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Original filing (PDF)20250724154346NAL0007526448001
INOPEX MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
INOPEX MANAGEMENT SERVICES, INC.
401(k) retirement plan
Active participants
203
Accounts w/ balance
214
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
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
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOPEX MANAGEMENT SERVICES, INC..
Plan sponsor
Name
INOPEX MANAGEMENT SERVICES, INC.
EIN
47-2422224
Address
12015 RADIUM STREET · SAN ANTONIO, TX · 78216
Phone
(210) 798-3460
Industry
Manufacturingsee 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
2025-07-24
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON
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 | $3K | — |
Investments
35 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Co. Fidelity 500 Index Fund (i) | — | — | — | $1.8M | 14.9% | |
| Fidelity Management Trust Co. Fidelity Freedom 2030 Fund Class K (i) | — | — | — | $1.4M | 11.5% | |
| Fidelity Management Trust Co. Fidelity Freedom 2035 Fund Class K (i) | — | — | — | $1.3M | 11.0% | |
| Fidelity Management Trust Co. Fidelity Government Money Market Fund (i) | — | — | — | $632K | 5.4% | |
| Fidelity Management Trust Co. Fidelity Freedom 2050 Fund Class K (i) | — | — | — | $613K | 5.2% | |
| Fidelity Management Trust Co. Fidelity Capital Appreciation Fund (i) | — | — | — | $595K | 5.0% | |
| Fidelity Management Trust Co. Fidelity Freedom 2040 Fund Class K (i) | — | — | — | $593K | 5.0% | |
| Fidelity Management Trust Co. Fidelity Leveraged Company Stock Fund (i) | — | — | — | $531K | 4.5% | |
| Fidelity Management Trust Co. Fidelity Freedom 2055 Fund Class K (i) | — | — | — | $436K | 3.7% | |
| Carillon Tower Carillon Eagle Mid Cap Growth I (i) | — | — | — | $425K | 3.6% | |
| Fidelity Management Trust Co. Fidelity Freedom 2045 Fund Class K (i) | — | — | — | $392K | 3.3% | |
| Fidelity Management Trust Co. Fidelity Freedom 2025 Fund Class K (i) | — | — | — | $351K | 3.0% | |
| Fidelity Management Trust Co. Fidelity Total Bond Fund (i) | — | — | — | $264K | 2.2% | |
| Fidelity Management Trust Co. Fidelity International Index Fund (i) | — | — | — | $262K | 2.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2060 Fund Class K (i) | — | — | — | $237K | 2.0% | |
| Fidelity Management Trust Co. Fidelity Value Fund (i) | — | — | — | $233K | 2.0% | |
| various maturity dates through 2028. -0- | — | — | — | $230K | 1.9% | |
| Fidelity Management Trust Co. Fidelity Balanced Fund (i) | — | — | — | $201K | 1.7% | |
| Fidelity Management Trust Co. Fidelity Emerging Market Funds (i) | — | — | — | $197K | 1.7% | |
| Fidelity Management Trust Co. Fidelity Capital & Income Fund (i) | — | — | — | $176K | 1.5% | |
| Fidelity Management Trust Co. Fidelity Disciplined Equity Fund (i) | — | — | — | $167K | 1.4% | |
| Allspring Global Investments Allspring Small Company Value Fund (i) | — | — | — | $157K | 1.3% | |
| Virtus Investment Advisors NJF Dividend Value Admin Fund (i) | — | — | — | $140K | 1.2% | |
| Fidelity Management Trust Co. Fidelity Small Cap Index Fund (i) | — | — | — | $119K | 1.0% | |
| Fidelity Management Trust Co. Fidelity Extended Market Index Fund (i) | — | — | — | $111K | 0.9% | |
| Fidelity Management Trust Co. Fidelity Freedom 2065 Fund Class K (i) | — | — | — | $81K | 0.7% | |
| Fidelity Management Trust Co. Fidelity International Discovery Fund (i) | — | — | — | $68K | 0.6% | |
| Royce Smaller-Companies Growth SVC (i) | — | — | — | $50K | 0.4% | |
| Fidelity Management Trust Co. Fidelity Freedom 2015 Fund Class K (i) | — | — | — | $43K | 0.4% | |
| Fidelity Management Trust Co. Fidelity Freedom 2020 Fund Class K (i) | — | — | — | $38K | 0.3% | |
| Mass Mutual MM Small Company Value A (i) | — | — | — | $22K | 0.2% | |
| Columbia Income Builder Columbia Small Cap Value II Inst (i) | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom 2010 Fund Class K (i) | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom Inc Fund Class K (i) | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom 2070 Fund Class K (i) | — | — | — | $2K | <0.1% |
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