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Original filing (PDF)20251013145454NAL0000743715001
IT SERVICEPOINT
Form 5500
FILING_RECEIVED
SERVICEPOINT 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
446
Accounts w/ balance
216
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
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
87
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity Freedom Index 2045 Institutional Premium Fund "" is 26% of plan.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IT SERVICEPOINT.
Plan sponsor
Name
IT SERVICEPOINT
EIN
27-3068524
Address
1133 164TH ST SW SUITE 200 · LYNNWOOD, WA · 98087
Phone
(877) 496-4666
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
Investments
34 direct securities · 1 pooled fund· $6.3M(93% 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
$6.2M
34 holdings
Common Collective Trust
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Institutional Premium Fund " | — | — | — | $1.6M | 23.7% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund " | — | — | — | $623K | 9.2% | |
| Fidelity 500 Index Fund " | — | — | — | $471K | 7.0% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund " | — | — | — | $390K | 5.8% | |
| MFS Growth Fund " | — | — | — | $214K | 3.2% | |
| Columbia Dividend Income Fund " | — | — | — | $214K | 3.2% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund " | — | — | — | $208K | 3.1% | |
| American Century Mid Cap Value Fund " ** 81 American Funds New World Fund " | — | — | — | $203K | 3.0% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund " | — | — | — | $199K | 2.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $191K | 2.8% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund " | — | — | — | $184K | 2.7% | |
| MFS International Diversification Fund " | — | — | — | $168K | 2.5% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund " | — | — | — | $159K | 2.4% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund " | — | — | — | $157K | 2.3% | |
| Empower U.S. Government Securities Fund " | — | — | — | $142K | 2.1% | |
| Fidelity Freedom Index Income Institutional Premium Fund " | — | — | — | $135K | 2.0% | |
| Fidelity Freedom Index 2015 Institutional Premium Fund " | — | — | — | $128K | 1.9% | |
| Fidelity International Index Fund " | — | — | — | $98K | 1.4% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $97K | 1.4% | |
| Fidelity Small Cap Index Fund " | — | — | — | $78K | 1.2% | |
| Janus Henderson Enterprise Fund " | — | — | — | $74K | 1.1% | |
| Empower Multi-Sector Bond Fund " | — | — | — | $68K | 1.0% | |
| PIMCO CommodityRealReturn Strategy Fund " | — | — | — | $64K | 1.0% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund " | — | — | — | $63K | 0.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $62K | 0.9% | |
| PGIM Global Total Return Fund " | — | — | — | $54K | 0.8% | |
| ClearBridge Small Cap Growth Fund " | — | — | — | $49K | 0.7% | |
| PGIM Global Real Estate Fund " | — | — | — | $48K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund " | — | — | — | $46K | 0.7% | |
| BlackRock High Yield Bond Portfolio Fund " | — | — | — | $22K | 0.3% | |
| Empower International Value Institutional Fund " | — | — | — | $17K | 0.3% | |
| Fidelity Advisor International Growth Fund " | — | — | — | $17K | 0.2% | |
| PGIM Total Return Bond Fund " | — | — | — | $8K | 0.1% | |
| The Hartford Equity Income Fund " | — | — | — | $7K | 0.1% | |
| American Beacon Small Cap Value Fund Mutual fund | — | — | — | $1K | <0.1% |
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