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Original filing (PDF)20250820094349NAL0003138961001
INFOTRACK US INC
Form 5500
FILING_RECEIVED
INFOTRACK US INC 401 (K) PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
328
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
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
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOTRACK US INC.
Plan sponsor
Name
INFOTRACK US INC
EIN
85-4343705
Address
1400 N MCDOWELL BLVD, SUITE 300 · PETALUMA, CA · 94954
Phone
(707) 241-4854
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
2025-08-20
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)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENSIBA LLP | 94-2370906 | — | ACCOUNTANT\AUDITOR | $9K | — |
Investments
24 direct securities · 1 pooled fund· $13.2M(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
$13.0M
24 holdings
Common Collective Trust
$169K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity Freedom Index 2045 Fund Institutional Premium Mutual Fund | — | — | — | $2.2M | 16.6% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Mutual Fund | — | — | — | $2.0M | 15.3% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Mutual Fund | — | — | — | $1.7M | 13.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Mutual Fund | — | — | — | $1.3M | 10.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Mutual Fund | — | — | — | $1.1M | 8.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 7.6% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Mutual Fund | — | — | — | $866K | 6.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Mutual Fund | — | — | — | $718K | 5.4% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Mutual Fund | — | — | — | $507K | 3.8% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $288K | 2.2% | |
| Dodge & Cox Stock Fund X Mutual Fund | — | — | — | $221K | 1.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Mutual Fund | — | — | — | $173K | 1.3% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $169K | 1.3% | |
| Money market fund * Fidelity Government Money Market Fund K6 Money Market Fund | — | — | — | $156K | 1.2% | |
| MFS Massachusetts Investors Growth Stock Fund R6 Mutual Fund | — | — | — | $139K | 1.0% | |
| DFA US Small Cap Portfolio Institutional Mutual Fund | — | — | — | $104K | 0.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $103K | 0.8% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $91K | 0.7% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $66K | 0.5% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $64K | 0.5% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Mutual Fund | — | — | — | $33K | 0.2% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Mutual Fund | — | — | — | $23K | 0.2% | |
| Fidelity Freedom Index Income Fund Institutional Premium Mutual Fund | — | — | — | $20K | 0.2% | |
| Self-directed brokerage accounts Various investments, including common stock, unitized investment funds, mutual funds, * Fidelity Brokerage Link Account and cash | — | — | — | $8K | <0.1% | |
| MFS International Diversification Fund R6 Mutual Fund | — | — | — | $2K | <0.1% |
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