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Original filing (PDF)20231012112445NAL0041633424001
ONVOY, LLC DBA INTELIQUENT
Form 5500
FILING_RECEIVED
ONVOY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONVOY, LLC DBA INTELIQUENT.
Plan sponsor
Name
ONVOY, LLC DBA INTELIQUENT
EIN
41-1624131
Address
1 N. WACKER · STE 2500 · CHICAGO, IL · 60606
Phone
(855) 404-4768
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $10K | — |
| ALERUS FINANCIAL, N.A. | 11-1000111 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
12 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA LARGE CAP GROWTH FD-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 011 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2025-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 054 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2030-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 055 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2035-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 056 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2040-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 057 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2045-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 058 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2050-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2055-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 060 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2060-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 086 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION 2065-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 097 | Common Collective Trust | $0 | — |
| VOYA TARGET SOLUTION INCOME-8 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 051 | Common Collective Trust | $0 | — |
| WASATCH CORE GROWTH CIT-A SEI DWIGHT FUNDS · EIN 84-2433108 / PN 001 | Common Collective Trust | $0 | — |
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