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Original filing (PDF)20251015074048NAL0008206082001
INFAITH
Form 5500
FILING_RECEIVED
INFAITH 401(K) PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
121
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFAITH.
Plan sponsor
Name
INFAITH
EIN
23-1381400
Address
145 JOHN ROBERT THOMAS DRIVE · EXTON, PA · 19341
Phone
(610) 527-4439
Industry
Other Services (ex. Public Admin)see 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
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
TAIT, WELLER & BAKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $669 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 42-1129623 | — | ADVISOR | $0 | — |
Investments
27 direct securities · 1 pooled fund· $8.0M(99% 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
$7.7M
26 holdings
Common Collective Trust
$286K
1 holding
Mutual Funds
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2020 Fund Class Z | — | — | — | $1.8M | 21.7% | |
| Fidelity Advisor Freedom 2030 Fund Class Z | — | — | — | $997K | 12.3% | |
| Fidelity Advisor Freedom 2025 Fund Class Z | — | — | — | $876K | 10.8% | |
| Fidelity 500 Index Fund | — | — | — | $668K | 8.2% | |
| Fidelity Advisor Freedom 2035 Fund Class Z | — | — | — | $666K | 8.2% | |
| Fidelity Advisor Freedom 2010 Fund Class Z | — | — | — | $612K | 7.5% | |
| Fidelity Advisor Freedom 2015 Fund Class Z | — | — | — | $520K | 6.4% | |
| Fidelity Advisor Freedom 2045 Fund Class Z | — | — | — | $292K | 3.6% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $286K | 3.5% | |
| Fidelity Advisor Freedom 2040 Fund Class Z | — | — | — | $271K | 3.3% | |
| MFS Growth Fund Class R3 | — | — | — | $189K | 2.3% | |
| Victory Sycamore Established Value Fund Class A | — | — | — | $115K | 1.4% | |
| Fidelity Advisor Freedom Income Fund Class Z | — | — | — | $106K | 1.3% | |
| Janus Henderson Enterprise Fund Class S | — | — | — | $87K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $85K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund Class A | — | — | — | $83K | 1.0% | |
| Fidelity Advisor Small Cap Growth Fund Class A | — | — | — | $83K | 1.0% | |
| Fidelity Advisor Freedom 2050 Fund Class Z | — | — | — | $64K | 0.8% | |
| Putnam Large Cap Value Fund Class R5 | — | — | — | $54K | 0.7% | |
| Eaton Vance Income Fund of Boston Class A | — | — | — | $54K | 0.7% | |
| American Funds Bond Fund of America R5E | — | — | — | $44K | 0.5% | |
| Fidelity Advisor Freedom 2060 Fund Class Z | — | — | — | $22K | 0.3% | |
| Fidelity Advisor Focus Emerging Markets Fund Class A | — | — | — | $19K | 0.2% | |
| Fidelity Advisor Freedom 2055 Fund Class Z | — | — | — | $15K | 0.2% | |
| Fidelity Mid Cap Index Fund Class | — | — | — | $15K | 0.2% | |
| Fidelity Advisor Balanced Fund Class A | — | — | — | $13K | 0.2% | |
| AB Global Bond Class A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom 2065 Fund Class Z | — | — | — | $3K | <0.1% |