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Original filing (PDF)20250917161209NAL0000331475001
INNOPEAK TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
OPPO 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
116
Accounts w/ balance
317
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
26 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
83
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual funds" is 34% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOPEAK TECHNOLOGY, INC..
Plan sponsor
Name
INNOPEAK TECHNOLOGY, INC.
EIN
47-1849305
Address
2479 E. BAYSHORE RD., SUITE 110 · PALO ALTO, CA · 94303
Phone
(408) 981-2149
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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REDWITZ, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS, INC. | 27-1186851 | RANCHO CORDOVA, CA | CONTRACT ADMIN | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
Investments
2 direct securities · 26 pooled funds· $31.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$30.4M
26 holdings
Uncategorized
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $10.5M | 34.1% | |
| MFS LIFETIME 2035 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.1M | 6.9% | |
| MFS MASSACHUSETTS INVESTORS GR STK GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.1M | 6.7% | |
| MFS LIFETIME 2050 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2.0M | 6.5% | |
| MFS LIFETIME 2040 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.6% | |
| MFS LIFETIME 2055 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.6% | |
| MFS LIFETIME 2045 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.9% | |
| EI Fixed Account - Series Class IV Fixed annuities | — | — | — | $1.2M | 3.8% | |
| EI FIXED ACCOUNT - SERIES CLASS IV GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.5% | |
| FIDELITY MID CAP INDEX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.5% | |
| FIDELITY US BOND INDEX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $974K | 3.2% | |
| FIDELITY SMALL CAP INDEX GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $963K | 3.1% | |
| MFS LIFETIME 2060 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $919K | 3.0% | |
| AMERICAN FUNDS INTL GR AND INC R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $782K | 2.5% | |
| T. ROWE PRICE DIVIDEND GROWTH I GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $781K | 2.5% | |
| MFS LIFETIME 2030 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $466K | 1.5% | |
| MFS VALUE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $244K | 0.8% | |
| AMERICAN CENTURY REAL ESTATE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $211K | 0.7% | |
| PGIM TOTAL RETURN BOND R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $195K | 0.6% | |
| AMERICAN CENTURY EQUITY INCOME R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $183K | 0.6% | |
| JANUS HENDERSON TRITON N GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $174K | 0.6% | |
| AMERICAN CENTURY MID CAP VALUE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $171K | 0.6% | |
| vested interest in participants' accounts and latest maturity is May 2052. | — | — | — | $171K | 0.6% | |
| MFS LIFETIME 2025 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $142K | 0.5% | |
| LORD ABBETT BOND DEBENTURE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $129K | 0.4% | |
| MFS LIFETIME INCOME R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $55K | 0.2% | |
| MFS LIFETIME 2065 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% |
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