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Original filing (PDF)20250828151358NAL0018172352001
IMPRIVATA, INC.
Form 5500
FILING_RECEIVED
IMPRIVATA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
799
Accounts w/ balance
1,149
Plan assets (EOY)
$118.8M
Net assets (EOY)
$118.8M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPRIVATA, INC..
Plan sponsor
Name
IMPRIVATA, INC.
EIN
04-3560178
Address
20 CITY POINT, 6TH FLOOR · 480 TOTTEN POND ROAD · WALTHAM, MA · 02451
Phone
(781) 674-2700
Industry
Manufacturingsee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP, INC | 04-2530412 | — | TPA | $12K | — |
Investments
44 direct securities · 1 pooled fund· $118.8M(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
$117.3M
44 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IS S&P 500 IDX K Mutual Fund | — | — | — | $14.6M | 12.3% | |
| AF TRGT DATE 2040 R6 Mutual Fund | — | — | — | $11.5M | 9.6% | |
| AF TRGT DATE 2035 R6 Mutual Fund | — | — | — | $11.0M | 9.3% | |
| AF TRGT DATE 2050 R6 Mutual Fund | — | — | — | $8.2M | 6.9% | |
| AF TRGT DATE 2045 R6 Mutual Fund | — | — | — | $8.1M | 6.8% | |
| AF TRGT DATE 2055 R6 Mutual Fund | — | — | — | $5.7M | 4.8% | |
| AF TRGT DATE 2030 R6 Mutual Fund | — | — | — | $5.5M | 4.6% | |
| AB LG CAP GRTH ADV Mutual Fund | — | — | — | $4.5M | 3.8% | |
| AF TRGT DATE 2060 R6 Mutual Fund | — | — | — | $4.5M | 3.8% | |
| TRP GLOBAL STOCK I Mutual Fund | — | — | — | $3.7M | 3.1% | |
| COL CONTRAN CORE I2 Mutual Fund | — | — | — | $3.6M | 3.1% | |
| AF TRGT DATE 2025 R6 Mutual Fund | — | — | — | $3.4M | 2.8% | |
| COL DIVIDEND INC I3 Mutual Fund | — | — | — | $2.7M | 2.3% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $2.3M | 2.0% | |
| VANG VMMR-FED MMKT Mutual Fund | — | — | — | $2.1M | 1.8% | |
| MFS MID CAP GRTH R6 Mutual Fund | — | — | — | $2.1M | 1.7% | |
| BTW SMALL CAP Mutual Fund | — | — | — | $1.9M | 1.6% | |
| VICTORY S EST VAL R6 Mutual Fund | — | — | — | $1.8M | 1.5% | |
| GUGHM TOT RTN BD P Mutual Fund | — | — | — | $1.6M | 1.3% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| AF NEW WORLD R6 Mutual Fund | — | — | — | $1.5M | 1.3% | |
| BLKRK 80/20 TA INST Mutual Fund | — | — | — | $1.5M | 1.2% | |
| FID NASDAQ COMP INDX Mutual Fund | — | — | — | $1.4M | 1.1% | |
| AF TRGT DATE 2020 R6 Mutual Fund | — | — | — | $1.2M | 1.0% | |
| CONGRESS SMCP GR RTL Mutual Fund | — | — | — | $1.2M | 1.0% | |
| CALV US LG CP CRI I Mutual Fund | — | — | — | $1.1M | 1.0% | |
| UM BEHAVIORAL VAL R6 Mutual Fund | — | — | — | $1.1M | 0.9% | |
| DODGE & COX GLB BD I Mutual Fund | — | — | — | $1.1M | 0.9% | |
| CB SMALL CAP I Mutual Fund ** 1 Loans to participants with interest rates at * Participant loans 4.25% to 9.50%; maturing through 2032 - | — | — | — | $998K | 0.8% | |
| AF TRGT DATE 2065 R6 Mutual Fund | — | — | — | $966K | 0.8% | |
| AF CAP INC BLDR R6 Mutual Fund | — | — | — | $871K | 0.7% | |
| BRNDS INTL SMCPEQ R6 Mutual Fund | — | — | — | $853K | 0.7% | |
| LS GLOBAL ALLOC Y Mutual Fund | — | — | — | $757K | 0.6% | |
| AF SMALLCAP WORLD R6 Mutual Fund | — | — | — | $746K | 0.6% | |
| BLKRK HI YLD INST Mutual Fund | — | — | — | $674K | 0.6% | |
| INVS EQL WT S&P500 Y Mutual Fund | — | — | — | $668K | 0.6% | |
| BLKRK MA INCOME INST Mutual Fund | — | — | — | $527K | 0.4% | |
| BLKRK 60/40 TA INST Mutual Fund | — | — | — | $524K | 0.4% | |
| BLKRK 40/60 TA INST Mutual Fund | — | — | — | $378K | 0.3% | |
| AF BALANCED R6 Mutual Fund | — | — | — | $164K | 0.1% | |
| VL ASSET ALLOC INST Mutual Fund | — | — | — | $150K | 0.1% | |
| BLKRK 20/80 TA INST Mutual Fund | — | — | — | $73K | <0.1% | |
| AF TRGT DATE 2015 R6 Mutual Fund | — | — | — | $45K | <0.1% | |
| AF TRGT DATE 2010 R6 Mutual Fund | — | — | — | $20K | <0.1% | |
| AF TRGT DATE 2070 R6 Mutual Fund | — | — | — | $1K | <0.1% |