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Original filing (PDF)20251007052045NAL0004212705001
INGENUITY PREP
Form 5500
FILING_RECEIVED
INGENUITY PREP 401K
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
171
Accounts w/ balance
209
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST TARGET RET 2055 R3" is 41% of plan.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGENUITY PREP.
Plan sponsor
Name
INGENUITY PREP
EIN
45-5054392
Address
4600 LIVINGTON RD SE · WASHINGTON, DC · 20032
Phone
(202) 562-0391
Industry
Educational Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
KENDALL PREBOLA AND JONES CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $3.0M(96% 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.
Registered Investment Companies
$3.0M
25 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $1.3M | 39.6% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $432K | 13.6% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $197K | 6.2% | |
| STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $185K | 5.8% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $175K | 5.5% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $123K | 3.9% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $102K | 3.2% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $78K | 2.4% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $72K | 2.3% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $61K | 1.9% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $51K | 1.6% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $42K | 1.3% | |
| STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $41K | 1.3% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $37K | 1.2% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $33K | 1.0% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $28K | 0.9% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $25K | 0.8% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $24K | 0.7% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $20K | 0.6% | |
| STATE ST TARGET RET 2020 R3 | Registered Investment Companies | — | — | $15K | 0.5% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $11K | 0.4% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $4K | 0.1% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $4K | 0.1% |
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