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Original filing (PDF)20251015065317NAL0004203105001
INFOVISION, INC
Form 5500
FILING_RECEIVED
INFOVISION, INC 401K PLAN
401(k) retirement plan
Active participants
291
Accounts w/ balance
177
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOVISION, INC.
Plan sponsor
Name
INFOVISION, INC
EIN
75-2614700
Address
800 E CAMPBELL RD · SUITE 388 · RICHARDSON, TX · 75081
Phone
(469) 533-7015
Industry
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HM&M GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $62 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Investments
24 direct securities · 1 pooled fund· $12.3M(99% 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.
Registered Investment Companies
$11.3M
23 holdings
Common Collective Trust
$594K
1 holding
Uncategorized
$352K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $2.1M | 16.7% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $1.6M | 12.8% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $1.0M | 8.5% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $1.0M | 8.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $765K | 6.2% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $707K | 5.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $594K | 4.8% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $531K | 4.3% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $509K | 4.1% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $410K | 3.3% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $392K | 3.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $367K | 3.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $352K | 2.9% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $342K | 2.8% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $241K | 2.0% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $233K | 1.9% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $206K | 1.7% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $165K | 1.3% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $164K | 1.3% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $162K | 1.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $154K | 1.2% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $95K | 0.8% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $86K | 0.7% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $56K | 0.5% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $38K | 0.3% |
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