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Original filing (PDF)20251010140706NAL0008280241001
IDENTITY DIGITAL
Form 5500
FILING_RECEIVED
IDENTITY DIGITAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
192
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDENTITY DIGITAL.
Plan sponsor
Name
IDENTITY DIGITAL
EIN
27-4415648
Address
10500 NE 8TH STREET, SUITE 750 · BELLEVUE, WA · 98004
Phone
(206) 696-4333
Industry
Data Processing, Hosting· 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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | — | BELLEVUE, WA | NONE | $49K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
26 direct securities· $24.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $3.4M | 13.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.2M | 13.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.8M | 11.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.7M | 11.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.2M | 9.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.1M | 8.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 7.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.7M | 6.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $551K | 2.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $550K | 2.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $433K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $386K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $353K | 1.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $346K | 1.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $275K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $271K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $243K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $204K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $186K | 0.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $171K | 0.7% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $161K | 0.7% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $157K | 0.6% | |
| Calvert Small-Cap R6 Calvert 0 329 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $93K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $51K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $12K | <0.1% |
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