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Original filing (PDF)20251015183554NAL0002875683001
INFINITY TRANS, INC.
Form 5500
FILING_RECEIVED
INFINITY TRANS, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
128
Accounts w/ balance
128
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITY TRANS, INC..
Plan sponsor
Name
INFINITY TRANS, INC.
EIN
83-0373575
Address
14 W HAWTHORNE AVENUE STE 100 · STE 100 · VALLEY STREAM, NY · 11580
Phone
(516) 887-8188
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $8K | — |
Investments
25 direct securities· $2.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM SMART RET BLEND 2040 R6 | Registered Investment Companies | — | — | $405K | 20.3% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $326K | 16.3% | |
| JPM SMART RET BLEND 2055 R6 | Registered Investment Companies | — | — | $268K | 13.5% | |
| JPM SMART RET BLEND 2050 R6 | Registered Investment Companies | — | — | $235K | 11.8% | |
| MFS RESEARCH INTERNATIONAL R6 723 REGISTERED INVESTMENT COMPANY JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $186K | 9.3% | |
| JPM SMART RET BLEND 2035 R6 | Registered Investment Companies | — | — | $148K | 7.4% | |
| JPM SMART RET BLEND 2030 R6 | Registered Investment Companies | — | — | $101K | 5.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $73K | 3.6% | |
| JPM SMART RET BLEND 2025 R6 | Registered Investment Companies | — | — | $72K | 3.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $35K | 1.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $29K | 1.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $23K | 1.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $16K | 0.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $13K | 0.6% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $8K | 0.4% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $6K | 0.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $5K | 0.3% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| JPM SMART RET BLEND 2020 R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| JPM SMART RET BLEND INCOME R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $3K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $2K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $1K | <0.1% |
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