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Original filing (PDF)20251015084408NAL0005704496001
GOVOS, INC.
Form 5500
FILING_RECEIVED
GOVOS 401(K) PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
164
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOVOS, INC..
Plan sponsor
Name
GOVOS, INC.
EIN
86-1439896
Address
8310 N CAPITAL OF TEXAS HWY · BUILDING 2 SUITE 250 · AUSTIN, TX · 78731
Phone
(540) 998-3032
Industry
Software Publishers· Information / Tech / Mediasee 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
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
28 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Instl Prem Mutual fund | — | — | — | $1.4M | 22.6% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual fund | — | — | — | $841K | 13.4% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual fund | — | — | — | $830K | 13.3% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual fund | — | — | — | $597K | 9.5% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual fund | — | — | — | $425K | 6.8% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual fund | — | — | — | $401K | 6.4% | |
| Fidelity 500 Index Mutual fund | — | — | — | $378K | 6.0% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual fund | — | — | — | $306K | 4.9% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual fund | — | — | — | $234K | 3.7% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual fund | — | — | — | $182K | 2.9% | |
| Fidelity International Index Mutual fund | — | — | — | $130K | 2.1% | |
| PIMCO Total Return Instl Mutual fund ** 4 Putnam Large Cap Growth R6 Mutual fund | — | — | — | $83K | 1.3% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual fund | — | — | — | $68K | 1.1% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $67K | 1.1% | |
| Maturities through January 2029 | — | — | — | $60K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | — | — | — | $41K | 0.7% | |
| Fidelity Emerging Markets Index Mutual fund | — | — | — | $40K | 0.6% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $34K | 0.5% | |
| MFS Value R6 Mutual fund | — | — | — | $24K | 0.4% | |
| Fidelity Small Cap Growth K6 Mutual fund ** 122 Fidelity Small Cap Index Mutual fund | — | — | — | $23K | 0.4% | |
| Fidelity Real Estate Index Mutual fund | — | — | — | $18K | 0.3% | |
| PGIM High-Yield R6 Mutual fund | — | — | — | $13K | 0.2% | |
| EI Fixed Account - Series Class I Group annuity contract | — | — | — | $12K | 0.2% | |
| Allspring Special Mid Cap Value R6 Mutual fund | — | — | — | $11K | 0.2% | |
| American Century International GR R6 Mutual fund | — | — | — | $10K | 0.2% | |
| DFA Inflation-Protected Securities 1 Mutual fund | — | — | — | $9K | 0.1% | |
| Party in Borrower, Lessor, Description of (d) Current Interest or Similar Party Investment Cost Value Allspring Small Company Value R6 Mutual fund | — | — | — | $5K | <0.1% | |
| JPMorgan Government Bond R6 Mutual fund | — | — | — | $4K | <0.1% |