYA TARGET SOLUTION 2060 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 086 | Common Collective Trust | — | — | $3.4M | 0.8% | |
| American Funds Cap Wd Bd R5 Mutual Fund | — | — | — | $3.3M | 0.8% | |
| PIMCO Real Return Fund Ins Mutual Fund | — | — | — | $2.5M | 0.6% | |
| Voya GNMA Income Fund I Mutual Fund | — | — | — | $2.4M | 0.6% | |
| Fidelity Adv SmCp Grw Fnd Z Mutual Fund | — | — | — | $2.0M | 0.5% | |
| VOYA TARGET SOLUTION 2065 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 097 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Parnassus Core Eqty Fnd Ins Mutual Fund | — | — | — | $2.0M | 0.5% | |
| Voya American Century Small-Mid Cap Value Portfolio Mutual Fund | — | — | — | $1.6M | 0.4% | |
| Participant Loan Fund Loan Fund (5.25% to 10.50%) 0 | — | — | — | $994K | 0.2% |
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