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Original filing (PDF)20251007134137NAL0004845873001
ISG TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
ISG TECHNOLOGY, LLC SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
93
Accounts w/ balance
123
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Growth Index Admiral Mutual fund -" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISG TECHNOLOGY, LLC.
Plan sponsor
Name
ISG TECHNOLOGY, LLC
EIN
48-1243689
Address
12980 METCALF AVE., SUITE 550 · OVERLAND PARK, KS · 66213
Phone
(785) 823-1555
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KCOE ISOM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $41K | — |
Investments
26 direct securities · 1 pooled fund· $13.3M(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
$13.2M
26 holdings
Common Collective Trust
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual fund - | — | — | — | $3.4M | 25.6% | |
| Vanguard 500 Index Admiral Mutual fund - | — | — | — | $1.4M | 10.7% | |
| JP Morgan Smart-Retirement Blend 2030 Mutual fund - | — | — | — | $1.1M | 8.5% | |
| JP Morgan Smart-Retirement Blend 2025 Mutual fund - | — | — | — | $872K | 6.6% | |
| JP Morgan Smart-Retirement Blend 2035 Mutual fund - | — | — | — | $845K | 6.3% | |
| Vanguard Developed Markets Index Mutual fund - | — | — | — | $788K | 5.9% | |
| JP Morgan Smart-Retirement Blend 2045 Mutual fund - | — | — | — | $785K | 5.9% | |
| JP Morgan Smart-Retirement Blend 2050 Mutual fund - | — | — | — | $767K | 5.8% | |
| JP Morgan Smart-Retirement Blend 2040 Mutual fund - | — | — | — | $586K | 4.4% | |
| JP Morgan Smart-Retirement Blend 2055 Mutual fund - | — | — | — | $458K | 3.4% | |
| Vanguard Mid Cap Index Mutual fund - | — | — | — | $410K | 3.1% | |
| JP Morgan Smart-Retirement Blend 2020 Mutual fund - | — | — | — | $322K | 2.4% | |
| JP Morgan Core Plus Bond Mutual fund - | — | — | — | $259K | 1.9% | |
| Allspring Special Mid Cap Value Mutual fund - | — | — | — | $225K | 1.7% | |
| Participant notes receivable Maturities of less than five years, secured by participant account balances, with interest rates from 3.25% to 9.50% - | — | — | — | $152K | 1.1% | |
| PRIMECAP Odyssey Aggressive Growth Mutual fund - | — | — | — | $145K | 1.1% | |
| GQG Partners Emerging Markets Equity Fund R6 Mutual fund - | — | — | — | $133K | 1.0% | |
| Vanguard Value Index ADM Mutual fund - | — | — | — | $119K | 0.9% | |
| Vanguard Small Cap Index Mutual fund - | — | — | — | $100K | 0.7% | |
| Janus Henderson Venture Mutual fund - | — | — | — | $92K | 0.7% | |
| JP Morgan Smart-Retirement Blend Income Mutual fund - | — | — | — | $80K | 0.6% | |
| JP Morgan Smart-Retirement Blend 2060 Mutual fund - | — | — | — | $70K | 0.5% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $43K | 0.3% | |
| JP Morgan Smart-Retirement Blend 2065 Mutual fund - | — | — | — | $27K | 0.2% | |
| Cohen & Steers Instl Realty Mutual fund - | — | — | — | $22K | 0.2% | |
| American Century Small Cap Value R6 Mutual fund - | — | — | — | $17K | 0.1% | |
| Federated Hermes Government Obligations Mutual fund - | — | — | — | $6K | <0.1% |
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