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Original filing (PDF)20251014160549NAL0003357265001
INFINITY HOME SERVICES ACQUISITION, LLC
Form 5500
FILING_RECEIVED
INFINITY HOME SERVICES 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
925
Accounts w/ balance
372
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITY HOME SERVICES ACQUISITION, LLC.
Plan sponsor
Name
INFINITY HOME SERVICES ACQUISITION, LLC
EIN
87-2247013
Address
18500 W CORPORATE DR · SUITE 250 · BROOKFIELD, WI · 53045
Phone
(262) 399-0005
Industry
Constructionsee 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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS, LLC | — | CHICAGO, IL | NONE | $51K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $30K | — |
Investments
31 direct securities · 1 pooled fund· $18.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.3M
31 holdings
Common Collective Trust
$91K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K BlackRock 0 | — | — | — | $2.7M | 15.3% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $2.3M | 12.8% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $2.0M | 11.0% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $1.8M | 9.8% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $1.6M | 9.2% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $1.4M | 7.9% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $970K | 5.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $901K | 5.0% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $861K | 4.8% | |
| T. Rowe Price Large Cap Growth I T. Rowe Price 0 | — | — | — | $548K | 3.1% | |
| BlackRock LifePath Index 2065 K BlackRock 0 | — | — | — | $445K | 2.5% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $416K | 2.3% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $325K | 1.8% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $264K | 1.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $213K | 1.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $210K | 1.2% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $180K | 1.0% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $160K | 0.9% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $154K | 0.9% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $151K | 0.8% | |
| OA Principal Stable Value Principal 0 657 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $133K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $131K | 0.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $97K | 0.5% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $91K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $52K | 0.3% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $51K | 0.3% | |
| Grandeur Peak Global Stalwarts Instl Grandeur Peak 0 | — | — | — | $43K | 0.2% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $39K | 0.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $17K | <0.1% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $14K | <0.1% | |
| AQR Multi-Asset R6 AQR 0 | — | — | — | $13K | <0.1% |
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