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Original filing (PDF)20251013162849NAL0001599745001
IERUS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
IERUS TECHNOLOGIES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
193
Accounts w/ balance
261
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
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)
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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IERUS TECHNOLOGIES, INC..
Plan sponsor
Name
IERUS TECHNOLOGIES, INC.
EIN
26-2916555
Address
2815 NEWBY RD SW · HUNTSVILLE, AL · 35805
Phone
(256) 319-2026
Industry
Information / Tech / Mediasee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN PC
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 | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
30 direct securities · 1 pooled fund· $33.2M(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
$33.1M
30 holdings
Common Collective Trust
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments * Fidelity Management Trust Co. 500 Index Fund - | — | — | — | $5.0M | 15.0% | |
| Fidelity Management Trust Co. Freedom 2045 Fund Class K6 - | — | — | — | $3.6M | 10.8% | |
| Fidelity Management Trust Co. Freedom 2060 Fund Class K6 - | — | — | — | $3.4M | 10.1% | |
| Fidelity Management Trust Co. Freedom 2050 Fund Class K6 - | — | — | — | $3.3M | 10.0% | |
| Fidelity Management Trust Co. Freedom 2030 Fund Class K6 - | — | — | — | $2.6M | 7.9% | |
| Gabelli U.S. Treasury Money Market Fund - | — | — | — | $1.6M | 4.7% | |
| Fidelity Management Trust Co. Freedom 2055 Fund Class K6 - | — | — | — | $1.4M | 4.3% | |
| Franklin Growth Opportunities Fund Class A - | — | — | — | $1.4M | 4.2% | |
| Fidelity Management Trust Co. Nasdaq Comp Indx - | — | — | — | $1.2M | 3.5% | |
| Fidelity Management Trust Co. Mid-Cap Index Fund - | — | — | — | $1.1M | 3.5% | |
| Fidelity Management Trust Co. Freedom 2040 Fund Class K6 - | — | — | — | $966K | 2.9% | |
| Fidelity Management Trust Co. Small-Cap Index Fund - | — | — | — | $884K | 2.7% | |
| Fidelity Management Trust Co. Freedom 2020 Fund Class K6 - | — | — | — | $702K | 2.1% | |
| Class A * Fidelity Management Trust Co. Global ex-U.S. Index Fund - | — | — | — | $692K | 2.1% | |
| Fidelity Management Trust Co. U.S. Bond Index Fund - | — | — | — | $562K | 1.7% | |
| Columbia Threadneedle Dividend Income Fund Class A - | — | — | — | $542K | 1.6% | |
| Fidelity Management Trust Co. Freedom 2035 Fund Class K6 - | — | — | — | $542K | 1.6% | |
| Fidelity Management Trust Co. Mid-Cap Growth Index Fund - | — | — | — | $540K | 1.6% | |
| Fidelity Management Trust Co. Freedom 2025 Fund Class K6 - | — | — | — | $450K | 1.4% | |
| Fidelity Management Trust Co. Freedom 2015 Fund Class K6 - | — | — | — | $389K | 1.2% | |
| American Funds American Balanced Fund Class R-4 - | — | — | — | $387K | 1.2% | |
| Fidelity Management Trust Co. International Capital Appreciation Fund - | — | — | — | $345K | 1.0% | |
| PIMCO Investments Income Fund Administrative Class - | — | — | — | $343K | 1.0% | |
| Fidelity Management Trust Co. Freedom 2065 Fund Class K6 - | — | — | — | $329K | 1.0% | |
| Putnam Fiduciary Trust Co. Small Cap Growth Fund - | — | — | — | $320K | 1.0% | |
| American Funds New World Fund Class R-4 - | — | — | — | $130K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class A - | — | — | — | $119K | 0.4% | |
| MFS Investment Management New Discovery Value Fund Class R3 - | — | — | — | $109K | 0.3% | |
| Fidelity Management Trust Co. Freedom Income Fund Class K6 - | — | — | — | $92K | 0.3% | |
| Brandywine Global High Yield Institutional Shares - | — | — | — | $87K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $54K | 0.2% |
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