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Original filing (PDF)20251015123145NAL0004539345001
INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS
Form 5500
FILING_RECEIVED
IFAS SMART SAVINGS PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
158
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "iShares S&P 500 Index Fund P iShares 0" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS.
Plan sponsor
Name
INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS
EIN
51-0615428
Address
3033 WILSON BLVD · SUITE 700 · ARLINGTON, VA · 22201
Phone
(703) 583-4327
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
2025-10-15
Pension benefit codes
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
LUCAS PHAM - ROCK CREEK ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
Investments
14 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund P iShares 0 | — | — | — | $1.3M | 29.8% | |
| Blackrock Summit Cash Reserves Inv A BlackRock 0 | — | — | — | $927K | 22.0% | |
| BlackRock LifePath Index 2050 Fund P BlackRock 0 | — | — | — | $482K | 11.5% | |
| BlackRock LifePath Index 2030 Fund P BlackRock 0 | — | — | — | $367K | 8.7% | |
| BlackRock LifePath Index 2040 Fund P BlackRock 0 | — | — | — | $191K | 4.5% | |
| BlackRock Advantage CoreAlpha Bond A BlackRock 0 | — | — | — | $174K | 4.1% | |
| BlackRock 60/40 Target Alloc Inv A BlackRock 0 | — | — | — | $168K | 4.0% | |
| iShares Russell 2000 Small Cap Index Fun iShares 0 | — | — | — | $157K | 3.7% | |
| iShares MSCI EAFE International Index Fu iShares 0 | — | — | — | $128K | 3.0% | |
| BlackRock Advantage International Inv A BlackRock 0 | — | — | — | $97K | 2.3% | |
| BlackRock Advntg Large Cap Core Inv A BlackRock 0 | — | — | — | $89K | 2.1% | |
| BlackRock LifePath Index Retirement Fund BlackRock 0 | — | — | — | $76K | 1.8% | |
| BlackRock Advantage Small Cap Core Inv A BlackRock 0 | — | — | — | $61K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $28K | 0.7% |
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