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Original filing (PDF)20250918150138NAL0000725715001
INTEGRATED SOLUTIONS FOR SYSTEMS, INC.
Form 5500
FILING_RECEIVED
INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
340
Accounts w/ balance
369
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund "" is 29% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED SOLUTIONS FOR SYSTEMS, INC..
Plan sponsor
Name
INTEGRATED SOLUTIONS FOR SYSTEMS, INC.
EIN
26-1687937
Address
2995 WALL TRIANA HWY, SW · SUITE A1 · HUNTSVILLE, AL · 35824
Phone
(256) 489-9723
Industry
All Other Professional Services· 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
2025-09-18
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
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 | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT | 26-0070474 | — | ADVISOR | $84K | — |
Investments
33 direct securities· $30.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $9.4M | 29.1% | |
| Fidelity Freedom Index 2060 Fund - Investor Class " | — | — | — | $2.0M | 6.1% | |
| DFA U.S. Core Equity II Portfolio Institutional Class " | — | — | — | $1.9M | 6.0% | |
| Fidelity Freedom Index 2035 Fund - Investor Class " | — | — | — | $1.5M | 4.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.3M | 4.1% | |
| Vanguard Wellesley Income Fund Admiral Shares " | — | — | — | $1.3M | 4.0% | |
| Fidelity Freedom Index 2040 Fund - Investor Class " | — | — | — | $1.3M | 4.0% | |
| Fidelity Small Cap Growth Index Fund " | — | — | — | $1.1M | 3.4% | |
| Fidelity Freedom Index 2055 Fund - Investor Class " | — | — | — | $1.1M | 3.4% | |
| Fidelity Freedom Index 2045 Fund - Investor Class " | — | — | — | $1.0M | 3.2% | |
| Fidelity Freedom Index 2025 Fund - Investor Class " | — | — | — | $1.0M | 3.1% | |
| Fidelity Freedom Index 2050 Fund - Investor Class " | — | — | — | $981K | 3.0% | |
| American Funds EuroPacific Growth Fund Class R-6 " | — | — | — | $915K | 2.8% | |
| Fidelity Small Cap Index Fund " | — | — | — | $868K | 2.7% | |
| Fidelity Freedom Index 2020 Fund - Investor Class " | — | — | — | $671K | 2.1% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $587K | 1.8% | |
| DFA International Core Equity Portfolio Institutional Class Mutual fund | — | — | — | $553K | 1.7% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class " | — | — | — | $529K | 1.6% | |
| DFA Real Estate Securities Portfolio Institutional Class " | — | — | — | $527K | 1.6% | |
| Parnassus Core Equity Fund - Investor Shares " | — | — | — | $508K | 1.6% | |
| Fidelity Government Money Market Fund " | — | — | — | $423K | 1.3% | |
| Fidelity Freedom Index 2065 Fund - Investor Class " | — | — | — | $313K | 1.0% | |
| Fidelity Short-Term Bond Index Fund " | — | — | — | $302K | 0.9% | |
| Fidelity Inflation-Protected Bond Index Fund " | — | — | — | $211K | 0.7% | |
| DFA Investment Grade Portfolio Institutional Class Shares " | — | — | — | $188K | 0.6% | |
| DFA International Value Portfolio Institutional Class " | — | — | — | $139K | 0.4% | |
| American Funds New World Fund Class R-6 " | — | — | — | $111K | 0.3% | |
| DFA Intermediate Government Fixed Income Portfolio Institutional Class " | — | — | — | $91K | 0.3% | |
| Fidelity Intermediate Bond Fund " | — | — | — | $33K | 0.1% | |
| Fidelity Total Bond Fund " | — | — | — | $19K | <0.1% | |
| Federated Hermes Institutional High Yield Bond Fund Class R6 " | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Index Income Fund - Investor Class " | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2015 Fund - Investor Class " | — | — | — | $9K | <0.1% |
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