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Original filing (PDF)20251015155033NAL0006672048001
INFOMERGE LLC
Form 5500
FILING_RECEIVED
INFOMERGE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
91
Accounts w/ balance
141
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "in interest Lessor or Similar Party Par or Maturity Value Value BlackRock S&P 500 Index Fund K Mutual Fund" is 26% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOMERGE LLC.
Plan sponsor
Name
INFOMERGE LLC
EIN
61-1697922
Address
1600 CHARLES PLACE · MANHATTAN, KS · 66502
Phone
(785) 537-4200
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VARNEY & ASSOCIATES, CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, LC. | — | WICHITA, KS | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | — | LEAWOOD, KS | INVESTMENT ADVISOR | $43K | — |
Investments
16 direct securities· $28.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| interest Lessor or Similar Party Par or Maturity Value BlackRock S&P 500 Index Fund K Mutual Fund | — | — | — | $7.2M | 25.1% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | — | — | — | $4.8M | 16.8% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $4.5M | 15.6% | |
| Vanguard MidCap Index Fund Mutual Fund | — | — | — | $3.6M | 12.6% | |
| Vanguard InterTrm Bond Index Fund Mutual Fund | — | — | — | $2.2M | 7.5% | |
| Vanguard SmallCap Index Fund Mutual Fund | — | — | — | $1.2M | 4.1% | |
| Vanguard REIT Index Fund Mutual Fund | — | — | — | $1.2M | 4.0% | |
| Fidelity Small Cap Value Mutual Fund | — | — | — | $1.0M | 3.6% | |
| Vanguard FTSE All-World ex-US Small Cap Mutual Fund | — | — | — | $1.0M | 3.6% | |
| Fidelity Large Cap Growth Mutual Fund | — | — | — | $613K | 2.1% | |
| Fidelity Small Cap Growth Mutual Fund | — | — | — | $303K | 1.1% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund | — | — | — | $291K | 1.0% | |
| Fidelity Large Cap Value Mutual Fund | — | — | — | $49K | 0.2% | |
| Vanguard Federal Money Market Investment Fund Money Market | — | — | — | $13K | <0.1% | |
| Fidelity Mid Cap Value Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Mid Cap Growth Mutual Fund | — | — | — | $2K | <0.1% |
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