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Original filing (PDF)20251015171453NAL0006884368001
AINS LLC DBA OPEXUS
Form 5500
FILING_RECEIVED
OPEXUS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
202
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 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
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AINS LLC DBA OPEXUS.
Plan sponsor
Name
AINS LLC DBA OPEXUS
EIN
52-1595814
Address
1101 17TH STREET 12TH FLOOR · WASHINGTON, DC · 200364704
Phone
(301) 670-2312
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $53K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
Investments
25 direct securities · 7 pooled funds· $33.7M(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
$18.0M
19 holdings
Guaranteed Income / GIC
$6.9M
2 holdings
Common Collective Trust
$5.4M
5 holdings
Pooled Separate Accounts
$2.2M
2 holdings
Pooled Separate Account
$1.1M
2 holdings
Mutual Funds
$51K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Principal Life Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $3.9M | 23.4% | |
| * Principal Life Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $3.0M | 18.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.9M | 17.6% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $1.8M | 10.9% | |
| Collective Investment Trusts Great Gray Trust Company Blackrock Total Return Bond Class 6 Fund | — | — | — | $1.7M | 10.5% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 9.8% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| Great Gray Trust Company Large Cap Value I1 Fund | — | — | — | $1.5M | 8.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $1.4M | 8.4% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $1.4M | 8.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.4M | 8.3% | |
| Great Gray Trust Company Large Cap Growth Fund III Class I1 | — | — | — | $1.3M | 8.0% | |
| s * Principal Life Principal Diversified International SA-Z | Pooled Separate Accounts | — | — | $1.2M | 7.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.1M | 6.5% | |
| s * Principal Life Principal Diversified International SA-Z | Pooled Separate Accounts | — | — | $1.1M | 6.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.1M | 6.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $958K | 5.8% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $773K | 4.7% | |
| Great Gray Trust Company Small Cap Value III Class I1 Fund | — | — | — | $757K | 4.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $543K | 3.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $506K | 3.1% | |
| Invesco Discovery Fund | — | — | — | $495K | 3.0% | |
| Invesco Discovery Fund | — | — | — | $450K | 2.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $389K | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $366K | 2.2% | |
| Principal Life Principal U.S. Property SA-Z | — | — | — | $286K | 1.7% | |
| Participant Loans Interest rates from 5.25% to 9.50% - | — | — | — | $155K | 0.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $83K | 0.5% | |
| Participant Loans Interest rates from 5.25% to 9.50% - | — | — | — | $57K | 0.3% | |
| BlackRock Emerging Markets Fund | Mutual Funds | — | — | $29K | 0.2% | |
| BlackRock Emerging Markets Fund | Mutual Funds | — | — | $23K | 0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2K | <0.1% |
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