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Original filing (PDF)20251003133211NAL0002373200001
INVESTORTOOLS, INC.
Form 5500
FILING_RECEIVED
INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
171
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESTORTOOLS, INC..
Plan sponsor
Name
INVESTORTOOLS, INC.
EIN
22-2648492
Address
5555 TECH CENTER DR # 320 · COLORADO SPRINGS, CO · 80919
Phone
(630) 466-6427
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
2025-10-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
40 direct securities· $22.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.9M | 17.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.1M | 9.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.9M | 8.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.7M | 7.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.5M | 6.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 5.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 4.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $890K | 4.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $716K | 3.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $678K | 3.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $593K | 2.7% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $412K | 1.9% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $336K | 1.5% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $334K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $331K | 1.5% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $317K | 1.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $304K | 1.4% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $294K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $279K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $279K | 1.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $262K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $246K | 1.1% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $233K | 1.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $231K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $222K | 1.0% | |
| Vanguard Windsor Adm Vanguard 0 | — | — | — | $209K | 1.0% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $187K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $164K | 0.7% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 | — | — | — | $160K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $157K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $127K | 0.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $102K | 0.5% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $94K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $93K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $92K | 0.4% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $86K | 0.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $82K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $59K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $13K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $11K | <0.1% |