Back to filter
Original filing (PDF)20251013165844NAL0000853747001
IVANTI, INC.
Form 5500
FILING_RECEIVED
IVANTI INC. 401(K) PLAN
401(k) retirement plan
Active participants
930
Accounts w/ balance
1,787
Plan assets (EOY)
$216.4M
Net assets (EOY)
$216.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
34 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 IVANTI, INC..
Plan sponsor
Name
IVANTI, INC.
EIN
30-0110335
Address
10377 SOUTH JORDAN GATEWAY STE 110 · SOUTH JORDAN, UT · 84095
Phone
(801) 208-1500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $107K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $88K | — |
Investments
22 direct securities · 14 pooled funds· $216.5M(100% 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.
Common Collective Trust
$112.2M
14 holdings
Uncategorized
$104.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $33.8M | 15.6% | |
| TRP RET BLEND 2035 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $23.7M | 11.0% | |
| TRP RET BLEND 2040 D T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $17.9M | 8.2% | |
| Fidelity Blue Chip Growth Fund Mutual Fund N/A | — | — | — | $17.5M | 8.1% | |
| TRP RET BLEND 2045 D T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.8% | |
| TRP RET BLEND 2030 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $13.1M | 6.1% | |
| TRP RET BLEND 2050 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.7% | |
| Fidelity Contrafund Mutual Fund N/A | — | — | — | $9.8M | 4.5% | |
| TRP RET BLEND 2025 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.9% | |
| TRP RET BLEND 2055 D T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $8.3M | 3.8% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage N/A | — | — | — | $5.9M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | — | — | — | $4.9M | 2.2% | |
| Standard Stable Value Asset Fund II Guaranteed Investment Cont. N/A | — | — | — | $4.1M | 1.9% | |
| Columbia Dividend Income Fund Mutual Fund N/A | — | — | — | $3.8M | 1.8% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund N/A | — | — | — | $3.7M | 1.7% | |
| American Funds Balanced Fund Mutual Fund N/A | — | — | — | $3.4M | 1.6% | |
| TRP RET BLEND 2060 D T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $2.9M | 1.4% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| TRP RET BLEND 2020 D T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.3% | |
| JPMorgan Mid Cap Value Fund Mutual Fund N/A | — | — | — | $2.4M | 1.1% | |
| VOYA SMALL CAP 21 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| JPMorgan Small Cap Value Fund Mutual Fund N/A | — | — | — | $2.3M | 1.0% | |
| Notes receivable from participants Maturing 2025 - 2034 at interest rates of 4.25% - 9.50% - | — | — | — | $2.1M | 1.0% | |
| DFA Emerging Markets Portfolio Mutual Fund N/A | — | — | — | $1.5M | 0.7% | |
| PGIM High Yield Fund Mutual Fund N/A | — | — | — | $1.4M | 0.7% | |
| MFS International Diversification Fund Mutual Fund N/A | — | — | — | $1.4M | 0.6% | |
| American Funds U.S. Governemnt Sec. Mutual Fund N/A | — | — | — | $900K | 0.4% | |
| DFA Real Etate Securities Portfolio Mutual Fund N/A | — | — | — | $865K | 0.4% | |
| PIMCO Income Fund Institutional Mutual Fund N/A | — | — | — | $820K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | — | — | — | $678K | 0.3% | |
| TRP RET BLEND 2065 D T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $367K | 0.2% | |
| Fidelity Managed Income Portfolio Cl 1 Common Collective Fund N/A | — | — | — | $27K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $26K | <0.1% | |
| Fidelity Government Money Market Fd Money Market Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |