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Original filing (PDF)20251010215933NAL0008193553001
INKTEL HOLDINGS, LLC
Form 5500
FILING_RECEIVED
INKTEL 401(K) PLAN
401(k) retirement plan
Active participants
651
Accounts w/ balance
266
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INKTEL HOLDINGS, LLC.
Plan sponsor
Name
INKTEL HOLDINGS, LLC
EIN
65-0734857
Address
8200 NW 33RD STREET · SUITE 100 · DORAL, FL · 33122
Phone
(305) 523-1100
Industry
Admin Support & Waste Mgmtsee 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
2025-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KSDT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Investments
29 direct securities· $8.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2040 | — | — | — | $1.8M | 21.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $933K | 11.3% | |
| Fidelity Investments Fidelity Freedom Index 2035 | — | — | — | $904K | 10.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 | — | — | — | $680K | 8.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 | — | — | — | $647K | 7.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 | — | — | — | $640K | 7.7% | |
| Fidelity Investments Fidelity Equity-Income K6 Fund | — | — | — | $398K | 4.8% | |
| Fidelity Investments Fidelity Freedom Index 2055 | — | — | — | $393K | 4.7% | |
| Fidelity Investments Fidelity Freedom Index 2060 | — | — | — | $283K | 3.4% | |
| Fidelity Investments Fidelity International Capital Appreciation K6 Fund | — | — | — | $235K | 2.8% | |
| Global Quality Growth GQG Partners Emerging Markets Equity Fund R6 | — | — | — | $223K | 2.7% | |
| 9.50%, various maturities through December 2029 $ - | — | — | — | $207K | 2.5% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund | — | — | — | $205K | 2.5% | |
| Fidelity Investments Interest-bearing cash account | — | — | — | $166K | 2.0% | |
| JPMorgan U.S. Equity R6 | — | — | — | $150K | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 | — | — | — | $69K | 0.8% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | — | — | — | $64K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2065 | — | — | — | $63K | 0.8% | |
| Fidelity Investments BrokerageLink - Self-directed brokerage accounts | — | — | — | $58K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2020 | — | — | — | $48K | 0.6% | |
| Fidelity Investments Fidelity Puritan Fund | — | — | — | $39K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 | — | — | — | $14K | 0.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $9K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $8K | <0.1% | |
| Franklin Templeton PIMCO RAE US Small Instl | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $4K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $4K | <0.1% | |
| Cohen & Steers Cohen & Steers Realty Shares Z | — | — | — | $2K | <0.1% |
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