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Original filing (PDF)20251014102329NAL0003648272001
INFINITUS SYSTEMS, INC
Form 5500
FILING_RECEIVED
INFINITUS SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
163
Accounts w/ balance
174
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITUS SYSTEMS, INC.
Plan sponsor
Name
INFINITUS SYSTEMS, INC
EIN
83-3454433
Address
340 BRANNAN ST · STE 500 · SAN FRANCISCO, CA · 94107
Phone
(415) 234-0279
Industry
Custom Computer Programming· 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
2025-10-14
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
FRANK RIMERMAN & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $16K | — |
Investments
23 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | — | $1.9M | 43.3% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $1.0M | 23.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $348K | 8.1% | |
| Vanguard Small Cap Value Index Admiral ** 620 Vanguard Total Bond Market Index Admiral | — | — | — | $327K | 7.6% | |
| Vanguard 500 Index Admiral | — | — | — | $313K | 7.3% | |
| Vanguard Total Bond Index Admiral | — | — | — | $143K | 3.3% | |
| Non interest bearing cash | — | — | $69K | $69K | 1.6% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $43K | 1.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $39K | 0.9% | |
| Vanguard FTSE Social Index Fund Admiral ** 36 Vanguard Growth Index Admiral | — | — | — | $31K | 0.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $28K | 0.6% | |
| DFA International Value | — | — | — | $20K | 0.5% | |
| Vanguard Value Index Admiral | — | — | — | $13K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $10K | 0.2% | |
| Vanguard Federal Money Market Investor | — | — | — | $9K | 0.2% | |
| DFA Emerging Markets Value | — | — | — | $9K | 0.2% | |
| Vanguard Short-Term Inflation Protected Securities Index | — | — | — | $8K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Admiral ** 17 Vanguard Mid-Cap Growth Index Admiral | — | — | — | $5K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $4K | <0.1% | |
| DFA Global Real Estate Securities | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $2K | <0.1% | |
| DFA International Core Equity | — | — | — | $1K | <0.1% |