Original filing (PDF)20251015214907NAL0007376192001

INFINITY MANAGEMENT & INVESEMENTS

Name: INFINITY MANAGEMENT & INVESEMENTS — INFINITY MANAGEMENT & INVESTMENTS 401(K) PLAN, Form 5500 (2024)
Creator: INFINITY MANAGEMENT & INVESEMENTS

Form 5500

FILING_RECEIVED

INFINITY MANAGEMENT & INVESTMENTS 401(K) PLAN

401(k) retirement plan

Signals · 2

40% in single holdingNo recordkeeper disclosed

Active participants

175

Accounts w/ balance

257

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

How this plan invests

This plan

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITY MANAGEMENT & INVESEMENTS.

Plan sponsor

Name

INFINITY MANAGEMENT & INVESEMENTS

EIN

26-3723320

Address

PO BOX 306 · LEWISTON, ID · 83501

Phone

(208) 746-2422

Industry

Management of Companies / Holdingssee 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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 direct securities· $401K(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Stock Market Index Fund	—	—	—	$161K	40.2%
Vanguard International Stock Index Fund	—	—	—	$99K	24.6%
Vanguard Total Bond Market Index Fund	—	—	—	$67K	16.7%
Vanguard International Bond Index Fund	—	—	—	$29K	7.3%

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