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Original filing (PDF)20250916140814NAL0005221170001
IBASIS, INC.
Form 5500
FILING_RECEIVED
IBASIS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
73
Accounts w/ balance
174
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MFS MFS GROWTH R3" is 27% of plan.
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 IBASIS, INC..
Plan sponsor
Name
IBASIS, INC.
EIN
04-3332534
Address
10 MAGUIRE ROAD · LEXINGTON, MA · 02421
Phone
(781) 505-7500
Industry
Information / Tech / Mediasee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$29K | — |
Investments
28 direct securities · 1 pooled fund· $48.4M(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
$46.5M
28 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH R3 | — | — | — | $12.5M | 26.9% | |
| Fidelity FID 500 INDEX | — | — | — | $5.4M | 11.8% | |
| Victory Capital VICTORY S ESTB VAL I | — | — | — | $3.8M | 8.3% | |
| Fidelity FID FREEDOM 2030 K | — | — | — | $2.7M | 5.8% | |
| Fidelity FID GOVT MMKT | — | — | — | $2.3M | 5.1% | |
| Fidelity MIP CL 1 | — | — | — | $2.0M | 4.4% | |
| Fidelity FID TOTAL MKT IDX | — | — | — | $2.0M | 4.3% | |
| MFS INTL DIVRSN R3 | — | — | — | $2.0M | 4.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| Baird CORE PLUS INST | — | — | — | $1.4M | 3.0% | |
| Mass Mutual MM MID CAP GRTH R5 | — | — | — | $1.3M | 2.8% | |
| Fidelity FID FREEDOM 2035 K | — | — | — | $1.1M | 2.4% | |
| Fidelity FID SMALL CAP GROWTH K6 | — | — | — | $1.1M | 2.3% | |
| Fidelity FID FREEDOM 2040 K | — | — | — | $1.0M | 2.3% | |
| Fidelity FID FREEDOM 2025 K | — | — | — | $1.0M | 2.2% | |
| Fidelity FID FREEDOM 2050 K | — | — | — | $969K | 2.1% | |
| Vanguard VANG INFL PROT ADM | — | — | — | $904K | 2.0% | |
| Fidelity FID FREEDOM 2020 K | — | — | — | $881K | 1.9% | |
| JP Morgan JPM EQUITY INCOME R6 | — | — | — | $751K | 1.6% | |
| American Beacon ABF SM CAP VAL R5 | — | — | — | $637K | 1.4% | |
| Fidelity FID FREEDOM 2045 K | — | — | — | $622K | 1.3% | |
| Fidelity FID US BOND IDX | — | — | — | $486K | 1.0% | |
| Fidelity FID FREEDOM 2010 K | — | — | — | $407K | 0.9% | |
| Fidelity FID FREEDOM 2015 K | — | — | — | $343K | 0.7% | |
| Fidelity FID FREEDOM INC K | — | — | — | $242K | 0.5% | |
| Fidelity FID GLB EX US IDX | — | — | — | $183K | 0.4% | |
| Fidelity FID FREEDOM 2055 K | — | — | — | $166K | 0.4% | |
| Participants Notes Receivable Participant Loans Interest Rates of 4.25% to 9.50% | — | — | — | $79K | 0.2% | |
| Fidelity FID FREEDOM 2060 K | — | — | — | $75K | 0.2% |
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