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Original filing (PDF)20250819140121NAL0001180547001
INTERNET TESTING SYSTEMS, L.L.C.
Form 5500
FILING_RECEIVED
INTERNET TESTING SYSTEMS, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
163
Accounts w/ balance
151
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
38 pooled trusts
Schedule D
37 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 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 INTERNET TESTING SYSTEMS, L.L.C..
Plan sponsor
Name
INTERNET TESTING SYSTEMS, L.L.C.
EIN
52-2047554
Address
3000 CHESTNUT AVE., SUITE 401 · BALTIMORE, MD · 21211
Phone
(410) 889-2200
Industry
Educational 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
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
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
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPING & INFO MGMT | $74K | — |
Investments
1 direct security · 38 pooled funds· $17.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$17.3M
38 holdings
Uncategorized
$80K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.7M | 15.0% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.7M | 14.9% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.4M | 13.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.9M | 10.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.7M | 9.5% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $990K | 5.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $768K | 4.3% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $479K | 2.7% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $450K | 2.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $432K | 2.4% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $423K | 2.4% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $420K | 2.4% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $232K | 1.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $207K | 1.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $152K | 0.9% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $146K | 0.8% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $145K | 0.8% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $145K | 0.8% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $144K | 0.8% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $132K | 0.7% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $130K | 0.7% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $127K | 0.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $87K | 0.5% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $81K | 0.5% | |
| Participant loans | — | — | — | $80K | 0.4% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $47K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $44K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $37K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $29K | 0.2% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.2% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $23K | 0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $14K | <0.1% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $14K | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $10K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| ISHARES MSCI EAFE VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |