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Original filing (PDF)20251013121413NAL0000589171001
INFLEXIONPOINT
Form 5500
FILING_RECEIVED
INFLEXIONPOINT PROFIT SHARING PLAN WITH CODA
401(k) retirement plan
Active participants
94
Accounts w/ balance
123
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFLEXIONPOINT.
Plan sponsor
Name
INFLEXIONPOINT
EIN
87-2989487
Address
3535 ROUTE 66 · NEPTUNE, NJ · 07753
Phone
(732) 922-6611
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
INFLEXIONPOINT
EIN
87-2989487
City
NEPTUNE, NJ
Phone
(732) 922-6611
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOSEPH J LYONS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $17.3M(100% of reported assets)
Uncategorized
$17.2M
16 holdings
Mutual Funds
$134K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500Index Inv Mutual Fund N/A | — | — | — | $3.5M | 20.1% | |
| AB Large Cap Growth Mutual Fund N/A | — | — | — | $2.4M | 14.1% | |
| Money market funds Vanguard Federal Money Market Cash N/A | — | — | — | $2.2M | 12.8% | |
| Columbia Balanced Instl Mutual Fund N/A | — | — | — | $1.4M | 8.1% | |
| Vanguard Total Stock Market Index Inv Mutual Fund N/A | — | — | — | $1.3M | 7.5% | |
| Vanguard Small Cap Value Index Inv Mutual Fund N/A | — | — | — | $1.3M | 7.3% | |
| Fidelity Advisor Equity Growth I Mutual Fund N/A | — | — | — | $1.0M | 5.8% | |
| Baird Aggregate Bond Instl Mutual Fund N/A | — | — | — | $899K | 5.2% | |
| Vanguard Inflation Prot Sec Inv Mutual Fund N/A | — | — | — | $786K | 4.5% | |
| JP Morgan Equity Income A Mutual Fund N/A | — | — | — | $644K | 3.7% | |
| Columbia Select Global Equity I3 Mutual Fund N/A | — | — | — | $522K | 3.0% | |
| Janus Henderson Enterprise T Mutual Fund N/A | — | — | — | $373K | 2.2% | |
| Columbia Small Cap Growth Instl Mutual Fund N/A | — | — | — | $355K | 2.1% | |
| Victory Nasdaq-100 Index R6 Mutual Fund N/A | — | — | — | $260K | 1.5% | |
| MFS Value R6 Mutual Fund N/A | Mutual Funds | — | — | $134K | 0.8% | |
| Fidelity Advisor Emerg Markets Disc I Mutual Fund N/A | — | — | — | $131K | 0.8% | |
| Vanguard Tax-Managed Small Cap Adm Mutual Fund N/A | — | — | — | $111K | 0.6% |
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