Back to filter
Original filing (PDF)20251120151047NAL0002991587001
INFO-TECH RESEARCH GROUP INC.
Form 5500
FILING_RECEIVED
INFO-TECH 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.1 moNo recordkeeper disclosed
Active participants
261
Accounts w/ balance
271
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFO-TECH RESEARCH GROUP INC..
Plan sponsor
Name
INFO-TECH RESEARCH GROUP INC.
EIN
20-4312071
Address
3960 HOWARD HUGHES PKWY STE 500 · LAS VEGAS, NV · 89169
Phone
(888) 670-8889
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
2025-11-20
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
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
INFO-TECH RESEARCH GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | — | IRVINE, CA | INVESTMENT MANAGEMENT | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $32K | — |
Investments
25 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund n/a | — | — | — | $1.9M | 16.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund n/a | — | — | — | $1.3M | 11.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund n/a | — | — | — | $1.2M | 10.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund n/a | — | — | — | $1.1M | 9.3% | |
| Vanguard US Growth Admiral Mutual Fund n/a | — | — | — | $844K | 7.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund n/a | — | — | — | $766K | 6.7% | |
| Vanguard Equity-Income Adm Mutual Fund n/a | — | — | — | $446K | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund n/a | — | — | — | $442K | 3.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund n/a | — | — | — | $426K | 3.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund n/a | — | — | — | $390K | 3.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund n/a | — | — | — | $337K | 2.9% | |
| Fidelity Small Cap Index Mutual Fund n/a | — | — | — | $336K | 2.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund n/a | — | — | — | $296K | 2.6% | |
| MFS International Growth R6 Mutual Fund n/a | — | — | — | $277K | 2.4% | |
| AdvisorTrust FDIC Insured DDA Interest-bearing Cash n/a | — | — | — | $259K | 2.3% | |
| AB Small Cap Growth Z Mutual Fund n/a | — | — | — | $203K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund n/a | — | — | — | $192K | 1.7% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund n/a | — | — | — | $178K | 1.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund n/a | — | — | — | $160K | 1.4% | |
| Fidelity US Bond Index Mutual Fund n/a | — | — | — | $91K | 0.8% | |
| Allspring Special Mid Cap Value Fund R6 Mutual Fund n/a | — | — | — | $91K | 0.8% | |
| Fidelity Advisor Total Bond Z Mutual Fund n/a | — | — | — | $85K | 0.7% | |
| American Beacon Small Cap Value R6 Mutual Fund n/a | — | — | — | $82K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund n/a | — | — | — | $45K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund n/a | — | — | — | $16K | 0.1% |
Related plans
Other plans using PCS RETIREMENT LLC
AMERICAN MULTISPECIALTY GROUP DBA ESSE HEALTH
ESSE HEALTH PROFIT SHARING PLAN
$206.5M · 803 participants
ADVISORTRUST, INC.
401(K) SIMPLIFIED FLEXIBLE
$157.4M · 5,104 participants
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN
$140.7M · 345 participants
JEFFERSON HOSPITAL ASSOCIATION, INC
JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
$130.1M · 1,517 participants
ST. BERNARDS PHYSICIAN CLINICS
ST. BERNARDS PHYSICIAN CLINICS INC. RETIREMENT PLAN
$112.5M · 781 participants
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC 401(K) PLAN
$79.3M · 570 participants
Similar-size Professional & Technical Services plans
HELIOGEN, INC.
HELIOGEN, INC. 401(K) PLAN
$11.4M · 59 participants
OBSIDIAN GLOBAL, LLC
OBSIDIAN GLOBAL LLC 401(K) PLAN
$11.4M · 258 participants
KALTURA INC.
KALTURA INC. 401(K) PLAN
$11.4M · 134 participants
WEB ANALYTICS DEMYSTIFIED, INC.
WEB ANALYTICS DEMYSTIFIED 401(K) PROFIT SHARING PLAN
$11.5M · 6 participants
ALPHASIX LLC
ALPHASIX LLC 401(K) & PS PLAN
$11.4M · 101 participants
SOFTWARE CONCEPTS INTERNATIONAL , LLC
SOFTWARE CONCEPTS INTERNATIONAL, LLC 401(K) PLAN
$11.4M · 12 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B