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Original filing (PDF)20251015144219NAL0002472931001
INGENESIS, INC.
Form 5500
FILING_RECEIVED
INGENESIS, INC. 401K PLAN
401(k) retirement plan
Active participants
1,057
Accounts w/ balance
631
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
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 (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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGENESIS, INC..
Plan sponsor
Name
INGENESIS, INC.
EIN
74-2963430
Address
18756 STONE OAK PARKWAY SUITE 200 · SAN ANTONIO, TX · 78258
Phone
(210) 366-0033
Industry
Other Services (ex. Public Admin)see 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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
Uncategorized
$11.1M
32 holdings
Pooled Separate Accounts
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * John Hancock USA Vanguard Target Ret 2050 | Pooled Separate Accounts | — | — | $1.4M | 11.4% | |
| John Hancock USA Vanguard Target Ret 2040 | — | — | — | $1.3M | 10.0% | |
| John Hancock USA Vanguard Target Ret 2055 | — | — | — | $1.2M | 9.4% | |
| John Hancock USA Vanguard Target Ret 2045 | — | — | — | $1.1M | 8.8% | |
| John Hancock USA JH Multimanager Balanced LS | — | — | — | $1.1M | 8.4% | |
| John Hancock USA 500 Index Fund | — | — | — | $975K | 7.8% | |
| John Hancock USA Vanguard Target Ret 2035 | — | — | — | $845K | 6.7% | |
| John Hancock USA Vanguard Target Ret 2030 | — | — | — | $668K | 5.3% | |
| John Hancock USA JH Multimanager Aggressive LS | — | — | — | $618K | 4.9% | |
| John Hancock USA Vanguard Target Ret 2060 | — | — | — | $572K | 4.6% | |
| John Hancock USA JH Multimanager Growth LS | — | — | — | $564K | 4.5% | |
| John Hancock USA Vanguard Target Ret 2025 | — | — | — | $363K | 2.9% | |
| John Hancock USA John Hancock Stable Value | — | — | — | $252K | 2.0% | |
| Notes Receivable from Participants Interest ranging from 4.25% to 9.5% | — | — | — | $192K | 1.5% | |
| John Hancock USA Vanguard Target Ret 2065 | — | — | — | $169K | 1.4% | |
| John Hancock USA JH Multimanager Moderate LS | — | — | — | $169K | 1.3% | |
| John Hancock USA Vanguard Equity-Income Fund | — | — | — | $162K | 1.3% | |
| John Hancock USA Mid Cap Index Fund | — | — | — | $161K | 1.3% | |
| John Hancock USA Vanguard Small Cap Grow Index | — | — | — | $152K | 1.2% | |
| John Hancock USA Capital Appreciation Fund | — | — | — | $148K | 1.2% | |
| John Hancock USA High Yield Fund | — | — | — | $124K | 1.0% | |
| John Hancock USA Vanguard Target Ret 2020 | — | — | — | $101K | 0.8% | |
| John Hancock USA IS MSCI GW | — | — | — | $67K | 0.5% | |
| John Hancock USA TIAA-CREF Small-Cap Blend Idx | — | — | — | $33K | 0.3% | |
| John Hancock USA Carillon Eagle Mid Cap Growth | — | — | — | $32K | 0.3% | |
| John Hancock USA Mid Value Fund | — | — | — | $29K | 0.2% | |
| John Hancock USA Fidelity International Index | — | — | — | $24K | 0.2% | |
| John Hancock USA Total Bond Market Fund | — | — | — | $20K | 0.2% | |
| John Hancock USA American Century Small Cap Val | — | — | — | $19K | 0.2% | |
| John Hancock USA Northern EM Equity Index Fund | — | — | — | $16K | 0.1% | |
| John Hancock USA Core Bond Fund | — | — | — | $15K | 0.1% | |
| John Hancock USA JH Multimanager Conserv LS | — | — | — | $10K | <0.1% | |
| John Hancock USA Vanguard Target Ret Income | — | — | — | $10K | <0.1% |
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