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Original filing (PDF)20251014132317NAL0004080416001
INVIDI TECHNOLOGIES CORPORATIO
Form 5500
FILING_RECEIVED
INVIDI TECHNOLOGIES CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
103
Accounts w/ balance
137
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
39 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
90
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 43 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 INVIDI TECHNOLOGIES CORPORATIO.
Plan sponsor
Name
INVIDI TECHNOLOGIES CORPORATIO
EIN
51-0490124
Address
202 CARNEGIE CTR · PRINCETON, NJ · 085406239
Phone
(609) 951-3920
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $73K | — |
Investments
39 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FIDELITY 500 INDEX N/A | — | — | — | $3.1M | 14.4% | |
| Harbor Funds HARBOR CAP APP ADM N/A | — | — | — | $2.5M | 11.4% | |
| Nuveen NV LFCY IN 2030 R6 N/A | — | — | — | $2.0M | 9.3% | |
| Vanguard Balanced Index Adml N/A | — | — | — | $1.7M | 8.0% | |
| Nuveen NV LFCY IN 2040 R6 N/A | — | — | — | $1.7M | 7.9% | |
| Fidelity Investments FDL MID CAP INDEX N/A | — | — | — | $1.3M | 6.0% | |
| Vanguard Value Index Adml N/A | — | — | — | $1.2M | 5.4% | |
| Vanguard Developed Markets Index Adm N/A | — | — | — | $1.1M | 5.0% | |
| Nuveen NV LFCY IN 2025 R6 N/A | — | — | — | $756K | 3.5% | |
| Loomis Sayles LM SLS BD N N/A | — | — | — | $682K | 3.1% | |
| Nuveen NUV LGCP GR IND R6 N/A | — | — | — | $493K | 2.3% | |
| Baird Funds BAIRD CR PL BND INST N/A | — | — | — | $478K | 2.2% | |
| Nuveen NV LFCY IN 2060 R6 N/A | — | — | — | $450K | 2.1% | |
| Fidelity Investments FIDELITY CHINA REG N/A | — | — | — | $449K | 2.1% | |
| Nuveen NV LFCY IN 2050 R6 N/A | — | — | — | $426K | 2.0% | |
| Nuveen NUV LG CAP GRW R6 N/A | — | — | — | $411K | 1.9% | |
| Vanguard Small Cap Value Index Admiral N/A | — | — | — | $307K | 1.4% | |
| Vanguard Short Term Investment Grade Adml N/A | — | — | — | $299K | 1.4% | |
| Money Market Fund Vanguard Treasury Money Market Inv N/A | — | — | — | $276K | 1.3% | |
| Vanguard Inflation Protected Securities Adm N/A | — | — | — | $270K | 1.2% | |
| Vanguard Explorer Adm N/A | — | — | — | $248K | 1.1% | |
| Nuveen NV LFCY IN 2020 R6 N/A | — | — | — | $188K | 0.9% | |
| Vanguard International Growth Admn N/A | — | — | — | $167K | 0.8% | |
| Dimensional Fund Advisors DFA GLOBAL EQUITY I N/A | — | — | — | $159K | 0.7% | |
| Nuveen NV LFCY IN 2045 R6 N/A | — | — | — | $133K | 0.6% | |
| Charles Schwab SCWB FD INT LC IDX N/A | — | — | — | $121K | 0.6% | |
| Vanguard Mid Cap Value Index Adml N/A | — | — | — | $120K | 0.6% | |
| Nuveen NV LFCY IN 2055 R6 N/A | — | — | — | $110K | 0.5% | |
| Nuveen NV LFCY IN 2035 R6 N/A | — | — | — | $103K | 0.5% | |
| Registered Investment Companies Alliance Bernstein AB DISCOVERY GRO Z N/A | — | — | — | $87K | 0.4% | |
| Participant loans to exceed 4.5 years, except in the instance of a loan for residential purposes. -0- | — | — | — | $85K | 0.4% | |
| Principal Global PRIN GLOL RE SEC R6 N/A | — | — | — | $67K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares N/A | — | — | — | $48K | 0.2% | |
| Nuveen HI YLD R6 N/A | — | — | — | $26K | 0.1% | |
| Nuveen NUV R E SEC SEL R6 N/A | — | — | — | $26K | 0.1% | |
| Fidelity Investments FDL MULT ASST INDEX N/A | — | — | — | $25K | 0.1% | |
| Nuveen NV LC IN RET INC R6 N/A | — | — | — | $19K | <0.1% | |
| Vanguard Lifestyle Income N/A | — | — | — | $18K | <0.1% | |
| Vanguard Government National Mortgage Association Fund Admiral Shares N/A | — | — | — | $17K | <0.1% |
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