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Original filing (PDF)20250929140346NAL0017984226001
IRIS SOFTWARE INC.
Form 5500
FILING_RECEIVED
IRIS 401 (K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
365
Accounts w/ balance
453
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
56 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRIS SOFTWARE INC..
Plan sponsor
Name
IRIS SOFTWARE INC.
EIN
22-3424909
Address
200 METROPLEX DR STE 300 · EDISON, NJ · 088172600
Phone
(732) 393-0034
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
2025-09-29
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY, LLC | — | BOSTON, MA | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $29K | — |
Investments
40 direct securities · 17 pooled funds· $22.3M(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.
Uncategorized
$16.4M
40 holdings
Common Collective Trust
$5.9M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyCompass Index Moderate 2035 Fund Class R " | — | — | — | $2.2M | 17.0% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $2.2M | 17.0% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $1.7M | 12.6% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $1.7M | 12.6% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.7M | 12.5% | |
| JPMorgan Large Cap Growth Fund Class R6 " | — | — | — | $1.7M | 12.5% | |
| Fidelity 500 Index Fund " | — | — | — | $1.6M | 12.0% | |
| MyCompass Index Moderate 2055 Fund Class R " | — | — | — | $1.0M | 7.8% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.0M | 7.8% | |
| Voya Fixed Account Guaranteed insurance contract | — | — | — | $944K | 7.2% | |
| Vangrd Wellington Fund Adm Registered Investment Company | — | — | — | $612K | 4.6% | |
| Vanguard Wellington Fund Admiral Shares " | — | — | — | $612K | 4.6% | |
| Vangrd Strategic Eqty Fnd Inv Registered Investment Company | — | — | — | $482K | 3.7% | |
| Vanguard Strategic Equity Fund Investor Shares " | — | — | — | $482K | 3.7% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $372K | 2.8% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $372K | 2.8% | |
| Vangrd Value Index Fund Adm Registered Investment Company | — | — | — | $327K | 2.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | — | — | — | $282K | 2.1% | |
| MyCompass Index Aggressive Fund Class R " ** 484 MyCompass Index Aggressive 2035 Fund Class R " | — | — | — | $217K | 1.7% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $217K | 1.7% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $210K | 1.6% | |
| American Funds New Perspective Fund Class R6 Mutual fund | — | — | — | $210K | 1.6% | |
| MyCompass Index Conservative 2065 Fund Class R " ** 245 MyCompass Index Moderate 2065 Fund Class R " | — | — | — | $186K | 1.4% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $186K | 1.4% | |
| Hartford Schrdrs Intl Stck SDR Registered Investment Company | — | — | — | $182K | 1.4% | |
| PIMCO Income Fund Institutional Class " | — | — | — | $170K | 1.3% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust $484 MyCompass Ind Cns 2035 F R Common Collective Trust | — | — | — | $164K | 1.2% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $164K | 1.2% | |
| Vanguard Explorer Fund Admiral Shares " | — | — | — | $135K | 1.0% | |
| Vangrd Explorer Fund Adm Registered Investment Company | — | — | — | $135K | 1.0% | |
| American Funds New World Fund Class R6 " | — | — | — | $131K | 1.0% | |
| PGIM High Yield Fund Class R6 " | — | — | — | $117K | 0.9% | |
| Participant Loans (5.25% - 9.50%) - | — | — | — | $116K | 0.9% | |
| Cohen&Steers Inst Rl Shares Registered Investment Company | — | — | — | $74K | 0.6% | |
| Dodge & Cox Global Bond Fund Class X " | — | — | — | $64K | 0.5% | |
| AmCen Shrt Dur In Pr Bd Fd R6 Registered Investment Company | — | — | — | $60K | 0.5% | |
| American Century Short Duration Inflation Protected Bond Fund Class R6 " | — | — | — | $60K | 0.5% | |
| Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company | — | — | — | $37K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | — | — | — | $37K | 0.3% | |
| MyCompass Ind Agg 2055 Fd R Common Collective Trust | — | — | — | $29K | 0.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $29K | 0.2% | |
| MyCompass Index Aggressive 2045 Fund Class R " | — | — | — | $17K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $17K | 0.1% | |
| Victory Core Plus Intermediate Bond Fund R6 Shares " | — | — | — | $16K | 0.1% | |
| MyCompass Index Aggressive 2065 Fund Class R " | — | — | — | $15K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $15K | 0.1% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company | — | — | — | $14K | 0.1% | |
| Allspring Special Mid Cap Value Fund Class R6 " | — | — | — | $14K | 0.1% | |
| Janus Henderson Enterprise Fund Class N " | — | — | — | $13K | 0.1% | |
| MFS International Growth Fund R6 " | — | — | — | $13K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $484 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $482 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F WILMINGTON TRUST, N.A. · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $245 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $243 | <0.1% | |
| MORLEY STABLE VALUE FUND - CLASS 25 MORLEY STABLE VALUE · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |
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