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Original filing (PDF)20251013092845NAL0001595104001
INHANCE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
INHANCE TECHNOLOGIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
301
Accounts w/ balance
327
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity FID 500 INDEX" is 25% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INHANCE TECHNOLOGIES, LLC.
Plan sponsor
Name
INHANCE TECHNOLOGIES, LLC
EIN
20-0149703
Address
22008 NORTH BERWICK · HOUSTON, TX · 77095
Phone
(281) 578-1440
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
2025-10-13
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RILEY AND COMPANY, PLLC
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RILEY CPA | 76-0560371 | — | ACCOUNTANT/AUDITOR | $6K | — |
Investments
32 direct securities · 1 pooled fund· $20.8M(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
$20.1M
32 holdings
Common Collective Trust
$702K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $5.2M | 25.2% | |
| MFS INTL DIVRSN R6 | — | — | — | $2.0M | 9.6% | |
| Putnam PUTN LG CAP VAL R6 | — | — | — | $1.8M | 8.8% | |
| Identity Description of Investment Cost Current Value * Fidelity FID US BOND IDX | — | — | — | $1.5M | 7.4% | |
| Identity Description of Investment Cost Current Value Victory S EST VAL R6 | — | — | — | $1.2M | 5.9% | |
| AB LG CAP GRTH Z | — | — | — | $875K | 4.2% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $743K | 3.6% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $706K | 3.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $702K | 3.4% | |
| PIMCO INCOME INST | — | — | — | $661K | 3.2% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $594K | 2.9% | |
| Participant Loans Interest Rate on Loans is 3.25% to 9.50% 0 | — | — | — | $556K | 2.7% | |
| Invesco INVS DISC MDCP GR R6 | — | — | — | $463K | 2.2% | |
| Lord Abbett LD ABBETT TOT RTN R6 | — | — | — | $452K | 2.2% | |
| Lincoln Stable Value Fund | — | — | — | $417K | 2.0% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $377K | 1.8% | |
| Putnam SM CAP GR R6 | — | — | — | $370K | 1.8% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $367K | 1.8% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $355K | 1.7% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $317K | 1.5% | |
| UM BEHAVIORAL VAL R6 | — | — | — | $302K | 1.5% | |
| Cohen and Steers C&S REALTY SHARES Z | — | — | — | $188K | 0.9% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $152K | 0.7% | |
| Fidelity FID INTL INDEX | — | — | — | $81K | 0.4% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $63K | 0.3% | |
| Fidelity FID MID CAP IDX | — | — | — | $63K | 0.3% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $51K | 0.2% | |
| Fidelity FID SM CAP IDX | — | — | — | $50K | 0.2% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $48K | 0.2% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $10K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | — | — | — | $5K | <0.1% | |
| Fidelity FID GOVT MMKT K6 | — | — | — | $3K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | — | — | — | $1K | <0.1% |
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