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Original filing (PDF)20250711052747NAL0004479651001
INDIGO AG, INC.
Form 5500
FILING_RECEIVED
INDIGO AG, INC. 401K PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
733
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.7M
How this plan invests
This plan
1 pooled trust
Schedule D
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIGO AG, INC..
Plan sponsor
Name
INDIGO AG, INC.
EIN
46-4051206
Address
500 RUTHERFORD AVENUE · BOSTON, MA · 02129
Phone
(518) 796-3482
Industry
All Other Professional Services· 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
2025-07-11
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
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $80K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $57K | — |
Investments
34 direct securities · 1 pooled fund· $43.6M(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.
Registered Investment Companies
$43.3M
34 holdings
Common Collective Trust
$243K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.2M | 20.9% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $6.9M | 15.9% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $6.3M | 14.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $3.4M | 7.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.4M | 5.6% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $2.1M | 4.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.1M | 4.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.8M | 4.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $740K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $634K | 1.5% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $607K | 1.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $556K | 1.3% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $505K | 1.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $484K | 1.1% | |
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $463K | 1.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $461K | 1.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $407K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $363K | 0.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $335K | 0.8% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $270K | 0.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $261K | 0.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $259K | 0.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $243K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $234K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $217K | 0.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $208K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $164K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $152K | 0.3% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $134K | 0.3% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $97K | 0.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $81K | 0.2% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $64K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $55K | 0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $22K | <0.1% |