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Original filing (PDF)20250804131357NAL0000750099001
INOVEX INFORMATION SYSTEMS
Form 5500
FILING_RECEIVED
INOVEX INFORMATION SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
585
Accounts w/ balance
753
Plan assets (EOY)
$89.6M
Net assets (EOY)
$89.6M
How this plan invests
This plan
17 pooled trusts
Schedule D
41 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOVEX INFORMATION SYSTEMS.
Plan sponsor
Name
INOVEX INFORMATION SYSTEMS
EIN
20-0789181
Address
6950 COLUMBIA GATEWAY DRIVE · SUITE 350 · COLUMBIA, MD · 21046
Phone
(443) 472-2087
Industry
Professional & Technical Servicessee 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
2025-08-04
Pension benefit codes
2A · Age/service weighted or new comparability
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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES, INC. | 52-1053785 | COLUMBIA, MD | CONTRACT ADMINISTRATOR | $27K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | SERVICE PROVIDER | $67K | — |
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | OTHER SERVICES | $0 | — |
Investments
31 direct securities · 17 pooled funds· $93.2M(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.
Common Collective Trust
$56.1M
17 holdings
Uncategorized
$37.1M
31 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4386547 / PN 307 | Common Collective Trust | — | — | $15.8M | 17.6% | |
| INDEXSELECT MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $15.5M | 17.3% | |
| INDEXSELECT MOD 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $12.2M | 13.6% | |
| IndexSelect Moderate Retirement Fund Collective Trust NR | — | — | — | $7.6M | 8.5% | |
| INDEXSELECT MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $7.6M | 8.5% | |
| iShares Russell 1000 Large-Cap Index Fund Mutual Fund NR | — | — | — | $6.7M | 7.5% | |
| Empower Investments Fixed Account Guaranteed Investment Contract NR | — | — | — | $2.7M | 3.0% | |
| BlackRock Technology Opportunities Fund Mutual Fund NR | — | — | — | $2.7M | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $2.6M | 2.9% | |
| MFS Growth Fund Mutual Fund NR | — | — | — | $2.5M | 2.8% | |
| INDEXSELECT MOD 2065 FUND CL R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| iShares Russell 2000 Small-Cap Index Fund Mutual Fund NR | — | — | — | $1.5M | 1.7% | |
| iShares U.S. Aggregate Bond Index Fund Mutual Fund NR | — | — | — | $1.2M | 1.4% | |
| INDEXSELECT AGG 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $1.1M | 1.2% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $1.0M | 1.2% | |
| JPMorgan U.S. Research Enhanced Equity Fund Mutual Fund NR | — | — | — | $1.0M | 1.1% | |
| INDEXSELECT AGGR 2055 FUND CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $770K | 0.9% | |
| T. Rowe Price Value Fund Mutual Fund NR | — | — | — | $757K | 0.8% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $714K | 0.8% | |
| Various, bearing interest from * Participant loans 3.25% - 9.50% - | — | — | — | $693K | 0.8% | |
| BlackRock High Yield Portfolio Fund Mutual Fund NR | — | — | — | $627K | 0.7% | |
| IndexSelect Aggressive Retirement Fund Collective Trust NR | — | — | — | $544K | 0.6% | |
| INDEXSELECT AGG RETIRE FUND CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $544K | 0.6% | |
| Principal SmallCap Growth Fund Mutual Fund NR | — | — | — | $531K | 0.6% | |
| INDEXSELECT AGG 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $522K | 0.6% | |
| American Funds New Perspective Fund Mutual Fund NR | — | — | — | $423K | 0.5% | |
| Columbia Small Cap Value Fund Mutual Fund NR | — | — | — | $361K | 0.4% | |
| Goldman Sachs International Equity Insights Fund Mutual Fund NR | — | — | — | $268K | 0.3% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | — | — | — | $261K | 0.3% | |
| BNY Mellon Small/Mid Cap Growth Fund Mutual Fund NR | — | — | — | $219K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | — | — | — | $166K | 0.2% | |
| T.Rowe Price Overseas Stock Fund Mutual Fund NR | — | — | — | $153K | 0.2% | |
| DFA International Real Estate Securities Portfolio Mutual Fund NR | — | — | — | $151K | 0.2% | |
| DFA Commodity Strategy Fund Mutual Fund NR | — | — | — | $135K | 0.2% | |
| INDEXSELECT AGG 2065 FUND CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $108K | 0.1% | |
| American Funds Inflation Linked Bond Fund Mutual Fund NR | — | — | — | $101K | 0.1% | |
| JPMorgan Core Bond Fund Mutual Fund NR | — | — | — | $98K | 0.1% | |
| PIMCO International Bond Fund Mutual Fund NR | — | — | — | $62K | <0.1% | |
| Fidelity Advisor Energy Fund Mutual Fund NR | — | — | — | $48K | <0.1% | |
| INDEXSELECT CONS 2055 FUND CL R6 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $25K | <0.1% | |
| IndexSelect Conservative 2065 Fund Collective Trust NR 799 IndexSelect Conservative Retirement Fund Collective Trust NR | — | — | — | $24K | <0.1% | |
| INDEXSELECT CONS RET FUND CL R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $24K | <0.1% | |
| INDEXSELECT CONS 2035 FUND CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT CONS 2065 FUND CL R6 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $799 | <0.1% | |
| INDEXSELECT MOD 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGG 2025 FUND CL R6 GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONS 2025 FUND CL R6 GREAT GRAY · EIN 38-7275307 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
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