How big is IDI Billing Solutions' plan?

IDI Billing Solutions' plan reported $42.7M in assets and 134 participants for 2024.

Original filing (PDF)20250909064102NAL0020027857001

IDI Billing Solutions

Name: IDI Billing Solutions — IDI Billing Solutions 401(k), Form 5500 (2024)
Creator: IDI Billing Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IDI Billing Solutions 401(k) Plan

401(k) retirement plan · IDI Billing Solutions' IDI Billing Solutions 401(k) Plan held $42.7M in plan assets for 134 participants in 2024.

Signals · 1

High average account balance

Active participants

134

Accounts w/ balance

163

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

People on this filing

Linda K Nelson signed IDI Billing Solutions' 2024 Form 5500 as plan administrator.

Linda K Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IDI Billing Solutions' EIN is 16-1494521.

EIN 16-1494521

Plan number 001

Plan year 2024

ACK ID 20250909064102NAL0020027857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IDI Billing Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IDI Billing Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDI BILLING SOLUTIONS.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (99th percentile).

Plan sponsor

Name

IDI BILLING SOLUTIONS

EIN

all filings

Address

7615 OMNITECH PL · VICTOR, NY · 14564

Phone

(585) 924-4110

Industry

Professional & Technical Services

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

2025-09-09

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)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CANANDAIGUA NATIONAL BANK & TRUST	16-0373410	—	NONE	$2K	—

Investments

26 direct securities· $42.4M(99% of reported assets)

Mutual Funds

$27.9M

20 holdings

Common Collective Trusts

$14.4M

6 holdings

					% of plan
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$5.9M	13.8%
Vanguard 500 Index Fund Signal Mutual Fund	Common Collective Trusts	—	—	$5.1M	11.9%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$5.0M	11.8%
Vanguard Total Stock Market Index Fund Signal Mutual Fund	Common Collective Trusts	—	—	$3.9M	9.2%
Vanguard Growth Index Signal Funds Mutual Fund	Mutual Funds	—	—	$2.8M	6.5%
Fidelity Contra Fund Mutual Fund	Mutual Funds	—	—	$2.4M	5.5%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$2.0M	4.6%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.8M	4.3%
Vanguard Mid-Cap Index Fund Signal Shares Mutual Fund	Common Collective Trusts	—	—	$1.7M	3.9%
Vanguard Total Bond Market Index Fund Signal Mutual Fund	Common Collective Trusts	—	—	$1.6M	3.8%
Vanguard Small Cap Index Fund Signal Shares Mutual Fund	Common Collective Trusts	—	—	$1.4M	3.2%
Vanguard Value Index Signal Funds Mutual Fund	Mutual Funds	—	—	$1.3M	3.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	3.0%
American Funds Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$873K	2.0%
Vanguard Small Cap Value Index Mutual Fund	Mutual Funds	—	—	$811K	1.9%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$789K	1.9%
Vanguard Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$747K	1.8%
Vanguard Selected Value Mutual Fund	Mutual Funds	—	—	$585K	1.4%
Vanguard Equity Income Mutual Fund	Mutual Funds	—	—	$559K	1.3%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$520K	1.2%
Vanguard Mid-Cap Growth Mutual Fund	Mutual Funds	—	—	$472K	1.1%
American Funds CAP World R6 Mutual Fund	Mutual Funds	—	—	$345K	0.8%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$259K	0.6%
Fidelity US Government Reserves Money Market	Mutual Funds	—	—	$232K	0.5%
Vanguard Inflation Protected Security Fund Mutual Fund	Mutual Funds	—	—	$94K	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%