Back to filter
Original filing (PDF)20251008163848NAL0010176448001
INSURANCE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
INSURANCE TECHNOLOGIES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
191
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
34 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE TECHNOLOGIES, LLC.
Plan sponsor
Name
INSURANCE TECHNOLOGIES, LLC
EIN
20-3587415
Address
539 WEST COMMERCE STREET #6200 · DALLAS, TX · 75208
Phone
(719) 442-6400
Industry
Custom Computer Programming· 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
2025-10-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | — | CHICAGO, IL | INVESTMENT ADVISOR | $36K | — |
Investments
34 direct securities· $24.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.8M | 11.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $2.7M | 10.9% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.9M | 7.9% | |
| T. Rowe Price Growth Stock I | — | — | — | $1.8M | 7.5% | |
| Great-West Life Key Guaranteed Portfolio Fund | — | — | — | $1.6M | 6.6% | |
| Vanguard Information Technology Index Admiral | — | — | — | $1.6M | 6.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.5M | 5.9% | |
| Vanguard Equity-Income Adm | — | — | — | $1.4M | 5.6% | |
| T. Rowe Price Diversified Mid Cap Growth | — | — | — | $995K | 4.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $934K | 3.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $863K | 3.5% | |
| Vanguard 500 Index Admiral | — | — | — | $832K | 3.4% | |
| Baird Core Plus Bond Inst | — | — | — | $548K | 2.2% | |
| American Funds EuroPacific GR R5 | — | — | — | $513K | 2.1% | |
| American Beacon Small Cap Value A | — | — | — | $478K | 1.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $469K | 1.9% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $406K | 1.6% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $396K | 1.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $358K | 1.5% | |
| T. Rowe Price Health Sciences | — | — | — | $351K | 1.4% | |
| Vanguard Energy Adm | — | — | — | $348K | 1.4% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $338K | 1.4% | |
| Vanguard Target Retirement Income Inv | — | — | — | $323K | 1.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $241K | 1.0% | |
| Invesco Developing Markets Y | — | — | — | $216K | 0.9% | |
| America Century Mid Cap Value R6 | — | — | — | $183K | 0.7% | |
| Vanguard Mid-Cap Index Fund-Admiral | — | — | — | $140K | 0.6% | |
| Vanguard Real Estate Index Admiral | — | — | — | $112K | 0.5% | |
| Vanguard Total Intl BD Index Admiral | — | — | — | $99K | 0.4% | |
| Participant Notes Receivable * Participant Loans Interest rates range from 4.25% to 8.00% - | — | — | — | $69K | 0.3% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $53K | 0.2% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $50K | 0.2% | |
| Vanguard Utilities Index Adm | — | — | — | $27K | 0.1% | |
| T. Rowe Price International Discovery | — | — | — | $10K | <0.1% |
Related plans
Other plans using TOWERS WATSON INVESTMENT SERVICES I
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
BARCLAYS SERVICES CORPORATION
BARCLAYS 401(K) PLAN
$3.6B · 11,498 participants
UNITED AIRLINES, INC.
THE CONTINENTAL RETIREMENT PLAN
$3.5B · 26,332 participants
DYCOM INDUSTRIES, INC.
DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
$403.3M · 16,855 participants
BELDEN INC.
BELDEN RETIREMENT SAVINGS PLAN
$392.0M · 2,283 participants
AUTOKINITON US HOLDINGS, INC.
AUTOKINITON RETIREMENT SAVINGS PLAN
$302.4M · 4,029 participants
Similar-size Custom Computer Programming plans
IRON GALAXY STUDIOS, LLC
IRON GALAXY STUDIOS, LLC 401(K) PLAN
$24.7M · 281 participants
VANTA INC
VANTA 401(K) PLAN
$24.7M · 542 participants
SPERIDIAN TECHNOLOGIES, LLC
SPERIDIAN TECHNOLOGIES, LLC 401(K) PLAN
$24.4M · 351 participants
TALKDESK INC.
TALKDESK 401(K) RETIREMENT SAVINGS PLAN
$24.4M · 472 participants
CLARITY SOFTWARE SOLUTIONS, INC.
CLARITY SOFTWARE SOLUTIONS 401(K) PROFIT SHARING PLAN
$24.4M · 251 participants
LUMIN DIGITAL, INC.
LUMIN DIGITAL 401(K) PLAN
$25.0M · 225 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants