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Original filing (PDF)20251007163940NAL0008560624001
INTERVISION SYSTEMS, LLC
Form 5500
FILING_RECEIVED
INTERVISION SYSTEMS, LLC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
379
Accounts w/ balance
508
Plan assets (EOY)
$70.7M
Net assets (EOY)
$70.7M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 132% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERVISION SYSTEMS, LLC.
Plan sponsor
Name
INTERVISION SYSTEMS, LLC
EIN
81-2370820
Address
16401 SWINGLEY RIDGE ROAD · SUITE 500 · CHESTERFIELD, MO · 63017
Phone
(844) 622-5710
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $239K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | — | OTHER SERVICES | $0 | — |
Investments
45 direct securities · 1 pooled fund· $70.2M(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.
Uncategorized
$70.2M
45 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Dev Mkts Index Adm Fd Registered Investment Company | — | — | — | $8.8M | 12.5% | |
| Vanguard Value Index Adm Fund Registered Investment Company | — | — | — | $7.4M | 10.5% | |
| Vanguard Growth Index Adm Fund Registered Investment Company | — | — | — | $7.3M | 10.4% | |
| Fixed Income Guaranteed Option Guaranteed investment contract | — | — | — | $6.9M | 9.8% | |
| iShares S&P 500 Index K Fund Registered Investment Company | — | — | — | $6.1M | 8.6% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | — | — | — | $4.0M | 5.6% | |
| DFA US Sm Cap Growth Instl Fd Registered Investment Company | — | — | — | $3.9M | 5.5% | |
| Vanguard Emg Mk Stk Idx Adm Fd Registered Investment Company | — | — | — | $3.8M | 5.4% | |
| John Hancock Bond R6 Fund Registered Investment Company | — | — | — | $3.0M | 4.3% | |
| BrandywineGLBL Corp Crd IS Fd Registered Investment Company | — | — | — | $3.0M | 4.2% | |
| Amer Fund Cap Wld Bnd R6 Fund Registered Investment Company | — | — | — | $2.7M | 3.8% | |
| Vanguard MidCap Val Idx Adm Fd Registered Investment Company | — | — | — | $2.4M | 3.4% | |
| Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company | — | — | — | $2.4M | 3.4% | |
| Vanguard Tl Stk Mkt Inx Adm Fd Registered Investment Company | — | — | — | $876K | 1.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund Registered Investment Company | — | — | — | $875K | 1.2% | |
| Vanguard Tgt Rmt 2045 Inv Fund Registered Investment Company | — | — | — | $749K | 1.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund Registered Investment Company | — | — | — | $729K | 1.0% | |
| maturing through March 2030 0 | — | — | — | $694K | 1.0% | |
| Vanguard Tgt Rmt 2040 Inv Fund Registered Investment Company | — | — | — | $680K | 1.0% | |
| Vanguard Tgt Rmt 2030 Inv Fund Registered Investment Company | — | — | — | $598K | 0.8% | |
| Am Fds Grth Fd of Am R6 Fund Registered Investment Company | — | — | — | $508K | 0.7% | |
| American Fds WshMut Inv R6 Fd Registered Investment Company | — | — | — | $270K | 0.4% | |
| Vanguard Total Wld St Idx Adm Registered Investment Company | — | — | — | $253K | 0.4% | |
| Vanguard Hi-Yld Corp Adm Fund Registered Investment Company | — | — | — | $252K | 0.4% | |
| Vanguard MidCp Grth Idx Adm Fd Registered Investment Company | — | — | — | $244K | 0.3% | |
| American Funds NewPrsp R6 Fnd Registered Investment Company | — | — | — | $214K | 0.3% | |
| DFA US Small Cap I Fund Registered Investment Company | — | — | — | $211K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | — | — | — | $164K | 0.2% | |
| Am Fds Fndmtl Inv R6 Fund Registered Investment Company | — | — | — | $147K | 0.2% | |
| Vanguard ST Inv-Grade Adm Fd Registered Investment Company | — | — | — | $147K | 0.2% | |
| Vanguard Tgt Rmt 2055 Inv Fund Registered Investment Company | — | — | — | $145K | 0.2% | |
| Cohen & Steers Re Est Sec Z Fd Registered Investment Company | — | — | — | $120K | 0.2% | |
| DFA Global Real Estate Sc I Fd Registered Investment Company | — | — | — | $101K | 0.1% | |
| MFS Mid-Cap Growth R6 Fund Registered Investment Company | — | — | — | $96K | 0.1% | |
| Vanguard Tgt Rmt 2050 Inv Fund Registered Investment Company | — | — | — | $77K | 0.1% | |
| MFS New Discovery Value R6 Fd Registered Investment Company | — | — | — | $72K | 0.1% | |
| Vanguard Tgt Rmt 2020 Inv Fund Registered Investment Company | — | — | — | $68K | <0.1% | |
| Vanguard Tgt Rmt Inc Inv Fund Registered Investment Company | — | — | — | $63K | <0.1% | |
| Vanguard Tgt Rmt 2065 Inv Fund Registered Investment Company | — | — | — | $52K | <0.1% | |
| Vanguard Tgt Rmt 2025 Inv Fund Registered Investment Company | — | — | — | $22K | <0.1% | |
| Harbor Small Cap Gr Ret Fund Registered Investment Company | — | — | — | $21K | <0.1% | |
| PIMCO Income Institutional Fd Registered Investment Company | — | — | — | $20K | <0.1% | |
| PIMCO Real Return Instl Fund Registered Investment Company | — | — | — | $13K | <0.1% | |
| Lord Abbett Sht Drtn Inc R6 Fd Registered Investment Company | — | — | — | $6K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $0 | <0.1% |
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