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Original filing (PDF)20250730110141NAL0006419072001
IXSYSTEMS, INC.
Form 5500
FILING_RECEIVED
IXSYSTEMS INC.401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
169
Accounts w/ balance
181
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IXSYSTEMS, INC..
Plan sponsor
Name
IXSYSTEMS, INC.
EIN
27-3007169
Address
2490 KRUSE DRIVE · SAN JOSE, CA · 95131
Phone
(408) 943-4100
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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
35 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen S&P 500 Index Admiral Fund | — | — | — | $1.6M | 17.3% | |
| Alger Focus Equity Fund | — | — | — | $1.1M | 12.6% | |
| Nuveen Lifecycle Index 2055 Fund | — | — | — | $874K | 9.7% | |
| Nuveen Lifecycle Index 2045 Fund | — | — | — | $653K | 7.2% | |
| Nuveen Lifecycle Index 2050 Fund | — | — | — | $604K | 6.7% | |
| to 9.50%, to be repaid through 2037 | — | — | — | $364K | 4.0% | |
| Nuveen Lifecycle Index 2035 Fund | — | — | — | $360K | 4.0% | |
| Vanguard 500 Index Fund | — | — | — | $340K | 3.8% | |
| Nuveen Lifecycle Index 2060 Fund | — | — | — | $320K | 3.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $307K | 3.4% | |
| T. Rowe Price Inflation Protected Bond Fund | — | — | — | $290K | 3.2% | |
| Nuveen Lifecycle Index 2040 Fund | — | — | — | $272K | 3.0% | |
| Nuveen Lifecycle Index 2030 Fund | — | — | — | $265K | 2.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $262K | 2.9% | |
| Nuveen International Eq Idx Fund | — | — | — | $251K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Fund 323 Vanguard Total Intl Stock Index Fund | — | — | — | $156K | 1.7% | |
| First Eagle Global Fund | — | — | — | $156K | 1.7% | |
| Fidelity Adv Balanced Fund | — | — | — | $101K | 1.1% | |
| Nuveen Lifecycle Index Ret Inc Fund | — | — | — | $85K | 0.9% | |
| American Century Mid Cap Value Fund | — | — | — | $76K | 0.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account | — | — | — | $76K | 0.8% | |
| Franklin Small Cap Growth Fund | — | — | — | $66K | 0.7% | |
| PGIM Global Real Estate Fund | — | — | — | $64K | 0.7% | |
| Vanguard Target Retirement 2055 Inv Fund | — | — | — | $63K | 0.7% | |
| PGIM High-Yield Fund | — | — | — | $63K | 0.7% | |
| Vanguard Target Retirement 2030 Inv Fund | — | — | — | $62K | 0.7% | |
| Nuveen Lifecycle Index 2025 Fund | — | — | — | $56K | 0.6% | |
| Franklin Small Cap Value Fund | — | — | — | $43K | 0.5% | |
| Vanguard Target Retirement 2045 Inv Fund | — | — | — | $34K | 0.4% | |
| Invesco Core Plus Bond Fund | — | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2050 Inv Fund | — | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2040 Inv Fund | — | — | — | $15K | 0.2% | |
| Nuveen Lifecycle Index 2020 Fund | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2035 Inv Fund | — | — | — | $11K | 0.1% | |
| PGIM Strategic Bond Fund | — | — | — | $2K | <0.1% |
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