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Original filing (PDF)20251015233748NAL0011844978001
IFIT INC.
Form 5500
FILING_RECEIVED
IFIT INC. 401(K) PLAN
401(k) retirement plan
Active participants
745
Accounts w/ balance
945
Plan assets (EOY)
$76.6M
Net assets (EOY)
$76.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
41 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
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IFIT INC..
Plan sponsor
Name
IFIT INC.
EIN
87-0531206
Address
1500 SOUTH 1000 WEST · LOGAN, UT · 84321
Phone
(435) 750-5000
Industry
Wholesale Tradesee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONSULTANT | $110K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER SAVAS | 27-5169784 | — | ACCOUNTANT | $17K | — |
Investments
38 direct securities · 24 pooled funds· $117.1M(100% 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
$77.6M
38 holdings
Common Collective Trust
$39.6M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Oakmark Fund Investor Mutual Fund | — | — | — | $10.1M | 13.2% | |
| William Blair Large Cap Class I Mutual Fund | — | — | — | $8.8M | 11.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $6.8M | 8.9% | |
| T. ROWE PRICERTRMNT 2050A TR Common/Collective Trust | — | — | — | $6.3M | 8.3% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.3M | 8.3% | |
| T. ROWE PRICERTRMNT 2040A TR Common/Collective Trust | — | — | — | $6.1M | 8.0% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.1M | 8.0% | |
| T. ROWE PRICERTRMNT 2035A TR Common/Collective Trust | — | — | — | $6.0M | 7.8% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.8% | |
| T. ROWE PRICERTRMNT 2045A TR Common/Collective Trust | — | — | — | $5.6M | 7.3% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.6M | 7.3% | |
| T. ROWE PRICERTRMNT 2055A TR COMMON / COLLECTIVE TRUSTS | — | — | $4.3M | $4.5M | 5.8% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.8% | |
| T. ROWE PRICERTRMNT 2030A TR Common/Collective Trust | — | — | — | $4.3M | 5.6% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.6% | |
| T. ROWE PRICERTRMNT 2060A TR Common/Collective Trust | — | — | — | $2.6M | 3.4% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| T. ROWE PRICERTRMNT 2025A TR Common/Collective Trust | — | — | — | $1.9M | 2.5% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 1.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $1.3M | 1.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $1.1M | $1.1M | 1.5% | |
| Self-Directed Brokerage Account Various | — | — | — | $1.1M | 1.5% | |
| Artisan Mid Cap Fund Investment Class Mutual Fund | — | — | — | $1.0M | 1.3% | |
| T. ROWE PRICERTRMNT 2020A TR Common/Collective Trust | — | — | — | $771K | 1.0% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $771K | 1.0% | |
| MORLEY STABLE VALUE FUND 40 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $740K | 1.0% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $680K | 0.9% | |
| Columbia Dividend Income Instl Mutual Fund | — | — | — | $676K | 0.9% | |
| Note Receivable from Participants Maturities through July 2040. - | — | — | — | $634K | 0.8% | |
| LOAN FUND LOANS | — | — | $634K | $634K | 0.8% | |
| Vanguard Shrt Trm Infl Adm Mutual Fund | — | — | — | $620K | 0.8% | |
| Hartford Intl Value Fund Y Mutual Fund | — | — | — | $598K | 0.8% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $467K | 0.6% | |
| MFS Mid Cap Value Fund Class R4 Mutual Fund | — | — | — | $437K | 0.6% | |
| Invesco Gold & Special Minerals Fund Class A Mutual Fund | — | — | — | $388K | 0.5% | |
| Wasatch Small Cap Value Fund Mutual Fund | — | — | — | $382K | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $362K | 0.5% | |
| Grandeur Peak International Opportunities Investment Fund Mutual Fund | — | — | — | $336K | 0.4% | |
| T. ROWE PRICERTRMNT 2065A TR Common/Collective Trust | — | — | — | $316K | 0.4% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $316K | 0.4% | |
| T. ROWE PRICERTRMNT 2005A TR Common/Collective Trust | — | — | — | $267K | 0.3% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $267K | 0.3% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | — | — | — | $249K | 0.3% | |
| Wasatch Emerging Markets Mutual Fund | — | — | — | $246K | 0.3% | |
| T. ROWE PRICERTRMNT 2015A TR Common/Collective Trust | — | — | — | $243K | 0.3% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $243K | 0.3% | |
| Matthews Emerging Markets Small Companies Mutual Fund | — | — | $194K | $173K | 0.2% | |
| T. ROWE PRICERTRMNT 2010A TR Common/Collective Trust | — | — | — | $37K | <0.1% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% | |
| Blackrock Liquidity Fund Cash Reserve Money market | — | — | — | $18K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $17K | $17K | <0.1% | |
| SIA TARGET DATE 2020 CLASS 2 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2060 CLASS 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2055 CLASS 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2050 CLASS 2 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2045 CLASS 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2040 CLASS 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2035 CLASS 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2030 CLASS 2 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2025 CLASS 2 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA LARGE CAP GROWTH CLASS 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |