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Original filing (PDF)20250602090939NAL0017486832001
INTOUCHCX US, INC.
Form 5500
FILING_RECEIVED
INTOUCHCX US 401(K) PLAN
401(k) retirement plan
Signals · 1
~139 bps in Sched C fees
Active participants
983
Accounts w/ balance
209
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 139 bps in Schedule C fees — 168% above peer band of 52 bps.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTOUCHCX US, INC..
Plan sponsor
Name
INTOUCHCX US, INC.
EIN
45-2572910
Address
1302 S. COUNTRY CLUB DRIVE · MESA, AZ · 85210
Phone
(720) 399-2085
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
THE FINWAY GROUP LLC
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2H · Partial participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | 42-1468222 | WEST DES MOINES, IA | CONTRACT ADMINISTRATOR | $26K | — |
Investments
22 direct securities· $4.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Instl Prem Fund Mutual Fund | — | — | — | $872K | 21.7% | |
| Fidelity Freedom Index 2025 Instl Prem Fund Mutual Fund | — | — | — | $649K | 16.1% | |
| Fidelity Freedom Index 2030 Instl Prem Fund Mutual Fund | — | — | — | $515K | 12.8% | |
| Fidelity Freedom Index 2055 Instl Prem Fund Mutual Fund | — | — | — | $434K | 10.8% | |
| Fidelity Freedom Index 2040 Instl Prem Fund Mutual Fund | — | — | — | $271K | 6.7% | |
| Fidelity Freedom Index 2035 Instl Prem Fund Mutual Fund | — | — | — | $270K | 6.7% | |
| Fidelity Freedom Index 2050 Instl Prem Fund Mutual Fund | — | — | — | $264K | 6.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $175K | 4.4% | |
| AB Large Cap Growth Z Fund Mutual Fund | — | — | — | $140K | 3.5% | |
| Fidelity Freedom Index 2060 Instl Prem Fund Mutual Fund | — | — | — | $97K | 2.4% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $93K | 2.3% | |
| MFS Value R6 Fund Mutual Fund | — | — | — | $48K | 1.2% | |
| MFS International Growth R6 Fund Mutual Fund | — | — | — | $42K | 1.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $42K | 1.0% | |
| EI Fixed Account - Series Class I Fund Guaranteed Investment Contract | — | — | — | $18K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $16K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $16K | 0.4% | |
| Fidelity Freedom Index Inc Instl Prem Fund Mutual Fund | — | — | — | $16K | 0.4% | |
| Allspring Special Small Cap Value R6 Fund Mutual Fund | — | — | — | $14K | 0.4% | |
| Fidelity Freedom Index 2065 Instl Prem Fund Mutual Fund | — | — | — | $14K | 0.3% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $8K | 0.2% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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