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Original filing (PDF)20250915135409NAL0001174801001
INOMEDIC HEALTH APPLICATIONS, INC.
Form 5500
FILING_RECEIVED
IHA OCCUPATIONAL HEALTH SERVICES RETIREMENT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOMEDIC HEALTH APPLICATIONS, INC..
Plan sponsor
Name
INOMEDIC HEALTH APPLICATIONS, INC.
EIN
54-1720628
Address
2 EATON STREET, SUITE 908 · HAMPTON, VA · 23669
Phone
(757) 722-7575
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE WEALTH STRATEGIES | 05-0629562 | — | NONE | $74K | — |
| MATRIX FINANCIAL SOLUTIONS | 27-1228437 | — | NONE | $5K | — |
Investments
13 direct securities· $14.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Z | — | — | $1.0M | $1.5M | 9.9% | |
| Columbia Dividend Income Fund Instl 2 | — | — | $1.1M | $1.5M | 9.8% | |
| American Beacon Sim High Yld Opps Instl | — | — | $1.4M | $1.4M | 9.5% | |
| MFS Research R4 | — | — | $1.2M | $1.4M | 9.3% | |
| Fidelity Advisor Total Bond Z | — | — | $1.2M | $1.3M | 8.5% | |
| Lord Abbett Short Duration R6 | — | — | $1.3M | $1.2M | 8.3% | |
| Blackrock Technology Opportunity Fund | — | — | $648K | $1.2M | 8.0% | |
| PGIM Total Return Bond Fund Class R6 | — | — | $1.4M | $1.1M | 7.8% | |
| Pioneer Bond Fund Class K | — | — | $1.3M | $1.1M | 7.5% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 | — | — | $789K | $932K | 6.3% | |
| Invesco Main Street Small Cap Fund R6 | — | — | $682K | $929K | 6.3% | |
| Virtus KAR Mid-Cap Core R6 | — | — | $800K | $842K | 5.7% | |
| JPMorgan Federal Money Market Account | — | — | $301K | $301K | 2.0% |