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Original filing (PDF)20251010090728NAL0004449203001
INTEROS INC.
Form 5500
FILING_RECEIVED
INTEROS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
365
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEROS INC..
Plan sponsor
Name
INTEROS INC.
EIN
43-2073849
Address
4040 FAIRFAX DRIVE · SUITE 800 · ARLINGTON, VA · 22203
Phone
(817) 360-1087
Industry
Data Processing, Hosting· 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | ST. LOUIS, MO | NONE | $24K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
31 direct securities · 1 pooled fund· $16.3M(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
$16.1M
31 holdings
Common Collective Trust
$209K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.4M | 20.7% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $1.7M | 10.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $1.6M | 10.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.5M | 9.4% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.2M | 7.0% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.1M | 6.5% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $991K | 6.1% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $890K | 5.4% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $570K | 3.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $564K | 3.4% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $424K | 2.6% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $399K | 2.4% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $359K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $354K | 2.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $209K | 1.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $146K | 0.9% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $138K | 0.8% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 779 American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $137K | 0.8% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $98K | 0.6% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $97K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $80K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $67K | 0.4% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $66K | 0.4% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $60K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $46K | 0.3% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $32K | 0.2% | |
| MFS International Growth R6 MFS 0 | — | — | — | $26K | 0.2% | |
| American Funds Bond Fund of Amer R6 American Funds 0 | — | — | — | $19K | 0.1% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $13K | <0.1% | |
| Hartford Strategic Income R6 Hartford 0 | — | — | — | $4K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $2K | <0.1% |