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Original filing (PDF)20251010133818NAL0013214288001
IDENTIV, INC.
Form 5500
FILING_RECEIVED
IDENTIV 401(K) PLAN
401(k) retirement plan
Signals · 1
~124 bps in Sched C fees
Active participants
19
Accounts w/ balance
64
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 124 bps in Schedule C fees — 138% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDENTIV, INC..
Plan sponsor
Name
IDENTIV, INC.
EIN
77-0444317
Address
1900-B CARNEGIE AVENUE · SANTA ANA, CA · 92705
Phone
(949) 250-8888
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
23 direct securities · 3 pooled funds· $7.1M(100% 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.
Uncategorized
$7.0M
23 holdings
Common Collective Trust
$13K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.7M | 23.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR | — | — | — | $1.5M | 20.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR | — | — | — | $550K | 7.8% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR | — | — | — | $517K | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR | — | — | — | $490K | 6.9% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $488K | 6.9% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $458K | 6.5% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $322K | 4.6% | |
| Fidelity Investments Fidelity Freedom Index 2050 IPR | — | — | — | $256K | 3.6% | |
| Fidelity Investments Fidelity Government Money Market K6 | — | — | — | $205K | 2.9% | |
| Calvert Research and Management Calvert US Large Cap Core Responsible Index Fund R6 | — | — | — | $121K | 1.7% | |
| Fidelity Investments Fidelity Freedom Index Income IPR | — | — | — | $117K | 1.7% | |
| Fidelity Investments Fidelity Freedom Index 2020 IPR | — | — | — | $86K | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR | — | — | — | $61K | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 IPR | — | — | — | $55K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR | — | — | — | $42K | 0.6% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $31K | 0.4% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund Class R6 | — | — | — | $30K | 0.4% | |
| Participant Loans to participants, bearing interest at 8.75% | — | — | — | $24K | 0.3% | |
| Fidelity Investments Fidelity Total International Index | — | — | — | $24K | 0.3% | |
| American Funds American Funds New World Fund Class R6 | — | — | — | $14K | 0.2% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $14K | 0.2% | |
| Fidelity Investments Fidelity Short Term Bond Index ** 23 * Fidelity Investments Fidelity Small Cap Growth K6 | — | — | — | $10K | 0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $10K | 0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3K | <0.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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