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Original filing (PDF)20250910092253NAL0021034433001
THE INSTITUTE FOR APPLIED NETWORK SECURITY
Form 5500
FILING_RECEIVED
THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN
401(k) retirement plan
Active participants
200
Accounts w/ balance
190
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSTITUTE FOR APPLIED NETWORK SECURITY.
Plan sponsor
Name
THE INSTITUTE FOR APPLIED NETWORK SECURITY
EIN
04-3526838
Address
TWO CENTER PLAZA, SUITE 500 · BOSTON, MA · 02108
Phone
(617) 948-5731
Industry
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
2025-09-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, NANNIS AND SOLOMON P.C.
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 | $4K | — |
Investments
35 direct securities· $14.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2055 K | — | 165,718.409 | $2.3M | $2.6M | 18.0% | |
| FID GROWTH COMPANY | — | 44,585.225 | $1.1M | $1.8M | 12.3% | |
| FID FREEDOM 2060 K | — | 87,642.558 | $1.1M | $1.3M | 8.7% | |
| FID FREEDOM 2045 K | — | 76,236.4 | $919K | $1.0M | 7.0% | |
| FID FREEDOM 2050 K | — | 68,581.142 | $810K | $936K | 6.4% | |
| FID BLUE CHIP GR | — | 3,317.899 | $580K | $754K | 5.2% | |
| FID SM CAP DISCOVERY | — | 30,094.926 | $772K | $726K | 5.0% | |
| FID MID CAP STOCK | — | 16,091.216 | $605K | $682K | 4.7% | |
| FID TOTAL MKT IDX | — | 4,137.765 | $440K | $667K | 4.6% | |
| FID FREEDOM 2040 K | — | 57,381.54 | $572K | $663K | 4.6% | |
| FID OTC PORTFOLIO | — | 20,774.663 | $338K | $446K | 3.1% | |
| FID FREEDOM 2030 K | — | 24,309.039 | $395K | $427K | 2.9% | |
| FID FREEDOM 2065 K | — | 28,360.594 | $356K | $375K | 2.6% | |
| FID FREEDOM 2035 K | — | 23,605.205 | $330K | $369K | 2.5% | |
| FID INTL CAP APPREC | — | 10,701.773 | $255K | $295K | 2.0% | |
| FID OVERSEAS | — | 3,565.59 | $188K | $223K | 1.5% | |
| FID DIVIDEND GR | — | 5,541.617 | $185K | $212K | 1.5% | |
| FID INVST GR BD | — | 25,000.531 | $182K | $177K | 1.2% | |
| FID EQUITY INC | — | 2,299.408 | $159K | $169K | 1.2% | |
| FID LARGE CAP STOCK | — | 2,840.325 | $105K | $155K | 1.1% | |
| FID VALUE | — | 8,582.839 | $112K | $117K | 0.8% | |
| FID VALUE STRAT | — | 1,637.975 | $79K | $90K | 0.6% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $74K | 0.5% | |
| FID PURITAN | — | 2,534.537 | $59K | $63K | 0.4% | |
| FID FREEDOM 2025 K | — | 4,215.136 | $53K | $57K | 0.4% | |
| FID SHORT TERM BOND | — | 4,388.39 | $36K | $37K | 0.3% | |
| FID GOVT MMKT | — | 32,839.77 | $33K | $33K | 0.2% | |
| FID GROWTH STRAT | — | 486.969 | $27K | $32K | 0.2% | |
| FID FIDELITY FUND | — | 217.139 | $16K | $21K | 0.1% | |
| FID INTERMED BOND | — | 1,394.148 | $14K | $14K | <0.1% | |
| FID EQ DIV INCOME | — | 465.554 | $13K | $13K | <0.1% | |
| FID FREEDOM INC K | — | 935.108 | $10K | $10K | <0.1% | |
| FID FOCUSED STOCK | — | 203.97 | $8K | $8K | <0.1% | |
| FID FREEDOM 2015 K | — | 442.914 | $5K | $5K | <0.1% | |
| FID FREEDOM 2010 K | — | 334.253 | $4K | $5K | <0.1% |
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