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Original filing (PDF)20251006125550NAL0002070099001
INFORMATION & COMPUTING SERVICES, INC.
Form 5500
FILING_RECEIVED
INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
410
Accounts w/ balance
476
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFORMATION & COMPUTING SERVICES, INC..
Plan sponsor
Name
INFORMATION & COMPUTING SERVICES, INC.
EIN
59-2093093
Address
3563 PHILIPS HWY STE F-601 · JACKSONVILLE, FL · 32207
Phone
(904) 493-1680
Industry
Professional & Technical 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
2025-10-06
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
FRAZIER AND DEETER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $0 | — |
Investments
33 direct securities · 1 pooled fund· $57.1M(99% 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
$56.8M
33 holdings
Common Collective Trust
$312K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Mutual funds | — | — | — | $9.1M | 15.7% | |
| American Funds 2035 Target Date Retirement Fund Mutual funds | — | — | — | $5.5M | 9.5% | |
| American Funds 2050 Target Date Retirement Fund Mutual funds | — | — | — | $5.2M | 8.9% | |
| American Funds 2045 Target Date Retirement Fund Mutual funds | — | — | — | $4.3M | 7.3% | |
| American Funds 2040 Target Date Retirement Fund Mutual funds | — | — | — | $3.9M | 6.7% | |
| American Funds 2060 Target Date Retirement Fund Mutual funds | — | — | — | $3.8M | 6.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual funds | — | — | — | $3.7M | 6.3% | |
| American Funds 2030 Target Date Retirement Fund Mutual funds | — | — | — | $2.2M | 3.7% | |
| American Funds Fundamental Investors Funds Mutual funds | — | — | — | $2.1M | 3.6% | |
| American Funds New Perspective Fund Mutual funds | — | — | — | $1.7M | 3.0% | |
| American Funds 2025 Target Date Retirement Fund Mutual funds | — | — | — | $1.6M | 2.8% | |
| Fidelity Advisor Small Cap Growth Fund Mutual funds | — | — | — | $1.4M | 2.5% | |
| American Funds The Growth Fund Mutual funds | — | — | — | $1.4M | 2.5% | |
| Fidelity Advisor Large Cap Fund Mutual funds | — | — | — | $1.2M | 2.1% | |
| Columbia Small Cap Index Fund Mutual funds | — | — | — | $1.1M | 1.9% | |
| American Funds Small Cap World Fund Mutual funds | — | — | — | $1.0M | 1.8% | |
| American Funds New Ecomony R4 Fund Mutual funds | — | — | — | $987K | 1.7% | |
| American Funds 2020 Target Date Retirement Fund Mutual funds | — | — | — | $977K | 1.7% | |
| iShares MSCI EAFE International Index Fund Mutual funds | — | — | — | $853K | 1.5% | |
| Fidelity Advisor Government Money Market Fund Money Market Fund | — | — | — | $607K | 1.0% | |
| American Funds American Balanced Fund Mutual funds | — | — | — | $555K | 1.0% | |
| Loomis Sayles Strategic Income Fund Mutual funds | — | — | — | $536K | 0.9% | |
| Fidelity Advisor Limited Term Bond Fund Mutual funds | — | — | — | $502K | 0.9% | |
| JPMorgan Small Cap Equity Fund Mutual funds | — | — | — | $469K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Mutual funds | — | — | — | $447K | 0.8% | |
| JPMorgan Value Advantage Fund Mutual funds | — | — | — | $379K | 0.7% | |
| Invesco Emerging Markets All Cap Fund Mutual funds | — | — | — | $347K | 0.6% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $312K | 0.5% | |
| First Eagle Global Fund Mutual funds | — | — | — | $303K | 0.5% | |
| American Funds Bond Fund of America Mutual funds | — | — | — | $286K | 0.5% | |
| Fidelity Advisor Real Estate Fund Mutual funds | — | — | — | $151K | 0.3% | |
| Franklin Gold and Precious Metals Fund Mutual funds | — | — | — | $104K | 0.2% | |
| American Funds Capital World Growth & Income Fund Mutual funds | — | — | — | $96K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Mutual funds | — | — | — | $66K | 0.1% |
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