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Original filing (PDF)20251001134324NAL0012696817001
INNOVATIVE SIGNAL ANALYSIS, INC.
Form 5500
FILING_RECEIVED
ISA 401(K) PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
213
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE SIGNAL ANALYSIS, INC..
Plan sponsor
Name
INNOVATIVE SIGNAL ANALYSIS, INC.
EIN
75-2669809
Address
3301 E RENNER RD · SUITE 200 · RICHARDSON, TX · 75082
Phone
(972) 231-5702
Industry
Manufacturingsee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$48K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | PLAN ADMINISTRATOR | $15K | — |
Investments
40 direct securities· $49.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund Mutual Funds * Fidelity Investments Fidelity Growth Company Fund Class K N/R | — | — | — | $4.3M | 8.6% | |
| Fidelity Investments Fidelity Total Market Index Fund N/R | — | — | — | $3.9M | 7.9% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $3.8M | 7.8% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund Class K N/R | — | — | — | $3.7M | 7.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K N/R | — | — | — | $2.0M | 4.1% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K N/R | — | — | — | $2.0M | 4.1% | |
| Fidelity Investments Fidelity Contrafund Class K N/R | — | — | — | $1.8M | 3.7% | |
| Fidelity Investments Fidelity Investment Grade Bond Fund N/R | — | — | — | $1.8M | 3.6% | |
| Fidelity Investments Fidelity OTC Portfolio Class K N/R | — | — | — | $1.7M | 3.5% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K N/R | — | — | — | $1.7M | 3.5% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund Class K N/R | — | — | — | $1.5M | 3.0% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K N/R | — | — | — | $1.4M | 2.7% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K N/R | — | — | — | $1.3M | 2.7% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K N/R | — | — | — | $1.3M | 2.6% | |
| Fidelity Investments Fidelity Focused Stock Fund N/R | — | — | — | $1.2M | 2.3% | |
| Fidelity Investments Fidelity Small Cap Discovery Fund N/R | — | — | — | $1.1M | 2.3% | |
| Fidelity Investments Fidelity Diversified International Fund N/R | — | — | — | $1.1M | 2.3% | |
| Class K * Fidelity Investments Fidelity Overseas Fund Class K N/R | — | — | — | $1.1M | 2.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund N/R | — | — | — | $1.1M | 2.2% | |
| Fidelity Investments Fidelity Growth Fund Class K N/R | — | — | — | $1.0M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K N/R | — | — | — | $885K | 1.8% | |
| Fidelity Investments Fidelity Short-Term Bond Fund N/R | — | — | — | $869K | 1.8% | |
| Fidelity Investments Fidelity Fund Class K N/R | — | — | — | $823K | 1.7% | |
| Fidelity Investments Fidelity Puritan Fund Class K N/R | — | — | — | $790K | 1.6% | |
| Fidelity Investments Fidelity Equity Dividend Income Fund N/R | — | — | — | $775K | 1.6% | |
| Class K * Fidelity Investments Fidelity Large Cap Stock Fund N/R | — | — | — | $757K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Stock Fund Class K N/R | — | — | — | $702K | 1.4% | |
| Fidelity Investments Fidelity Value Fund Class K N/R | — | — | — | $584K | 1.2% | |
| Fidelity Investments Fidelity Intermediate Bond Fund N/R | — | — | — | $566K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K N/R | — | — | — | $550K | 1.1% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio N/R | — | — | — | $546K | 1.1% | |
| Fund * Fidelity Investments Fidelity Freedom 2065 Fund Class K N/R | — | — | — | $540K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Value Fund N/R | — | — | — | $507K | 1.0% | |
| Fidelity Investments Fidelity Value Strategies Fund Class K N/R | — | — | — | $448K | 0.9% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K N/R | — | — | — | $266K | 0.5% | |
| Fidelity Investments Fidelity Growth Strategies Fund Class K N/R | — | — | — | $261K | 0.5% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $244K | 0.5% | |
| Fidelity Investments Fidelity Equity Income Fund Class K N/R | — | — | — | $237K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2015 Fund Class K N/R | — | — | — | $105K | 0.2% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K N/R | — | — | — | $4K | <0.1% |
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