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Original filing (PDF)20251015162515NAL0002746403001
INSIGNIA TECHNOLOGY SERVICES LLC
Form 5500
FILING_RECEIVED
INSIGNIA TECHNOLOGY SERVICES LLC 401 (K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
141
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 INSIGNIA TECHNOLOGY SERVICES LLC.
Plan sponsor
Name
INSIGNIA TECHNOLOGY SERVICES LLC
EIN
26-1593701
Address
45150 RUSSEL BRANCH PARKWAY · SUITE 300 · ASHBURN, VA · 20147
Phone
(757) 772-0701
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
2025-10-15
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
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $36K | — |
Investments
29 direct securities · 1 pooled fund· $7.9M(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
$7.2M
29 holdings
Common Collective Trust
$642K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund | — | — | — | $1.0M | 13.8% | |
| Fidelity 500 Index Fund | — | — | — | $907K | 12.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $804K | 11.1% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $719K | 9.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $642K | 8.9% | |
| GALLIARD RETIREMENT INCOME FUND WILLIAM TRUST · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $642K | 8.9% | |
| Galliard Retirement Income | — | — | — | $392K | 5.4% | |
| Fidelity Advisor Equity Growth Z | — | — | — | $305K | 4.2% | |
| Vanguard Equity Income Fund | — | — | — | $294K | 4.1% | |
| Dodge & Cox Income Fund | — | — | — | $247K | 3.4% | |
| Vanguard Explorer Fund | — | — | — | $238K | 3.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $226K | 3.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $219K | 3.0% | |
| American Funds Europacific Growth Fund | — | — | — | $194K | 2.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $164K | 2.3% | |
| DFA US Targeted Value Portfolio | — | — | — | $133K | 1.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $123K | 1.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $114K | 1.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $112K | 1.5% | |
| American Funds American Balanced Fund | — | — | — | $85K | 1.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $76K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $76K | 1.0% | |
| DFA Emerging Markets | — | — | — | $53K | 0.7% | |
| Vanguard Total Bond Index Admiral Fund | — | — | — | $40K | 0.5% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $28K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $19K | 0.3% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4K | <0.1% | |
| Participant Loans | — | — | — | $649 | <0.1% |
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