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Original filing (PDF)20250729130907NAL0002800561001
IDN GLOBAL, INC.
Form 5500
FILING_RECEIVED
IDN GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
263
Accounts w/ balance
282
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
30 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "My Retirement Path Moderate Retirement R Collective Trust Funds" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDN GLOBAL, INC..
Plan sponsor
Name
IDN GLOBAL, INC.
EIN
36-2413371
Address
860 W AIRPORT FREEWAY # 305 · HURST, TX · 76054
Phone
(708) 583-5637
Industry
Wholesale Tradesee 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
2025-07-29
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARADY & DAVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
22 direct securities · 10 pooled funds· $25.7M(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
$17.8M
10 holdings
Uncategorized
$7.8M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $7.0M | 27.2% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $6.5M | 25.3% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $2.4M | 9.5% | |
| Group Annuity Contract * Empower Investments Fixed Account Series Class V Fixed Annuities | — | — | — | $2.2M | 8.7% | |
| Vanguard 500 Registered Investment Company | — | — | — | $1.6M | 6.4% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $716K | 2.8% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company | — | — | — | $664K | 2.6% | |
| Vanguard Balanced Index Registered Investment Company | — | — | — | $632K | 2.5% | |
| Vanguard Information Technology Registered Investment Company | — | — | — | $520K | 2.0% | |
| MY RETIREMENT PATH AGGR RET R GREAT GRAY · EIN 38-4097341 / PN 489 | Common Collective Trust | — | — | $491K | 1.9% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $432K | 1.7% | |
| MFS Mid Cap Growth R6 Registered Investment Company | — | — | — | $384K | 1.5% | |
| Vanguard Small Cap Index Registered Investment Company | — | — | — | $318K | 1.2% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $221K | 0.9% | |
| Fidelity Advisor Total Bond Z Registered Investment Company | — | — | — | $190K | 0.7% | |
| Registered Investment Companies Blackrock 40/60 Target Allocation K Registered Investment Company | — | — | — | $169K | 0.7% | |
| Vanguard Mid Cap Value Index Registered Investment Company | — | — | — | $147K | 0.6% | |
| Vanguard Value Index Registered Investment Company | — | — | — | $138K | 0.5% | |
| Invesco EQV International Equity R6 Registered Investment Company | — | — | — | $128K | 0.5% | |
| Maturing Jan. 2025 to Jan. 2047 — | — | — | — | $118K | 0.5% | |
| Fidelity Overseas K Registered Investment Company | — | — | — | $112K | 0.4% | |
| Vanguard Mid Cap Index Registered Investment Company | — | — | — | $100K | 0.4% | |
| T. Rowe Price Health Sciences I Registered Investment Company | — | — | — | $80K | 0.3% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $77K | 0.3% | |
| JP Morgan Emerging Markets Equity R6 Registered Investment Company | — | — | — | $46K | 0.2% | |
| Vanguard Explorer Registered Investment Company | — | — | — | $45K | 0.2% | |
| DFA Real Estate Securities I Registered Investment Company | — | — | — | $45K | 0.2% | |
| PGIM High-Yield R6 Registered Investment Company | — | — | — | $40K | 0.2% | |
| JP Morgan Global Bond Opportunities R6 Registered Investment Company | — | — | — | $38K | 0.1% | |
| Franklin Small Cap Value R6 Registered Investment Company | — | — | — | $32K | 0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2025 R GREAT GRAY · EIN 38-4097342 / PN 490 | Common Collective Trust | — | — | $0 | <0.1% |
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