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Original filing (PDF)20251009051838NAL0010821056001
ADEX CORPORATION
Form 5500
FILING_RECEIVED
ADEX 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
145
Accounts w/ balance
140
Plan assets (EOY)
$631K
Net assets (EOY)
$631K
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K" is 33% of plan.
Helping the score
- Below-peer total fees (40 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADEX CORPORATION.
Plan sponsor
Name
ADEX CORPORATION
EIN
13-3741300
Address
980 N FEDERAL HIGHWAY · SUITE 304 · BOCA RATON, FL · 33432
Phone
(678) 682-7503
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-10-09
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
GRG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
18 direct securities · 1 pooled fund· $616K(98% 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.
Registered Investment Companies
$523K
18 holdings
Common Collective Trust
$93K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $204K | 32.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $118K | 18.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $93K | 14.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $34K | 5.3% | |
| FID FREEDOM INDEX INC PREMIER 725 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $33K | 5.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $32K | 5.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $25K | 3.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $19K | 3.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $15K | 2.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $12K | 1.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $8K | 1.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $6K | 0.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5K | 0.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $5K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | 0.3% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $1K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $1K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | 0.2% |
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