Back to filter
Original filing (PDF)20251015110127NAL0004656657001
INDEX ANALYTICS LLC
Form 5500
FILING_RECEIVED
INDEX ANALYTICS LLC 401(K) PLAN
401(k) retirement plan
Active participants
294
Accounts w/ balance
263
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEX ANALYTICS LLC.
Plan sponsor
Name
INDEX ANALYTICS LLC
EIN
45-5364115
Address
7265 WINDSOR BLVD., SUITE 106 · BALTIMORE, MD · 21224
Phone
(703) 401-3459
Industry
Custom Computer Programming· 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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
35 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | — | — | — | $1.9M | 13.9% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $1.7M | 12.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | — | — | — | $1.4M | 10.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | — | — | — | $1.3M | 9.7% | |
| Vanguard Total Stock Market Index Fund Mutual Fund NR | — | — | — | $1.3M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | — | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | — | — | — | $944K | 6.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | — | — | — | $660K | 4.8% | |
| BlackRock Equity Dividend Fund Mutual Fund NR | — | — | — | $616K | 4.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | — | — | — | $593K | 4.3% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | — | — | — | $269K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | — | — | — | $232K | 1.7% | |
| American Funds New Perspective Fund Mutual Fund NR | — | — | — | $221K | 1.6% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $179K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | — | — | — | $156K | 1.1% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | — | — | — | $135K | 1.0% | |
| Various, bearing interest * Participant loans from 7.75% to 8.50% | — | — | — | $133K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund NR | — | — | — | $130K | 0.9% | |
| Fidelity Select Software and IT Services Portfolio Fund Mutual Fund NR | — | — | — | $105K | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Fund NR | — | — | — | $88K | 0.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $77K | 0.6% | |
| Vanguard Intermediate-Term Treasury Fund Mutual Fund NR | — | — | — | $76K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund NR | — | — | — | $71K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $54K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | — | — | — | $48K | 0.3% | |
| JPMorgan Core Bond Fund Mutual Fund NR | — | — | — | $42K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | — | — | — | $19K | 0.1% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $18K | 0.1% | |
| Baron Growth Fund Mutual Fund NR | — | — | — | $14K | 0.1% | |
| Columbia Small Cap Value Fund Mutual Fund NR | — | — | — | $7K | <0.1% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund NR 283 Brown Advisory Sustainable Growth Fund Mutual Fund NR | — | — | — | $5K | <0.1% | |
| John Hancock Strategic Income Opportunities Fund Mutual Fund NR 970 John Hancock Disciplined Value Mid Cap Fund Mutual Fund NR | — | — | — | $5K | <0.1% | |
| American Century Small Cap Growth Fund Mutual Fund NR | — | — | — | $4K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund NR 948 * Fidelity Sustainability Bond Index Mutual Fund NR | — | — | — | $4K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Custom Computer Programming plans
SUPPLY CHAIN CONSULTANTS, INC.
SUPPLY CHAIN CONSULTANTS INC DBA ARKIEVA INC RETIREMENT PLAN
$13.8M · 55 participants
RED ALPHA
RED ALPHA 401K PLAN
$13.8M · 84 participants
VERACROSS LLC
VERACROSS LLC 401(K) PLAN
$13.8M · 212 participants
ECOSYSTEMS, LLC
ECOSYSTEMS, LLC 401K PLAN
$13.9M · 31 participants
PLAYSTUDIOS US, LLC
PLAYSTUDIOS US, LLC 401(K) PLAN
$13.8M · 174 participants
NU NORTH AMERICA, INC.
NU NORTH AMERICA, INC. 401(K) PLAN
$13.9M · 106 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B