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Original filing (PDF)20251015153221NAL0002674723001
PAEDAE INC DBA INFILLION
Form 5500
FILING_RECEIVED
INFILLION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
223
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAEDAE INC DBA INFILLION.
Plan sponsor
Name
PAEDAE INC DBA INFILLION
EIN
45-3744179
Address
853 BROADWAY FL 21 · NEW YORK, NY · 100034703
Phone
(313) 451-0065
Industry
Professional & Technical Servicessee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARNAGHI & SCHWARK, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 26-4310632 | — | INVESTMENT ADVISORY | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
23 direct securities · 1 pooled fund· $16.9M(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
$16.9M
23 holdings
Pooled Separate Account
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Int Idx Fund | — | — | — | $3.9M | 23.2% | |
| Fidelity Lc Gr Index Fund | — | — | — | $2.0M | 11.9% | |
| Fidelity LC Val Index Fund | — | — | — | $1.8M | 10.8% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 10.6% | |
| Fidelity US Bond Index Fund | — | — | — | $1.6M | 9.5% | |
| Fidelity Extended Mkt Idx Fund | — | — | — | $1.2M | 7.2% | |
| Principal Guaranteed Option Contract Account * Principal Guaranteed Investment Contract | — | — | — | $999K | 5.9% | |
| Fidelity Mid Cap Val Idx Fund | — | — | — | $854K | 5.0% | |
| Fidelity Mid Cap Gr Idx Fund | — | — | — | $801K | 4.7% | |
| Fidelity Small Cap Gr Idx Fund | — | — | — | $481K | 2.8% | |
| Fidelity Small Cap Val Idx Fund | — | — | — | $440K | 2.6% | |
| T. Rowe Price T.Rowe Price Blue Chip Gr Fund I Class | — | — | — | $296K | 1.7% | |
| Participant Loans * Participants Notes Receivable, interest rates 4.25-9.50% | — | — | — | $242K | 1.4% | |
| PIMCO Income Instutional | — | — | — | $112K | 0.7% | |
| Invesco Small Cap Value R6 Fund | — | — | — | $57K | 0.3% | |
| Vanguard Windsor Admiral Fund | — | — | — | $51K | 0.3% | |
| Vanguard Vanaguard ST InPr Sc Ix Adm | — | — | — | $43K | 0.3% | |
| T. Rowe Price T. Rowe Price Md-Cp Gr I Fund | — | — | — | $42K | 0.2% | |
| American Funds American Fds EuroPacific Grth R6 Fund | — | — | — | $35K | 0.2% | |
| Dimensional Fund DFA Emerging Markets I Fund | — | — | — | $32K | 0.2% | |
| Victory Capital Victory Intgrty Md Cp Val R6 | — | — | — | $15K | <0.1% | |
| Hartford Funds Hartford SmallCp Growth R6 Fund | — | — | — | $12K | <0.1% | |
| DWS Funds DWS Enhncd Comm Strat R6 Fund | — | — | — | $6K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% |
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