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Original filing (PDF)20250929103520NAL0004973011001
INNOVATUS IMAGING CORPORATION
Form 5500
FILING_RECEIVED
INNOVATUS IMAGING CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
123
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATUS IMAGING CORPORATION.
Plan sponsor
Name
INNOVATUS IMAGING CORPORATION
EIN
82-2120535
Address
575 EPSILON DRIVE · PITTSBURG, PA · 15238
Phone
(918) 392-4305
Industry
Other Services (ex. Public Admin)see 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERPAR ADVISORS, LLC | — | TULSA, OK | INVESTMENT ADVISOR | $15K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | — | TULSA, OK | TPA | $0 | — |
Investments
28 direct securities· $11.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $1.9M | 16.6% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $1.4M | 12.6% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 11.5% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 9.9% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 9.5% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $948K | 8.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $754K | 6.6% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $480K | 4.2% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $254K | 2.2% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $233K | 2.0% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund | — | — | — | $230K | 2.0% | |
| Guaranteed Investment * Key Guaranteed Portfolio Fund Contract - Fixed Annuity | — | — | — | $167K | 1.5% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $160K | 1.4% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $157K | 1.4% | |
| Vanguard Mid-Cap Value Index Admiral Fund Mutual Fund | — | — | — | $128K | 1.1% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $108K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Fund | — | — | — | $97K | 0.8% | |
| PGIM Jennison International Opportunities Fund Mutual Fund | — | — | — | $97K | 0.8% | |
| Putnam International Equity Fund Mutual Fund | — | — | — | $94K | 0.8% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $74K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $73K | 0.6% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $69K | 0.6% | |
| DFA U.S. Targeted Value Portfolio Fund Mutual Fund | — | — | — | $64K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $61K | 0.5% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $54K | 0.5% | |
| DFA U.S. Large-Cap Value Portfolio Fund Mutual Fund | — | — | — | $28K | 0.2% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard LifeStrategy Income Fund Mutual Fund | — | — | — | $4K | <0.1% |