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Original filing (PDF)20251218074955NAL0011395650001
INFINITY COMMUNICATIONS, LLC
Form 5500
FILING_RECEIVED
INFINITY COMMUNICATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
112
Accounts w/ balance
134
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
96
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITY COMMUNICATIONS, LLC.
Plan sponsor
Name
INFINITY COMMUNICATIONS, LLC
EIN
45-5449078
Address
5201 INTERNATIONAL DR · DURHAM, NC · 27712
Phone
(919) 797-2334
Industry
Other Services (ex. Public Admin)see 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
2025-12-18
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PATTILLO, BROWN & HILL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVEST ADVIS (PART) | $4K | — |
| MML INVESTOR SERVICES, LLC | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY, LLC | — | SPRINGFIELD, MA | INSURANCE AGENT | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PB&H BENEFITS | 74-1130599 | WACO, TX | TPA | $1K | — |
Investments
63 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $460K | 10.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $436K | 10.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $347K | 8.0% | |
| Vanguard Balanced Index Admiral | — | — | — | $261K | 6.0% | |
| Vanguard Growth Index Fund | — | — | — | $256K | 5.9% | |
| American Funds Growth Fund R6 | — | — | — | $164K | 3.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $158K | 3.6% | |
| Vanguard 500 Index Fund | — | — | — | $141K | 3.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $136K | 3.1% | |
| Fully Benefit-Responsive Investment Contracts ** Nationwide Fixed Select Option | — | — | — | $134K | 3.1% | |
| JP Morgan Large Cap Value Fund | — | — | — | $110K | 2.5% | |
| Vanguard Small-Cap Index Fund * 130 Vanguard Small-Cap Value Index Fune * 22 Vanguard Small Cap Growth Index Fund | — | — | — | $109K | 2.5% | |
| similar party rate of interest, collateral, par or maturity value Vanguard Mid-Cap Index Fund | — | — | — | $103K | 2.4% | |
| Vanguard Health Care Fund | — | — | — | $98K | 2.2% | |
| Invesco EQV Emerging Markets Fund | — | — | — | $97K | 2.2% | |
| Calvert Social Index I | — | — | — | $86K | 2.0% | |
| Principal Real Estate * 366 T. Rowe Price Dividend Growth Fund | — | — | — | $80K | 1.8% | |
| Vanguard Energy Fund | — | — | — | $72K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $68K | 1.6% | |
| Fidelity 500 Index Fund | — | — | — | $65K | 1.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $59K | 1.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $52K | 1.2% | |
| participant accounts, various maturities | — | — | — | $49K | 1.1% | |
| Fidelity Advantage International Growth | — | — | — | $43K | 1.0% | |
| Dodge Cox International Stock Fund | — | — | — | $43K | 1.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $42K | 1.0% | |
| Fidelity International Index Fund | — | — | — | $41K | 1.0% | |
| Vanguard Equity Income Fund | — | — | — | $39K | 0.9% | |
| Nationwide Loomis All Cap Growth Fund | — | — | — | $38K | 0.9% | |
| Avantis U.S. Large Cap Value Inst | — | — | — | $36K | 0.8% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $34K | 0.8% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $34K | 0.8% | |
| Vanguard High Yield Corporate Fund | — | — | — | $34K | 0.8% | |
| JP Morgan Equity Income Fund | — | — | — | $32K | 0.7% | |
| Allspring Special Small Cap Value Inst | — | — | — | $25K | 0.6% | |
| Federated Hermes Government Obligations Fund | — | — | — | $22K | 0.5% | |
| PGIM Total Return Bond Fund | — | — | — | $21K | 0.5% | |
| MFS Mid Cap Growth R6 | — | — | — | $21K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $21K | 0.5% | |
| Diamond Hill Mid Cap Fund | — | — | — | $21K | 0.5% | |
| BlackRock High Yield Bond Fund | — | — | — | $21K | 0.5% | |
| Principal Global Real Estate R6 | — | — | — | $19K | 0.4% | |
| Vanguard Global Minimum Volatility Fund | — | — | — | $17K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $17K | 0.4% | |
| Nationwide Legal and General Commodity Strategy Fund | — | — | — | $16K | 0.4% | |
| Pimco Real Return Fund | — | — | — | $16K | 0.4% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $15K | 0.3% | |
| Vanguard Global Equity Fund | — | — | — | $15K | 0.3% | |
| Lord Abbett Bond Debenture Fund Class R5 | — | — | — | $14K | 0.3% | |
| Vanguard Explorer Fund | — | — | — | $12K | 0.3% | |
| Avantis U.S. Small Cap Value Inst | — | — | — | $11K | 0.3% | |
| Vanguard Mid-Cap Growth Fund | — | — | — | $11K | 0.3% | |
| Allspring Special Mid Cap Value Inst | — | — | — | $10K | 0.2% | |
| similar party rate of interest, collateral, par or maturity value AB Global Bond Fund Class Z | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $9K | 0.2% | |
| JP Morgan Small-Cap Value Fund | — | — | — | $8K | 0.2% | |
| BlackRock Total Return Fund | — | — | — | $7K | 0.2% | |
| Nationwide NYSE Arc Tech 100 Index R6 | — | — | — | $7K | 0.2% | |
| Nationwide Geneva Small Cap Growth Fund | — | — | — | $7K | 0.2% | |
| Invesco Fundamental Alternative Y | — | — | — | $7K | 0.2% | |
| Vanguard ST Corporate Bond Index | — | — | — | $5K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4K | <0.1% | |
| Vanguard GNMA Fund | — | — | — | $2K | <0.1% |
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