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Original filing (PDF)20250925114657NAL0008484177001
INFO TECH OPERATING, LLC
Form 5500
FILING_RECEIVED
INFO TECH, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
358
Plan assets (EOY)
$75.5M
Net assets (EOY)
$75.5M
How this plan invests
This plan
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFO TECH OPERATING, LLC.
Plan sponsor
Name
INFO TECH OPERATING, LLC
EIN
59-1772879
Address
2970 SW 50TH TERRACE · GAINESVILLE, FL · 326085371
Phone
(352) 381-4400
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
THE RETIREMENT COMMITTEE INFO TECH
EIN
59-1772879
City
GAINESVILLE, FL
Phone
(352) 381-4400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JW COLE FINANCIAL | 16-1632597 | — | NONE | $67K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $42K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
51 direct securities· $89.0M(100% of reported assets)
Uncategorized
$86.4M
50 holdings
Insurance Contracts
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM INVESTMENTS PGIM JENNISON GROWTH FUND CLASS Z | — | — | — | $18.2M | 24.2% | |
| VANGUARD FUNDS VANGUARD INSTITUTIONAL INDEX 1 | — | — | — | $6.9M | 9.1% | |
| Dodge & Cox Stock Cl I Dodge & Cox Stock Cl I | — | — | $3.3M | $3.4M | 4.6% | |
| DELAWARE IVY DELAWARE IVY MID CAP GROWTH 1 | — | — | — | $3.4M | 4.6% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2040 FUND R6 | — | — | $2.8M | $3.1M | 4.1% | |
| JPMorgan Smart Retiremnt 2035-R6 JPMorgan Smart Retiremnt 2035-R6 | — | — | $2.6M | $2.7M | 3.6% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2020 FUND R6 | — | — | $2.6M | $2.7M | 3.5% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2035 FUND R6 | — | — | $2.5M | $2.7M | 3.5% | |
| * American United Life Insurance Company AUL Stable Value Account Series A, at contract value | Insurance Contracts | — | — | $2.6M | 3.5% | |
| JPMorgan Smart Retiremnt 2025-R6 JPMorgan Smart Retiremnt 2025-R6 | — | — | $2.4M | $2.5M | 3.3% | |
| INVESCO FUNDS INVESCO REAL ESTATE FUND R6 | — | — | — | $2.5M | 3.3% | |
| LORD ABBETT FUNDS LORD ABBETT DEVELOPING GROWTH FUND R6 | — | — | — | $2.3M | 3.1% | |
| Macquarie Science And Technology Fund Cl R6 Macquarie Science And Technology Fund2,104,497.24 | — | — | $2.1M | $2.3M | 3.1% | |
| T. ROWE PRICE T ROWE PRICE INSTITUTIONAL SMALL ‐CAP | — | — | — | $2.1M | 2.8% | |
| VANGUARD FUNDS VANGUARD MID CAP INDEX FUND ADMIRAL | — | — | — | $2.1M | 2.7% | |
| VANGUARD FUNDS VANGUARD SMALL CAP INDEX ADM | — | — | — | $1.9M | 2.6% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2030 FUND R6 | — | — | $1.8M | $1.9M | 2.6% | |
| T. ROWE PRICE T ROWE PRICE SMALL CAP VALUE FUND I | — | — | $1.7M | $1.8M | 2.3% | |
| SPECTRUM MODERATE ALLOCATION FUND | — | — | — | $1.7M | 2.3% | |
| JPMorgan Smart Retiremnt 2055-R6 JPMorgan Smart Retiremnt 2055-R6 | — | — | $1.5M | $1.6M | 2.1% | |
| MFS DISTRIBUTORS, INC. MFS INTERNATIONAL INTRINSIC VALUE FUND R6 | — | — | — | $1.5M | 2.0% | |
| SPECTRUM SPECTRRUM MODERATE GROWTH ALLOCATION | — | — | — | $1.2M | 1.6% | |
| VANGUARD FUNDS VANGUARD TOTAL BOND MARKET INDEX | — | — | — | $1.2M | 1.5% | |
| Lord Abbett Developing Growth R6 Lord Abbett Developing Growth R6 | — | — | $930K | $1.1M | 1.5% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT INCOME FUND R6 | — | — | — | $1.1M | 1.5% | |
| VANGUARD FUNDS VANGUARD HEALTH CARE INDEX FUND ADMIRAL | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price Small-Cap Value I T. Rowe Price Small-Cap Value I | — | — | $985K | $991K | 1.3% | |
| JPMorgan SmartRetirement 2060 Fund R6 JPMorgan SmartRetirement 2060 Fund R6820,159.77 | — | — | $820K | $877K | 1.2% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2055 FUND R6 | — | — | — | $877K | 1.2% | |
| Fidelity Advisor® Strategic Income I Fidelity Advisor® Strategic Income I | — | — | $851K | $866K | 1.1% | |
| DELAWARE IVY DELAWARE IVY SCIENCE & TECHNOLOGY | — | — | — | $866K | 1.1% | |
| Vanguard Total Intl Stock Index Admiral Vanguard Total Intl Stock Index Admir | — | — | $802K | $795K | 1.1% | |
| T. ROWE PRICE T ROWE PRICE CAP APPRECIATION FD I | — | — | — | $672K | 0.9% | |
| Invesco Real Estate Fund R6 Invesco Real Estate Fund R6 | — | — | $662K | $646K | 0.9% | |
| FIDELITY INVESTMENTS INST. SVC. CO. FIDELITY ADVISOR STRATEGIC INCOME FUND | — | — | — | $646K | 0.9% | |
| PIMCO INSTITUTIONAL PIMCO FDS TOTAL RETURN FD INST | — | — | — | $643K | 0.9% | |
| DODGE & COX DODGE & COX STOCK C1 1 | — | — | — | $575K | 0.8% | |
| Invesco Oppenheimer International Growth Fund R6 Invesco Oppenheimer International Gro | — | — | $645K | $575K | 0.8% | |
| AMERICAN CENTURY AMERICAN CENTURY INFLATION ‐ ADJUSTED | — | — | — | $563K | 0.7% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2060 FUND R6 | — | — | — | $527K | 0.7% | |
| Macquarie Mid Cap Growth Instl Macquarie Mid Cap Growth Instl | — | — | $549K | $527K | 0.7% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | — | — | $471K | $471K | 0.6% | |
| Participant Notes Interest rates range from 4.25% - 9.50% | — | — | — | $471K | 0.6% | |
| PGIM INVESTMENTS PGIM JENNISON NATURAL RESOURCES FUND | — | — | — | $470K | 0.6% | |
| JP MORGAN FUNDS JPMORGAN SMART RETIREMENT 2050 FUND R6 | — | — | — | $386K | 0.5% | |
| AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH R6 | — | — | — | $252K | 0.3% | |
| BLACKROCK STRATEGIC INCOME | — | — | — | $166K | 0.2% | |
| JPMorgan Smart Retiremnt 2020-R6 JPMorgan Smart Retiremnt 2020-R6 | — | — | $157K | $160K | 0.2% | |
| INVESCO FUNDS INVESCO OPPENHEIMER INTERNATIONAL | — | — | — | $160K | 0.2% | |
| SPECTRUM CONSERVATIVE ALLOCATION FUND | — | — | — | $75K | <0.1% | |
| Registered Investment Companies FIDELITY INVESTMENTS INST. SVC. CO. Fidelity Government MMkt | — | — | — | $47K | <0.1% |
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