Original filing (PDF)20251015145315NAL0002487491001

NTIVA, INC.

Name: NTIVA, INC. — NTIVA 401(K) PLAN, Form 5500 (2024)
Creator: NTIVA, INC.

Form 5500

FILING_RECEIVED

NTIVA 401(K) PLAN

401(k) retirement plan

Active participants

735

Accounts w/ balance

361

Plan assets (EOY)

$28.3M

Net assets (EOY)

$28.3M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Knocking points off

Only 49% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Below-peer total fees (6 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NTIVA, INC..

Plan sponsor

Name

NTIVA, INC.

EIN

20-2106015

Address

7900 WESTPARK DRIVE, SUITE A100 · MCLEAN, VA · 22102

Phone

(704) 743-3226

Industry

All Other Professional Services· 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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

RKL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Investments

31 direct securities· $18.1M(64% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Registered Investment Companies * Fidelity 500 Index Fund	—	—	—	$4.0M	14.1%
Fidelity Freedom Index 2045 Instl Prem Fund	—	—	—	$1.7M	6.2%
Fidelity U.S. Bond Index Fund	—	—	—	$1.5M	5.2%
Fidelity Freedom Index 2055 Instl Prem Fund	—	—	—	$1.1M	3.9%
Fidelity Freedom Index 2040 Instl Prem Fund	—	—	—	$905K	3.2%
Fidelity Large Cap Growth Idx Fund	—	—	—	$783K	2.8%
Fidelity Freedom Index 2050 Instl Prem Fund	—	—	—	$736K	2.6%
Self-Directed Brokerage Accounts	—	—	—	$734K	2.6%
Fidelity Freedom Index 2030 Instl Prem Fund	—	—	—	$663K	2.3%
Fidelity International Index Fund	—	—	—	$577K	2.0%
MFS International Equity Fund Class R6	—	—	—	$551K	1.9%
PIMCO RAE US Small Instl	—	—	—	$507K	1.8%
Fidelity Total Market Index Fund	—	—	—	$506K	1.8%
Fidelity Mid Cap Index Fund	—	—	—	$475K	1.7%
Fidelity Freedom Index 2035 Instl Prem Fund	—	—	—	$415K	1.5%
American Century American Century High Income R6	—	—	—	$314K	1.1%
Fidelity International Bond Index Fund	—	—	—	$303K	1.1%
Principal Mid Cap Value I R6	—	—	—	$289K	1.0%
American Funds American Funds New World R6	—	—	—	$261K	0.9%
Cohen & Steers Cohen & Steers Instl Realty Shares	—	—	—	$259K	0.9%
Fidelity Freedom Index 2060 Instl Prem Fund	—	—	—	$242K	0.9%
Putnam Large Cap Value Fund Class R6	—	—	—	$239K	0.8%
Participant Loans 4.25% to 10.50%	—	—	—	$215K	0.8%
American Century American Century Small Cap Growth R6	—	—	—	$212K	0.7%
Fidelity Freedom Index 2025 Instl Prem Fund	—	—	—	$183K	0.6%
Fidelity Inflation-Prot Bd Index Fund	—	—	—	$151K	0.5%
Gabelli U.S. Treasury Money Market Fund	—	—	—	$126K	0.4%
JPMorgan Mid Cap Growth R6	—	—	—	$78K	0.3%
Fidelity Freedom Index 2065 Instl Prem Fund	—	—	—	$53K	0.2%
Fidelity Small Cap Index Fund	—	—	—	$20K	<0.1%
Fidelity Freedom Index Ret Instl Prem	—	—	—	$19K	<0.1%