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Original filing (PDF)20251011053349NAL0008354609001
INFORMATION TECHNOLOGY STRATEGIE
Form 5500
FILING_RECEIVED
INFORMATION TECHNOLOGY STRATEGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
146
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFORMATION TECHNOLOGY STRATEGIE.
Plan sponsor
Name
INFORMATION TECHNOLOGY STRATEGIE
EIN
33-1019658
Address
23392 SUMMERSTOWN PLACE · DULLES, VA · 20166
Phone
(540) 604-4634
Industry
Custom Computer Programming· 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
2025-10-11
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)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Investments
25 direct securities · 1 pooled fund· $5.0M(99% 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.
Registered Investment Companies
$4.7M
25 holdings
Common Collective Trust
$249K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $930K | 18.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $586K | 11.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $474K | 9.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $387K | 7.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $379K | 7.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $370K | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $265K | 5.3% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $249K | 5.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $244K | 4.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $211K | 4.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $163K | 3.3% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $139K | 2.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $119K | 2.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $107K | 2.1% | |
| VIC PIO INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $64K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $59K | 1.2% | |
| PUTNAM SM CAP GWTHR6 113 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $57K | 1.1% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $46K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $43K | 0.9% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $13K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 3 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2K | <0.1% |
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