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Original filing (PDF)20251008154220NAL0003402195001
INFRASTRUCTURE TECH SERVICES, INC.
Form 5500
FILING_RECEIVED
INFRASTRUCTURE TECHNOLOGY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 2
~80 bps in Sched C feesNo recordkeeper disclosed
Active participants
294
Accounts w/ balance
320
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 53% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFRASTRUCTURE TECH SERVICES, INC..
Plan sponsor
Name
INFRASTRUCTURE TECH SERVICES, INC.
EIN
51-0439191
Address
360 WOLFPACK LANE · YOUNGSVILLE, NC · 27596
Phone
(919) 792-3762
Industry
Utilitiessee 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
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BATCHELOR, TILLERY, & ROBERTS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $40K | — |
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | NONE | $13K | — |
Investments
27 direct securities · 2 pooled funds· $6.6M(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.
Uncategorized
$6.6M
27 holdings
Common Collective Trust
$7K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.1M | 16.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $1.1M | 16.0% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $902K | 13.7% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $599K | 9.1% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $574K | 8.7% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $456K | 6.9% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $429K | 6.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $311K | 4.7% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $204K | 3.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $196K | 3.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $176K | 2.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $147K | 2.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $72K | 1.1% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $57K | 0.9% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $53K | 0.8% | |
| MFS International Growth R6 MFS 0 | — | — | — | $49K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $35K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $27K | 0.4% | |
| Allspring Core Bond R6 Allspring 0 | — | — | — | $26K | 0.4% | |
| American Century Small Cap Value R6 American Century 0 | — | — | — | $22K | 0.3% | |
| MFS Value R6 MFS 0 | — | — | — | $18K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| MFS Total Return R6 MFS 0 | — | — | — | $15K | 0.2% | |
| American Funds Trgt Date Ret 2070 R6 American 0 | — | — | — | $15K | 0.2% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $13K | 0.2% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $7K | 0.1% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $6K | <0.1% | |
| PGI US REAL ESTATE SECURITIES CIT PRINCIPAL TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $3K | <0.1% |
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