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Original filing (PDF)20250917165235NAL0000552321001
PARTNERS INFORMATION TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
CALANCE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
261
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERS INFORMATION TECHNOLOGY, INC..
Plan sponsor
Name
PARTNERS INFORMATION TECHNOLOGY, INC.
EIN
45-3764514
Address
888 S. DISNEYLAND DRIVE · SUITE 500 · ANAHEIM, CA · 92802
Phone
(714) 784-0484
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MACIAS GINI & O'CONNELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $1K | — |
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $688 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO CPA | 33-3000333 | — | SERVICE PROVIDER | $36K | — |
Investments
49 direct securities · 1 pooled fund· $70.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$38.4M
49 holdings
Pooled Separate Account
$32.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32.5M | 84.8% | |
| Voya Fixed Account | — | — | — | $4.7M | 12.1% | |
| American Funds American Funds The Growth Fund of America | — | — | — | $4.4M | 11.4% | |
| Voya U.S. Stock Index Portfolio | — | — | — | $3.1M | 8.1% | |
| Voya MidCap Opportunities Portfolio | — | — | — | $2.8M | 7.4% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $2.5M | 6.6% | |
| BlackRock Equity Dividend Fund | — | — | — | $2.3M | 6.1% | |
| Voya Solution 2035 Portfolio | — | — | — | $1.9M | 4.9% | |
| Voya Russell Mid Cap Index Portfolio | — | — | — | $1.5M | 4.0% | |
| Delwarefunds Ivy Science and Technology Fund | — | — | — | $1.3M | 3.3% | |
| Ariel Fund Ariel Fund - Investor Class | — | — | — | $1.3M | 3.3% | |
| Voya Oppenheimer Global Portfolio | — | — | — | $1.1M | 2.9% | |
| Voya Solution 2045 Portfolio | — | — | — | $1.1M | 2.8% | |
| Voya Fixed Account A | — | — | — | $988K | 2.6% | |
| Voya Solution 2025 Portfolio | — | — | — | $860K | 2.2% | |
| Lord Abbett Lord Abbett Small Cap Value Fund | — | — | — | $851K | 2.2% | |
| TRowe Price T. Rowe Price Mid-Cap Value Fund | — | — | — | $801K | 2.1% | |
| Voya Intermediate Bond Portfolio | — | — | — | $794K | 2.1% | |
| American Funds American Funds The Income Fund of America | — | — | — | $660K | 1.7% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $515K | 1.3% | |
| BlackRock lackRock Health Sciences Opportunities Portfol | — | — | — | $440K | 1.1% | |
| Franklin Templeton Franklin Small Cap Value VIP Fund | — | — | — | $435K | 1.1% | |
| Voya Solution 2040 Portfolio | — | — | — | $421K | 1.1% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $388K | 1.0% | |
| Baron Funds Baron Growth Fund | — | — | — | $379K | 1.0% | |
| Voya Solution 2055 Portfolio | — | — | — | $373K | 1.0% | |
| Wells Fargo Wells Fargo Precious Metals Fund | — | — | — | $273K | 0.7% | |
| Voya Solution Income Portfolio | — | — | — | $261K | 0.7% | |
| MainStay CBRE Real Estate Fd A | — | — | — | $258K | 0.7% | |
| Participant loans Interest rates ranging from 7.0% to 10.50% | — | — | — | $205K | 0.5% | |
| TRowe Price T. Rowe Price Retirement Balanced Fund | — | — | — | $195K | 0.5% | |
| TRowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $179K | 0.5% | |
| Voya Solution 2050 Portfolio | — | — | — | $157K | 0.4% | |
| TRowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $142K | 0.4% | |
| Oppenheimer Developing Markets Fund | — | — | — | $88K | 0.2% | |
| TRowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $85K | 0.2% | |
| TRowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $77K | 0.2% | |
| PIMCO CommodityRealReturn Strategy Fund | — | — | — | $76K | 0.2% | |
| Voya Solution 2030 Portfolio | — | — | — | $73K | 0.2% | |
| Voya Global Equity Portfolio | — | — | — | $71K | 0.2% | |
| Voya Solution 2060 Portfolio | — | — | — | $64K | 0.2% | |
| TRowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $55K | 0.1% | |
| Davis Financial Fund | — | — | — | $52K | 0.1% | |
| TRowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $51K | 0.1% | |
| Franklin Templeton Franklin Utilities Fund | — | — | — | $41K | 0.1% | |
| TRowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $35K | <0.1% | |
| TRowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $33K | <0.1% | |
| TRowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $27K | <0.1% | |
| CRM Mid Cap Value Fund | — | — | — | $26K | <0.1% | |
| TRowe Price TRwPr Retirement 2065 Fund Adv | — | — | — | $16K | <0.1% |
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