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Original filing (PDF)20250428113125NAL0012215521001
INEIGHT INC.
Form 5500
FILING_RECEIVED
INEIGHT INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
269
Accounts w/ balance
357
Plan assets (EOY)
$42.3M
Net assets (EOY)
$42.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
17 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Government Money Market Fund 17 * Fidelity 500 Index Fund" is 29% of plan.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INEIGHT INC..
Plan sponsor
Name
INEIGHT INC.
EIN
46-2970491
Address
9977 N. 90TH STREET · SUITE 250 · SCOTTSDALE, AZ · 85258
Phone
(480) 897-7750
Industry
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
2025-04-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, 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 | $61K | — |
Investments
16 direct securities · 13 pooled funds· $68.7M(100% 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.
Uncategorized
$40.0M
16 holdings
Common Collective Trust
$28.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund 17 * Fidelity 500 Index Fund | — | — | — | $12.1M | 28.6% | |
| Fidelity Freedom 2030 Commingled Pool Class B | — | — | — | $4.3M | 10.2% | |
| FID FRDM 2030 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $4.3M | 10.2% | |
| Fidelity Freedom 2040 Commingled Pool Class B | — | — | — | $3.8M | 9.1% | |
| FID FRDM 2040 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $3.8M | 9.1% | |
| Fidelity Freedom 2045 Commingled Pool Class B | — | — | — | $3.8M | 8.9% | |
| FID FRDM 2045 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $3.8M | 8.9% | |
| Fidelity Freedom 2050 Commingled Pool Class B | — | — | — | $3.5M | 8.3% | |
| FID FRDM 2050 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $3.5M | 8.3% | |
| Fidelity Freedom 2055 Commingled Pool Class B | — | — | — | $3.3M | 7.7% | |
| FID FRDM 2055 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $3.3M | 7.7% | |
| Fidelity Freedom 2035 Commingled Pool Class B | — | — | — | $3.0M | 7.0% | |
| FID FRDM 2035 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $3.0M | 7.0% | |
| GW&K SM/MID CORE I GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.5% | |
| Fidelity Freedom 2025 Commingled Pool Class B | — | — | — | $1.7M | 3.9% | |
| FID FRDM 2025 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $1.7M | 3.9% | |
| Fidelity Freedom Income Commingled Pool Class B | — | — | — | $1.3M | 3.1% | |
| FID FRDM INC CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| Invesco Stable Value Trust Class B1 | — | — | — | $1.2M | 2.7% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| MFS International Diversification Fund Class R6 | — | — | — | $738K | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $627K | 1.5% | |
| Fidelity Freedom 2060 Commingled Pool Class B | — | — | — | $355K | 0.8% | |
| FID FRDM 2060 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $355K | 0.8% | |
| Fidelity Freedom 2065 Commingled Pool Class B | — | — | — | $190K | 0.4% | |
| FID FRDM 2065 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $190K | 0.4% | |
| Baird Core Plus Bond Fund Class Investor | — | — | — | $140K | 0.3% | |
| FID FRDM 2020 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $6K | <0.1% | |
| Fidelity Freedom 2020 Commingled Pool Class B | — | — | — | $6K | <0.1% |
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