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Original filing (PDF)20250905100222NAL0010522563001
INTERFLEX PAYMENTS, LLC
Form 5500
FILING_RECEIVED
AMERIFLEX 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
273
Accounts w/ balance
383
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
35 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERFLEX PAYMENTS, LLC.
Plan sponsor
Name
INTERFLEX PAYMENTS, LLC
EIN
27-2256926
Address
2508 HIGHLANDER WAY, SUITE 200 · CARROLLTON, TX · 75006
Phone
(844) 423-4636
Industry
Finance & Insurancesee 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
2025-09-05
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)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN DESIGN CONSULTANTS | 71-0294708 | — | TPA | — | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACRO TREND LLC | 45-5379558 | — | SERVICE PROVIDER | — | — |
Investments
35 direct securities· $15.4M(100% of reported assets)
Uncategorized
$12.7M
33 holdings
Mutual Funds
$2.2M
1 holding
Guaranteed Income / GIC
$493K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard 500 Index Fund N/R | Mutual Funds | — | — | $2.2M | 14.4% | |
| Voya Retirement Insurance and Voya Index Solution 2050 Portfolio Z N/R | — | — | — | $1.8M | 11.9% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2040 Portfolio Z N/R | — | — | — | $1.5M | 9.8% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2055 Portfolio Z N/R | — | — | — | $1.4M | 9.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2035 Portfolio Z N/R | — | — | — | $964K | 6.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2030 Portfolio Z N/R | — | — | — | $922K | 6.0% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2045 Portfolio Z N/R | — | — | — | $705K | 4.6% | |
| Annuity Company The Vanguard Group Vanguard Small-Cap Index Fund N/R | — | — | — | $673K | 4.4% | |
| Voya Retirement Insurance and Voya Index Solution 2025 Portfolio Z N/R | — | — | — | $596K | 3.9% | |
| * Voya Retirement Insurance and Voya Fixed Account N/R | Guaranteed Income / GIC | — | — | $493K | 3.2% | |
| Annuity Company The Vanguard Group Vanguard Mid-Cap Index Fund N/R | — | — | — | $447K | 2.9% | |
| American Funds American Funds Fundamental N/R | — | — | — | $379K | 2.5% | |
| Investment R6 Fund * Voya Retirement Insurance and Voya Index Solution 2060 Portfolio Z N/R | — | — | — | $378K | 2.5% | |
| Annuity Company American Funds American Funds AMCAP R6 Fund N/R | — | — | — | $343K | 2.2% | |
| Annuity Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $319K | 2.1% | |
| The Vanguard Group Vanguard Total International Stock N/R | — | — | — | $306K | 2.0% | |
| Index Fund * Voya Retirement Insurance and Voya Index Solution Income N/R | — | — | — | $262K | 1.7% | |
| Annuity Company Portfolio Z * Voya Retirement Insurance and Voya Intermediate Bond Fund R6 N/R | — | — | — | $223K | 1.4% | |
| Annuity Company American Funds American Funds New Perspective N/R | — | — | — | $215K | 1.4% | |
| R6 Fund The Vanguard Group Vanguard Balanced Index Fund N/R | — | — | — | $196K | 1.3% | |
| American Funds American Funds Washington Mutual N/R | — | — | — | $157K | 1.0% | |
| Pacific Investment PIMCO Income Institutional Fund N/R | — | — | — | $126K | 0.8% | |
| Management The Vanguard Group Vanguard Emerging Markets Stock N/R | — | — | — | $110K | 0.7% | |
| Index Fund Dimensional Fund Advisors DFA Real Estate Securities Portfolio N/R | — | — | — | $92K | 0.6% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities N/R | — | — | — | $89K | 0.6% | |
| Portfolio * Voya Retirement Insurance and Voya MidCap Opportunities Portfolio N/R | — | — | — | $77K | 0.5% | |
| Annuity Company R6 Clear Bridge Clear Bridge Small Cap Growth N/R | — | — | — | $67K | 0.4% | |
| Fund IS Prudential PGIM High Yield Fund R6 N/R | — | — | — | $60K | 0.4% | |
| AllianceBernstein AB Global Bond Fund Z N/R | — | — | — | $44K | 0.3% | |
| MFS Mid Cap Value Fund R6 N/R | — | — | — | $42K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value I Portfolio N/R | — | — | — | $40K | 0.3% | |
| Fund The Vanguard Group Vanguard LifeStrategy Income N/R | — | — | — | $37K | 0.2% | |
| Fund * Voya Retirement Insurance and Voya Index Solution 2065 Portfolio Z N/R | — | — | — | $32K | 0.2% | |
| Annuity Company The Vanguard Group Vanguard LifeStrategy Modification N/R | — | — | — | $6K | <0.1% | |
| Growth Fund Index The Vanguard Group Vanguard LifeStrategy Growth Fund N/R | — | — | — | $6K | <0.1% |
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