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Original filing (PDF)20251015094728NAL0008587602001
IFH CT OPERATIONS, INC.
Form 5500
FILING_RECEIVED
IFH CT OPERATIONS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
191
Accounts w/ balance
104
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IFH CT OPERATIONS, INC..
Plan sponsor
Name
IFH CT OPERATIONS, INC.
EIN
46-1382324
Address
476 WHEELERS FARM RD · STE 200 · MILFORD, CT · 06461
Phone
(475) 301-2872
Industry
Arts, Entertainment, Recreationsee 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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
30 direct securities · 1 pooled fund· $4.0M(99% 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
$3.8M
30 holdings
Common Collective Trust
$241K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $421K | 10.4% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $421K | 10.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $340K | 8.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $304K | 7.5% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $287K | 7.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $241K | 5.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $233K | 5.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $195K | 4.8% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $180K | 4.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $178K | 4.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $151K | 3.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $144K | 3.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $137K | 3.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $113K | 2.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $105K | 2.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $104K | 2.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $82K | 2.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $77K | 1.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $66K | 1.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $58K | 1.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $42K | 1.0% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $40K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $29K | 0.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $20K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $12K | 0.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $8K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $2K | <0.1% |
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