Back to filter
Original filing (PDF)20251015071605NAL0008112930001
INFRAMARK, LLC
Form 5500
FILING_RECEIVED
INFRAMARK 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,201
Accounts w/ balance
3,495
Plan assets (EOY)
$179.0M
Net assets (EOY)
$179.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
30 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 INFRAMARK, LLC.
Plan sponsor
Name
INFRAMARK, LLC
EIN
62-1168252
Address
2002 W GRAND PKWY N STE# 100 · KATY, TX · 77449
Phone
(215) 283-6110
Industry
All Other Professional Services· 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
2025-10-15
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
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $77K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | NONE | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $46K | — |
Investments
29 direct securities · 10 pooled funds· $178.3M(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.
Uncategorized
$174.6M
29 holdings
Common Collective Trust
$3.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $23.7M | 13.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $20.4M | 11.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $20.0M | 11.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $16.2M | 9.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $11.2M | 6.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $10.7M | 6.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $10.5M | 5.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $7.8M | 4.4% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $7.3M | 4.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $7.2M | 4.0% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $6.0M | 3.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $5.9M | 3.3% | |
| Notes receivable from participants Interest rates from | — | — | — | $5.0M | 2.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 2.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $3.6M | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $2.8M | 1.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $2.6M | 1.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $2.5M | 1.4% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $2.3M | 1.3% | |
| Fidelity Us Bond Index Mutual Fund | — | — | — | $1.9M | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $1.6M | 0.9% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Metropolitan West Total Return Bond I Mutual Fund | — | — | — | $978K | 0.5% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $911K | 0.5% | |
| Blackrock High Yield Institutional Bond Mutual Fund | — | — | — | $764K | 0.4% | |
| Fidelity Institutional Capital Appreciation K6 Mutual Fund | — | — | — | $745K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $268K | 0.1% | |
| Trust AB Global Bond Advisor Mutual Fund | — | — | — | $260K | 0.1% | |
| Invesco International Small Company R6 Mutual Fund | — | — | — | $191K | 0.1% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $179K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size All Other Professional Services plans
FIVE9, INC.
FIVE9, INC.401(K) PLAN
$179.7M · 1,501 participants
OXBOW CARBON LLC
OXBOW AFFILIATED COMPANIES RETIREMENT PLAN
$177.2M · 283 participants
OXBOW CARBON LLC
OXBOW AFFILIATED COMPANIES RETIREMENT PLAN
$177.2M · 283 participants
THE BRATTLE GROUP, INC.
THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST
$183.2M · 388 participants
FINTHRIVE
FINTHRIVE 401(K) PLAN
$183.5M · 1,488 participants
MAGIC LEAP, INC.
MAGIC LEAP INC. 401(K) PLAN
$183.9M · 903 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants