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Original filing (PDF)20250924114607NAL0009166403001
ENTERPRISE INTEGRATION, INC.
Form 5500
FILING_RECEIVED
ENTERPRISE INTEGRATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
153
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTERPRISE INTEGRATION, INC..
Plan sponsor
Name
ENTERPRISE INTEGRATION, INC.
EIN
59-3458264
Address
10950-60 SAN JOSE BLVD. · #284 · JACKSONVILLE, FL · 32223
Phone
(904) 928-8105
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
2025-09-24
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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY | 71-0294708 | WINDSOR, CT | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISORY | $0 | — |
Investments
36 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 | — | — | — | $940K | 21.6% | |
| Columbia Large Cap Value F I3 | — | — | — | $629K | 14.5% | |
| Voya Fixed Account (4450) | — | — | — | $485K | 11.2% | |
| Vangrd 500 Index Fund Adm | — | — | — | $418K | 9.6% | |
| PIMCO Income Fund Ins | — | — | — | $349K | 8.0% | |
| Voya Index Solution 2050 P Z | — | — | — | $198K | 4.6% | |
| Voya Index Solution 2040 P Z | — | — | — | $98K | 2.3% | |
| Voya Index Solution 2055 P Z | — | — | — | $88K | 2.0% | |
| PIMCO Real Return Fund Ins | — | — | — | $82K | 1.9% | |
| JPMorgan Government Bd Fnd R6 | — | — | — | $81K | 1.9% | |
| Voya Index Solution 2060 P Z | — | — | — | $75K | 1.7% | |
| Vangrd Small-Cap Index Fnd Adm | — | — | — | $66K | 1.5% | |
| Notes receivable from participants (4.25-9.50%) | — | — | — | $60K | 1.4% | |
| Voya Index Solution 2045 P Z | — | — | — | $58K | 1.3% | |
| Virtus KAR Small-Cap Growth R6 | — | — | — | $57K | 1.3% | |
| PGIM Jennison Glb Opprt Fnd R6 | — | — | — | $56K | 1.3% | |
| Voya Index Solution 2065 P Z | — | — | — | $53K | 1.2% | |
| Artisan Develop Wrld Fd Inst | — | — | — | $47K | 1.1% | |
| Voya Index Solution 2030 P Z | — | — | — | $46K | 1.1% | |
| John Hanck Dis Val Md Cp Fd R6 | — | — | — | $44K | 1.0% | |
| Vangrd Dev Mkts Index Fd Adm | — | — | — | $41K | 0.9% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I | — | — | — | $40K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm | — | — | — | $38K | 0.9% | |
| Invesco Floating Rate ESG F R6 | — | — | — | $38K | 0.9% | |
| Trans SMid Cap Value Fund R6 | — | — | — | $36K | 0.8% | |
| BlkRck High Yield Port K | — | — | — | $35K | 0.8% | |
| PGIM Jennison Intl Opprt Fd R6 | — | — | — | $35K | 0.8% | |
| Vangrd Intl Value Fnd Inv | — | — | — | $29K | 0.7% | |
| Cohen&Steers Inst Rl Shares | — | — | — | $23K | 0.5% | |
| Hartford Schrdrs Intl Stck SDR | — | — | — | $23K | 0.5% | |
| Voya Index Solution 2025 P Z | — | — | — | $22K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $21K | 0.5% | |
| Voya Index Solution 2035 P Z | — | — | — | $17K | 0.4% | |
| Macq Small Cap Core R6 | — | — | — | $6K | 0.1% | |
| JPMorgan Mid Cap Growth Fd R6 | — | — | — | $4K | <0.1% | |
| Vangrd Int-Trm Inv-Grd Fd Adm | — | — | — | $3K | <0.1% |
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