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Original filing (PDF)20251014152219NAL0006630658001
INTERNAL DATA RESOURCES, INC.
Form 5500
FILING_RECEIVED
INTERNAL DATA RESOURCES, INC. 401(K) P/ S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
478
Accounts w/ balance
194
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNAL DATA RESOURCES, INC..
Plan sponsor
Name
INTERNAL DATA RESOURCES, INC.
EIN
58-2389124
Address
1120 SANCTUARY PARKWAY · SUITE 150 · ALPHARETTA, GA · 30009
Phone
(770) 854-2173
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
Investments
16 direct securities · 32 pooled funds· $11.3M(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.
Common Collective Trust
$6.8M
32 holdings
Uncategorized
$4.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wilmington Tr Coll Invt Blckrck Eqt 1 Collective Trust Fund | — | — | — | $1.4M | 20.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 20.1% | |
| MyWayRetirement Index 2060 Fund Collective Trust Fund | — | — | — | $619K | 9.0% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $619K | 9.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $604K | 8.8% | |
| MyWayRetirement Index 2055 Fund Collective Trust Fund | — | — | — | $603K | 8.8% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $603K | 8.8% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $603K | 8.8% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $523K | 7.6% | |
| Wilmington Tr Coll Invt Blckrck Eafe R Collective Trust Fund | — | — | — | $428K | 6.2% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $428K | 6.2% | |
| MyWayRetirement Index 2045 Fund Collective Trust Fund | — | — | — | $317K | 4.6% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $317K | 4.6% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $277K | 4.0% | |
| MyWayRetirement Index 2030 Fund Collective Trust Fund | — | — | — | $215K | 3.1% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $215K | 3.1% | |
| MyWayRetirement Index 2050 Fund Collective Trust Fund | — | — | — | $208K | 3.0% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $208K | 3.0% | |
| MyWayRetirement Index Retirement Fund Collective Trust Fund | — | — | — | $177K | 2.6% | |
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $177K | 2.6% | |
| MyWayRetirement Index 2065 Fund Collective Trust Fund | — | — | — | $166K | 2.4% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $166K | 2.4% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $127K | 1.9% | |
| MyWayRetirement Index 2040 Fund Collective Trust Fund | — | — | — | $87K | 1.3% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $87K | 1.3% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $78K | 1.1% | |
| MyWayRetirement Index 2035 Fund Collective Trust Fund | — | — | — | $73K | 1.1% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $73K | 1.1% | |
| Wilmington Tr Coll Invt Blckrck US 1 Collective Trust Fund | — | — | — | $60K | 0.9% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $60K | 0.9% | |
| BLACKROCK U.S. TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $54K | 0.8% | |
| Various Maturity Dates, with Interest * Participant Loans Rates from 10.25% to 10.50% | — | — | — | $52K | 0.8% | |
| (E) | — | — | — | $52K | 0.8% | |
| Wilmington Tr Coll Invt Blckrck Russel Collective Trust Fund | — | — | — | $42K | 0.6% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $42K | 0.6% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $34K | 0.5% | |
| MyWayRetirement Emerging Markets R Collective Trust Fund | — | — | — | $34K | 0.5% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $34K | 0.5% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $30K | 0.4% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $20K | 0.3% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $16K | 0.2% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $13K | 0.2% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $9K | 0.1% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $711 | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% |
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