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Original filing (PDF)20250820143529NAL0003316961001
IDENTISYS INCORPORATED
Form 5500
FILING_RECEIVED
IDENTISYS INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
147
Accounts w/ balance
114
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDENTISYS INCORPORATED.
Plan sponsor
Name
IDENTISYS INCORPORATED
EIN
41-1938567
Address
7630 COMMERCE WAY · EDEN PRAIRIE, MN · 55344
Phone
(952) 294-1222
Industry
Other Services (ex. Public Admin)see 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
2025-08-20
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IDENTISYS, INC | 41-1938567 | — | ACCOUNTANT | $14K | — |
Investments
19 direct securities · 3 pooled funds· $18.0M(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.
Uncategorized
$12.7M
19 holdings
Common Collective Trust
$5.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $0 | $3.2M | 20.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $2.3M | 14.7% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.7M | 10.6% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.3M | 8.3% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.2M | 7.4% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.1M | 6.7% | |
| MetLife SV Fd Ser 25053 Cl 0 | — | — | $0 | $1.1M | 6.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $984K | 6.2% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $984K | 6.2% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $495K | 3.1% | |
| PGIM Total Ret Bond R6 Fd | — | — | $0 | $489K | 3.1% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $460K | 2.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $319K | 2.0% | |
| PIMCO Income Institutional Fd | — | — | $0 | $312K | 2.0% | |
| PIMCO StocksPLUS Small I Fund | — | — | $0 | $260K | 1.6% | |
| Prin/BR S&P Mid Index CIT N | — | — | $0 | $258K | 1.6% | |
| Prin/BR S&P 500 Index CIT N | — | — | $0 | $233K | 1.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $97K | 0.6% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $76K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $31K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $29K | 0.2% |
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