Back to filter
Original filing (PDF)20251003113247NAL0000822963001
INTEROPERABILITY BIDCO, INC.
Form 5500
FILING_RECEIVED
INTEROPERABILITY BIDCO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
215
Accounts w/ balance
275
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Knocking points off
- Top holding "or Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity FID 500 INDEX" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEROPERABILITY BIDCO, INC..
Plan sponsor
Name
INTEROPERABILITY BIDCO, INC.
DBA
RHAPSODY
EIN
32-0574278
Address
1 BEACON ST · SUITE 16400 · BOSTON, MA · 02108
Phone
(310) 857-8253
Industry
Software Publishers· 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
2025-10-03
Pension benefit codes
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
CLIFTONLARSONALLEN 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 | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $38K | — |
Investments
33 direct securities· $33.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity FID 500 INDEX | — | — | — | $8.6M | 25.5% | |
| JP Morgan JPM US GARP EQ R6 | — | — | — | $2.8M | 8.4% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $2.6M | 7.9% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $2.5M | 7.5% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $2.4M | 7.2% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $1.8M | 5.3% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $1.5M | 4.6% | |
| Gabelli US MM I | — | — | — | $1.3M | 3.9% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $1.1M | 3.2% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $1.1M | 3.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $1.0M | 3.0% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $987K | 2.9% | |
| Fidelity FID MID CAP IDX | — | — | — | $936K | 2.8% | |
| T Rowe Price TRP DIV GROWTH I | — | — | — | $790K | 2.4% | |
| Vangaurd VANG WINDSOR ADM | — | — | — | $701K | 2.1% | |
| Fidelity FID GROWTH STRAT K6 | — | — | — | $528K | 1.6% | |
| Fidelity FID INTL CAP APPR K6 | — | — | — | $380K | 1.1% | |
| Fidelity FID US BOND IDX | — | — | — | $319K | 1.0% | |
| DFA US TARGET VAL I | — | — | — | $317K | 0.9% | |
| Victory Capital VI MID-CAP VAL R6 | — | — | — | $308K | 0.9% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $303K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.5% | — | — | — | $298K | 0.9% | |
| DFA INTL VALUE I | — | — | — | $228K | 0.7% | |
| Fidelity FID GLB EX US IDX | — | — | — | $173K | 0.5% | |
| DFA EMERGING MKTS I | — | — | — | $154K | 0.5% | |
| DFA REAL EST SEC I | — | — | — | $119K | 0.4% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $89K | 0.3% | |
| Pimco PIM RAE US SM I | — | — | — | $85K | 0.3% | |
| Fidelity FID INFL PR BD IDX | — | — | — | $47K | 0.1% | |
| Vangaurd VANG ST CP BD IDX AD | — | — | — | $26K | <0.1% | |
| Vangaurd VANG EXPLORER ADM | — | — | — | $17K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $14K | <0.1% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $5K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Software Publishers plans
SIMULATIONS PLUS, INC.
SIMULATIONS PLUS, INC. 401(K) PROFIT SHARING PLAN
$33.4M · 146 participants
GAINSIGHT, INC.
GAINSIGHT, INC. 401(K) PLAN
$34.0M · 269 participants
CATAMORPHIC CO.
LAUNCHDARKLY 401(K) PLAN
$33.1M · 391 participants
CENTRIC SOFTWARE, INC.
CENTRIC SOFTWARE, INC. 401(K) PLAN
$33.0M · 352 participants
ONETRUST LLC
ONETRUST LLC 401(K) PLAN
$34.2M · 1,044 participants
WEALTHFRONT CORPORATION
WEALTHFRONT CORPORATION 401(K) PLAN
$32.9M · 316 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B