How big is Identity Group Holdings Corp.'s plan?

Identity Group Holdings Corp.'s plan reported $14.0M in assets and 169 participants for 2024.

Original filing (PDF)20251015154605NAL0005323857001

Identity Group Holdings Corp.

Name: Identity Group Holdings Corp. — Identity Group, Form 5500 (2024)
Creator: Identity Group Holdings Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Identity Group 401(k) Plan

401(k) retirement plan · Identity Group Holdings Corp.'s Identity Group 401(k) Plan held $14.0M in plan assets for 169 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions26% in single holdingCorrective distributions issued

Active participants

169

Accounts w/ balance

271

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Leland Brantley signed Identity Group Holdings Corp.'s 2024 Form 5500 as plan administrator.

Leland Brantley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Identity Group Holdings Corp.'s EIN is 26-1401165.

EIN 26-1401165

Plan number 001

Plan year 2024

ACK ID 20251015154605NAL0005323857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Identity Group Holdings Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Identity Group Holdings Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDENTITY GROUP HOLDINGS CORP..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (7th percentile).

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

IDENTITY GROUP HOLDINGS CORP.

EIN

all filings

Address

1480 GOULD DR · COOKEVILLE, TN · 385064152

Phone

(931) 432-4000

Industry

Manufacturing

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

25 direct securities· $13.8M(99% of reported assets)

Mutual Funds

$10.2M

18 holdings

Common Collective Trusts

$1.8M

4 holdings

Other securities

$1.8M

3 holdings

					% of plan
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$3.7M	26.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	10.1%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$1.4M	9.8%
Fidelity GovernmentMoney Market Money Market	Mutual Funds	—	—	$1.1M	8.1%
Fidelity Freedom 2025 Mutual Fund	Mutual Funds	—	—	$1.0M	7.4%
Fidelity Freedom 2030 Mutual Fund	Mutual Funds	—	—	$836K	6.0%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$830K	5.9%
Fidelity Freedom 2040 Mutual Fund	Mutual Funds	—	—	$801K	5.7%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$512K	3.7%
Fidelity Freedom 2050 Mutual Fund	Mutual Funds	—	—	$498K	3.6%
Columbia Dividend Income Fund Mutual Fund	Other securities	—	—	$376K	2.7%
Fidelity Freedom 2020 Mutual Fund	Mutual Funds	—	—	$298K	2.1%
Fidelity US Bond Index Fund Advtge Mutual Fund	Common Collective Trusts	—	—	$291K	2.1%
Fidelity Freedom 2055 Mutual Fund	Mutual Funds	—	—	$193K	1.4%
PIMCO Total RT INST Mutual Fund	Mutual Funds	—	—	$184K	1.3%
Fidelity Freedom 2060 Mutual Fund	Mutual Funds	—	—	$115K	0.8%
Fidelity Globalex US Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	0.6%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$48K	0.3%
Fidelity Freedom 2065 Mutual Fund	Mutual Funds	—	—	$48K	0.3%
Fidelity International Cap Apprec Mutual Fund	Mutual Funds	—	—	$42K	0.3%
PIF Small Cap R5 Mutual Fund	Other securities	—	—	$39K	0.3%
Fidelity Freedom 2015 Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Fidelity Freedom Income Mutual Fund	Mutual Funds	—	—	$15K	0.1%
Fidelity Freedom 2010 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%