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Original filing (PDF)20251013074220NAL0002091602001
IVCI, LLC
Form 5500
FILING_RECEIVED
IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
71
Accounts w/ balance
107
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 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 IVCI, LLC.
Plan sponsor
Name
IVCI, LLC
EIN
20-0399584
Address
601 OLD WILLETS PATH · HAUPPAUGE, NY · 11788
Phone
(888) 401-5723
Industry
Professional & Technical Servicessee all
Plan administrator
Name
401(K) SAFE 3(16) LLC
EIN
83-0824803
City
ALBERTVILLE, AL
Phone
(888) 401-5723
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | — | MINNEAPOLIS, MN | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $38K | — |
| LBMC, PC | — | BRENTWOOD, TN | SERVICE PROVIDER | $11K | — |
Investments
54 direct securities· $22.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 11.4% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.4M | 11.4% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.4M | 11.3% | |
| Voya Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 11.3% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.4M | 10.9% | |
| Voya Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 10.9% | |
| (Held at End of Year) IVCI, LLC 401(K) PROFIT SHARING PL EIN#20-0399584 Plan# 002 Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.3M | 10.2% | |
| Voya Vanguard Target Retirement 2030 Fund | — | — | — | $1.3M | 10.2% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.1M | 8.6% | |
| Voya JPMorgan Large Cap Growth Fund R6 | — | — | — | $1.1M | 8.6% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $929K | 7.5% | |
| Voya Vanguard Target Retirement 2040 Fund | — | — | — | $929K | 7.5% | |
| Voya Vanguard 500 Index Fund Adm | — | — | — | $844K | 6.8% | |
| Voya Retirement Insurance and Annuity Co. Fixed Account | — | — | — | $672K | 5.4% | |
| Voya Vanguard Target Retirement 2060 Fund | — | — | — | $533K | 4.3% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $533K | 4.3% | |
| ClrBrg Apprec Fnd IS Registered Investment Company | — | — | — | $394K | 3.2% | |
| Voya ClearBridge Appreciation Fund | — | — | — | $394K | 3.2% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $353K | 2.8% | |
| Voya Vanguard Target Retirement 2025 Fund | — | — | — | $353K | 2.8% | |
| Voya American Funds Washington Mutual Inv R6 | — | — | — | $343K | 2.8% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | — | — | — | $342K | 2.8% | |
| Voya Neuberger Berman Mid Cap Growth Fund R6 | — | — | — | $342K | 2.8% | |
| with various maturity dates through 2029 - | — | — | — | $251K | 2.0% | |
| LOAN FUND Participant Loans - Rates 5.25% to 10.50% | — | — | — | $251K | 2.0% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $229K | 1.8% | |
| Voya Vanguard Target Retirement 2055 Fund | — | — | — | $229K | 1.8% | |
| Voya Vanguard Target Retirement 2020 Fund | — | — | — | $122K | 1.0% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $122K | 1.0% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $116K | 0.9% | |
| Voya Eaton Vance Income Fund of Boston | — | — | — | $111K | 0.9% | |
| Voya Vanguard Small-Cap Index Fnd Adm | — | — | — | $110K | 0.9% | |
| Voya Vanguard International Value Fund | — | — | — | $94K | 0.8% | |
| Vangrd Intl Value Fnd Inv Registered Investment Company | — | — | — | $94K | 0.8% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $90K | 0.7% | |
| Voya Clear Bridge Small Cap Growth Fund | — | — | — | $90K | 0.7% | |
| Voya MFS Growth Fund R6 | — | — | — | $76K | 0.6% | |
| MFS International Grw Fund R6 Registered Investment Company | — | — | — | $76K | 0.6% | |
| DFA Commodity Strategy Prt Ins Registered Investment Company | — | — | — | $47K | 0.4% | |
| Voya DFA U.S. Targeted Value Port Inst | — | — | — | $45K | 0.4% | |
| Voya Vanguard Mid-Cap Index Fnd Adm | — | — | — | $41K | 0.3% | |
| Voya Government Money Market Fnd A | — | — | — | $39K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $39K | 0.3% | |
| DFA Global Real Est Sec Pt Ins Registered Investment Company | — | — | — | $30K | 0.2% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $29K | 0.2% | |
| Voya American Funds New Perspective R6 | — | — | — | $29K | 0.2% | |
| Voya Intermediate Bond Fnd R6 | — | — | — | $27K | 0.2% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $19K | 0.2% | |
| Voya Vanguard Emerging Markets Stock Index Fund | — | — | — | $19K | 0.2% | |
| Voya American Funds Cap Inc Builder R6 | — | — | — | $17K | 0.1% | |
| Voya Vanguard Target Retirement 2065 Fund | — | — | — | $5K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $5K | <0.1% | |
| Voya PIMCO Income Fund | — | — | — | $4K | <0.1% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $2K | <0.1% |
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