How big is Ingenesis, Inc.'s plan?

Ingenesis, Inc.'s plan reported $12.5M in assets and 1,057 participants for 2024.

Original filing (PDF)20251015144219NAL0002472931001

Ingenesis, Inc.

Name: Ingenesis, Inc. — Ingenesis, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Ingenesis, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ingenesis, Inc. 401(k) Plan

401(k) retirement plan · Ingenesis, Inc.'s Ingenesis, Inc. 401(k) Plan held $12.5M in plan assets for 1,057 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,057

Accounts w/ balance

631

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Veronica Edwards signed Ingenesis, Inc.'s 2024 Form 5500 as plan administrator.

Veronica Edwards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ingenesis, Inc.'s EIN is 74-2963430.

EIN 74-2963430

Plan number 001

Plan year 2024

ACK ID 20251015144219NAL0002472931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ingenesis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ingenesis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INGENESIS, INC..

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (9th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

INGENESIS, INC.

EIN

all filings

Address

18756 STONE OAK PARKWAY SUITE 200 · SAN ANTONIO, TX · 78258

Phone

(210) 366-0033

Industry

Other Services (ex. Public Admin)

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	BUFFALO, NY	RECORDKEEPER	$7K	—

Investments

33 direct securities· $12.5M(100% of reported assets)

Mutual Funds

$6.6M

13 holdings

Other securities

$2.9M

13 holdings

Pooled Separate Accounts

$1.4M

1 holding

Common Collective Trusts

$1.2M

4 holdings

Stable Value

$252K

1 holding

Bonds / Notes

$192K

1 holding

					% of plan
s * John Hancock USA Vanguard Target Ret 2050	Pooled Separate Accounts	—	—	$1.4M	11.4%
John Hancock USA Vanguard Target Ret 2040	Mutual Funds	—	—	$1.3M	10.0%
John Hancock USA Vanguard Target Ret 2055	Mutual Funds	—	—	$1.2M	9.4%
John Hancock USA Vanguard Target Ret 2045	Mutual Funds	—	—	$1.1M	8.8%
John Hancock USA JH Multimanager Balanced LS	Other securities	—	—	$1.1M	8.4%
John Hancock USA 500 Index Fund	Common Collective Trusts	—	—	$975K	7.8%
John Hancock USA Vanguard Target Ret 2035	Mutual Funds	—	—	$845K	6.7%
John Hancock USA Vanguard Target Ret 2030	Mutual Funds	—	—	$668K	5.3%
John Hancock USA JH Multimanager Aggressive LS	Other securities	—	—	$618K	4.9%
John Hancock USA Vanguard Target Ret 2060	Mutual Funds	—	—	$572K	4.6%
John Hancock USA JH Multimanager Growth LS	Other securities	—	—	$564K	4.5%
John Hancock USA Vanguard Target Ret 2025	Mutual Funds	—	—	$363K	2.9%
John Hancock USA John Hancock Stable Value	Stable Value	—	—	$252K	2.0%
Notes Receivable from Participants Interest ranging from 4.25% to 9.5%	Bonds / Notes	—	—	$192K	1.5%
John Hancock USA Vanguard Target Ret 2065	Mutual Funds	—	—	$169K	1.4%
John Hancock USA JH Multimanager Moderate LS	Other securities	—	—	$169K	1.3%
John Hancock USA Vanguard Equity-Income Fund	Mutual Funds	—	—	$162K	1.3%
John Hancock USA Mid Cap Index Fund	Common Collective Trusts	—	—	$161K	1.3%
John Hancock USA Vanguard Small Cap Grow Index	Mutual Funds	—	—	$152K	1.2%
John Hancock USA Capital Appreciation Fund	Other securities	—	—	$148K	1.2%
John Hancock USA High Yield Fund	Other securities	—	—	$124K	1.0%
John Hancock USA Vanguard Target Ret 2020	Mutual Funds	—	—	$101K	0.8%
John Hancock USA IS MSCI GW	Other securities	—	—	$67K	0.5%
John Hancock USA TIAA-CREF Small-Cap Blend Idx	Common Collective Trusts	—	—	$33K	0.3%
John Hancock USA Carillon Eagle Mid Cap Growth	Other securities	—	—	$32K	0.3%
John Hancock USA Mid Value Fund	Other securities	—	—	$29K	0.2%
John Hancock USA Fidelity International Index	Mutual Funds	—	—	$24K	0.2%
John Hancock USA Total Bond Market Fund	Other securities	—	—	$20K	0.2%
John Hancock USA American Century Small Cap Val	Other securities	—	—	$19K	0.2%
John Hancock USA Northern EM Equity Index Fund	Common Collective Trusts	—	—	$16K	0.1%
John Hancock USA Core Bond Fund	Other securities	—	—	$15K	0.1%
John Hancock USA JH Multimanager Conserv LS	Other securities	—	—	$10K	<0.1%
John Hancock USA Vanguard Target Ret Income	Mutual Funds	—	—	$10K	<0.1%