How big is Innovative Signal Analysis, Inc.'s plan?

Innovative Signal Analysis, Inc.'s plan reported $49.4M in assets and 169 participants for 2024.

Original filing (PDF)20251001134324NAL0012696817001

Innovative Signal Analysis, Inc.

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

Form 5500

FILING_RECEIVED

ISA 401(k) Plan

401(k) retirement plan · Innovative Signal Analysis, Inc.'s ISA 401(k) Plan held $49.4M in plan assets for 169 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

169

Accounts w/ balance

213

Plan assets (EOY)

$49.4M

Net assets (EOY)

$49.4M

People on this filing

Stacy Kniffen signed Innovative Signal Analysis, Inc.'s 2024 Form 5500 as plan administrator.

Stacy Kniffen — 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

Innovative Signal Analysis, Inc.'s EIN is 75-2669809.

EIN 75-2669809

Plan number 001

Plan year 2024

ACK ID 20251001134324NAL0012696817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Innovative Signal Analysis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Top-tier plan health

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

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (98th percentile).

Plan sponsor

Name

INNOVATIVE SIGNAL ANALYSIS, INC.

EIN

all filings

Address

3301 E RENNER RD · SUITE 200 · RICHARDSON, TX · 75082

Phone

(972) 231-5702

Industry

Manufacturing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$48K	—

TPA / Administrator

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)

Mutual Funds

$44.2M

37 holdings

Common Collective Trusts

$5.0M

2 holdings

Bonds / Notes

$244K

1 holding

					% of plan
Fund Mutual Funds * Fidelity Investments Fidelity Growth Company Fund Class K N/R	Mutual Funds	—	—	$4.3M	8.6%
Fidelity Investments Fidelity Total Market Index Fund N/R	Common Collective Trusts	—	—	$3.9M	7.9%
Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R	Mutual Funds	—	—	$3.8M	7.8%
Fidelity Investments Fidelity Blue Chip Growth Fund Class K N/R	Mutual Funds	—	—	$3.7M	7.6%
Fidelity Investments Fidelity Freedom 2030 Fund Class K N/R	Mutual Funds	—	—	$2.0M	4.1%
Fidelity Investments Fidelity Freedom 2040 Fund Class K N/R	Mutual Funds	—	—	$2.0M	4.1%
Fidelity Investments Fidelity Contrafund Class K N/R	Mutual Funds	—	—	$1.8M	3.7%
Fidelity Investments Fidelity Investment Grade Bond Fund N/R	Mutual Funds	—	—	$1.8M	3.6%
Fidelity Investments Fidelity OTC Portfolio Class K N/R	Mutual Funds	—	—	$1.7M	3.5%
Fidelity Investments Fidelity Freedom 2045 Fund Class K N/R	Mutual Funds	—	—	$1.7M	3.5%
Fidelity Investments Fidelity Low-Priced Stock Fund Class K N/R	Mutual Funds	—	—	$1.5M	3.0%
Fidelity Investments Fidelity Freedom 2035 Fund Class K N/R	Mutual Funds	—	—	$1.4M	2.7%
Fidelity Investments Fidelity Freedom 2055 Fund Class K N/R	Mutual Funds	—	—	$1.3M	2.7%
Fidelity Investments Fidelity Freedom 2025 Fund Class K N/R	Mutual Funds	—	—	$1.3M	2.6%
Fidelity Investments Fidelity Focused Stock Fund N/R	Mutual Funds	—	—	$1.2M	2.3%
Fidelity Investments Fidelity Small Cap Discovery Fund N/R	Mutual Funds	—	—	$1.1M	2.3%
Fidelity Investments Fidelity Diversified International Fund N/R	Mutual Funds	—	—	$1.1M	2.3%
Class K * Fidelity Investments Fidelity Overseas Fund Class K N/R	Mutual Funds	—	—	$1.1M	2.2%
Fidelity Investments Fidelity Extended Market Index Fund N/R	Common Collective Trusts	—	—	$1.1M	2.2%
Fidelity Investments Fidelity Growth Fund Class K N/R	Mutual Funds	—	—	$1.0M	2.1%
Fidelity Investments Fidelity Freedom 2050 Fund Class K N/R	Mutual Funds	—	—	$885K	1.8%
Fidelity Investments Fidelity Short-Term Bond Fund N/R	Mutual Funds	—	—	$869K	1.8%
Fidelity Investments Fidelity Fund Class K N/R	Mutual Funds	—	—	$823K	1.7%
Fidelity Investments Fidelity Puritan Fund Class K N/R	Mutual Funds	—	—	$790K	1.6%
Fidelity Investments Fidelity Equity Dividend Income Fund N/R	Mutual Funds	—	—	$775K	1.6%
Class K * Fidelity Investments Fidelity Large Cap Stock Fund N/R	Mutual Funds	—	—	$757K	1.5%
Fidelity Investments Fidelity Mid Cap Stock Fund Class K N/R	Mutual Funds	—	—	$702K	1.4%
Fidelity Investments Fidelity Value Fund Class K N/R	Mutual Funds	—	—	$584K	1.2%
Fidelity Investments Fidelity Intermediate Bond Fund N/R	Mutual Funds	—	—	$566K	1.1%
Fidelity Investments Fidelity Freedom 2060 Fund Class K N/R	Mutual Funds	—	—	$550K	1.1%
Fidelity Investments Fidelity Real Estate Investment Portfolio N/R	Mutual Funds	—	—	$546K	1.1%
Fund * Fidelity Investments Fidelity Freedom 2065 Fund Class K N/R	Mutual Funds	—	—	$540K	1.1%
Fidelity Investments Fidelity Small Cap Value Fund N/R	Mutual Funds	—	—	$507K	1.0%
Fidelity Investments Fidelity Value Strategies Fund Class K N/R	Mutual Funds	—	—	$448K	0.9%
Fidelity Investments Fidelity Freedom 2020 Fund Class K N/R	Mutual Funds	—	—	$266K	0.5%
Fidelity Investments Fidelity Growth Strategies Fund Class K N/R	Mutual Funds	—	—	$261K	0.5%
Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$244K	0.5%
Fidelity Investments Fidelity Equity Income Fund Class K N/R	Mutual Funds	—	—	$237K	0.5%
Fidelity Investments Fidelity Freedom 2015 Fund Class K N/R	Mutual Funds	—	—	$105K	0.2%
Fidelity Investments Fidelity Freedom Income Fund Class K N/R	Mutual Funds	—	—	$4K	<0.1%