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Original filing (PDF)20251015153734NAL0006634592001
INDYNE, INC.
Form 5500
FILING_RECEIVED
INDYNE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
485
Accounts w/ balance
635
Plan assets (EOY)
$72.5M
Net assets (EOY)
$72.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 41% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDYNE, INC..
Plan sponsor
Name
INDYNE, INC.
EIN
52-1395799
Address
46561 EXPEDITION DRIVE, SUITE 100-A · LEXINGTON PARK, MD · 20653
Phone
(850) 398-8677
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $54K | — |
Investments
7 direct securities · 6 pooled funds· $52.8M(73% 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.
Common Collective Trust
$37.8M
5 holdings
Uncategorized
$15.0M
7 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.6M | 21.5% | |
| TRP US TREASURY MM TRUST | — | — | — | $11.0M | 15.2% | |
| T ROWE PRICE BLUE CHIP GROWTH TR T6 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $11.0M | 15.2% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY COMMINGLED POOL · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $4.0M | 5.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.6M | 4.9% | |
| FIAM BROAD MARKET DURATION POOL | — | — | — | $3.2M | 4.4% | |
| FIAM HIGH YIELD BOND COMMINGLED POO | — | — | — | $301K | 0.4% | |
| FIAM FLOATING RATE HIGH INCOME COMM | — | — | — | $237K | 0.3% | |
| FIAM EMERGING MARKETS DEBT COMMINGL | — | — | — | $114K | 0.2% | |
| FIAM GLOBAL CREDIT EX-U.S. HEDGED C | — | — | — | $101K | 0.1% | |
| FIDELITY REAL ESTATE HIGH INCOME FU | — | — | — | $86K | 0.1% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $0 | <0.1% |