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Original filing (PDF)20251202124720NAL0006459507001
INFINISOURCE CONSULTING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
INFINISOURCE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.5 mo~127 bps in Sched C fees
Active participants
86
Accounts w/ balance
144
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
98
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- 127 bps in Schedule C fees — 144% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINISOURCE CONSULTING SOLUTIONS, INC..
Plan sponsor
Name
INFINISOURCE CONSULTING SOLUTIONS, INC.
EIN
26-1691871
Address
11710 PLAZA AMERICA DR. SUITE 812 · RESTON, VA · 20190
Phone
(571) 291-3336
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMPSON GREENSPON
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 | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $7K | — |
Investments
31 direct securities · 1 pooled fund· $2.7M(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
$2.2M
28 holdings
Mutual Funds
$225K
2 holdings
Common Collective Trusts
$151K
1 holding
Common Collective Trust
$151K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Registered investment company - | — | — | — | $341K | 13.3% | |
| Fidelity Freedom Index 2035 Fund Registered investment company - | — | — | — | $293K | 11.4% | |
| Fidelity Freedom Index 2045 Fund Registered investment company - | — | — | — | $220K | 8.6% | |
| American Funds New Perspective Fund Class R-6 Registered investment company - | Mutual Funds | — | — | $209K | 8.2% | |
| Fidelity Large Cap Growth Index Fund Registered investment company - | — | — | — | $195K | 7.6% | |
| Fidelity Freedom Index 2060 Fund Registered investment company - | — | — | — | $193K | 7.5% | |
| Fidelity Freedom Index 2055 Fund Registered investment company - | — | — | — | $189K | 7.4% | |
| Federated Hermes Capital Preservation Fund R6 Various - | Common Collective Trusts | — | — | $151K | 5.9% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $151K | 5.9% | |
| Fidelity Freedom Index 2050 Fund Registered investment company - | — | — | — | $119K | 4.6% | |
| Fidelity Freedom Index 2030 Fund Registered investment company - | — | — | — | $116K | 4.5% | |
| Fidelity Freedom Index 2065 Fund Registered investment company - | — | — | — | $96K | 3.8% | |
| Fidelity 500 Index Fund Registered investment company - | — | — | — | $80K | 3.1% | |
| Pax Sustainable Allocation Fund Class Institutional Registered investment company - | — | — | — | $72K | 2.8% | |
| Fidelity Freedom Index 2070 Fund Registered investment company - 614 * Fidelity Freedom Index Income Fund Registered investment company - | — | — | — | $67K | 2.6% | |
| Fidelity Freedom Index 2025 Fund Registered investment company - | — | — | — | $40K | 1.5% | |
| Putnam Large Cap Value Fund Class R6 Registered investment company - | — | — | — | $38K | 1.5% | |
| Fidelity Small Cap Index Fund Registered investment company - 605 * Fidelity Total Bond Fund Registered investment company - | — | — | — | $30K | 1.2% | |
| Notes Receivable from Participants Maturity dates through June 2027, rates of interest 4.25-9.50% - | — | — | — | $23K | 0.9% | |
| Fidelity Freedom Index 2015 Fund Registered investment company - | — | — | — | $16K | 0.6% | |
| s (continued) * Fidelity International Index Fund Registered investment company - | Mutual Funds | — | — | $16K | 0.6% | |
| MFS International Growth Fund Class R6 Registered investment company - | — | — | — | $12K | 0.5% | |
| BlackRock Emerging Markets Fund Registered investment company - | — | — | — | $10K | 0.4% | |
| Janus Henderson Contrarian Fund Registered investment company - | — | — | — | $6K | 0.2% | |
| Fidelity Intermediate Treasury Bond Index Fund Registered investment company - | — | — | — | $5K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Registered investment company - | — | — | — | $5K | 0.2% | |
| Fidelity Mid Cap Growth Index Fund Registered investment company - | — | — | — | $2K | <0.1% | |
| Vanguard International Value Fund Registered investment company - 408 Dodge & Cox Global Bond Fund Class X Registered investment company - | — | — | — | $2K | <0.1% | |
| Fidelity Small Cap Growth Index Fund Registered investment company - | — | — | — | $2K | <0.1% | |
| Hartford Schroders International Stock Fund Class SDR Registered investment company - | — | — | — | $1K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares Registered investment company - | — | — | — | $1K | <0.1% | |
| BlackRock Commodity Strategies Fund K Registered investment company - | — | — | — | $1K | <0.1% |