Original filing (PDF)20251014102940NAL0003631184001

INGENICO, INC.

Name: INGENICO, INC. — INGENICO, INC. 401(K) PLAN, Form 5500 (2024)
Creator: INGENICO, INC.

Form 5500

FILING_RECEIVED

INGENICO, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

6 service providers

Active participants

209

Accounts w/ balance

289

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

How this plan invests

This plan

12 pooled trusts

Schedule D

33 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 INGENICO, INC..

Plan sponsor

Name

INGENICO, INC.

EIN

88-0117097

Address

3025 WINDWARD PLAZA SUITE 600 · ALPHARETTA, GA · 30005

Phone

(470) 417-4886

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

2025-10-14

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)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC DBA	—	CLEVELAND, OH	INVESTMENT ADVISOR	$51K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
HANCOCK ASKEW & CO., LLP	—	SAVANNAH, GA	CONTRACT ADMIN	$19K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	OTHER	$110	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	OTHER	$0	—

Investments

21 direct securities · 12 pooled funds· $35.9M(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.

Common Collective Trust

$25.4M

12 holdings

Uncategorized

$10.1M

20 holdings

Mutual Funds

$356K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082	Common Collective Trust	—	—	$5.8M	16.3%
AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083	Common Collective Trust	—	—	$4.6M	12.9%
Fidelity Investments Fidelity 500 Index Fund	—	—	—	$3.7M	10.2%
AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084	Common Collective Trust	—	—	$3.5M	9.8%
AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079	Common Collective Trust	—	—	$3.1M	8.5%
AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086	Common Collective Trust	—	—	$3.1M	8.5%
AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085	Common Collective Trust	—	—	$2.2M	6.1%
AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081	Common Collective Trust	—	—	$1.5M	4.2%
Self-directed accounts * Participant self-directed brokerage accounts	—	—	—	$1.2M	3.4%
AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087	Common Collective Trust	—	—	$973K	2.7%
Fixed annuity contract * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I	—	—	—	$948K	2.6%
Fidelity Investments Fidelity US Bond Index Fund	—	—	—	$662K	1.8%
Fidelity Investments Fidelity Mid Cap Index Fund	—	—	—	$521K	1.5%
PIMCO Income Instl	—	—	—	$515K	1.4%
Fidelity Investments Fidelity International Index Fund	—	—	—	$505K	1.4%
Fidelity Investments Fidelity Small Cap Index Fund	—	—	—	$381K	1.1%
AllianceBernstein AB Large Cap Growth Z	Mutual Funds	—	—	$356K	1.0%
Notes receivable Notes receivable with variable maturities and interest * Participants rates from 4.25% to 9.50%. -	—	—	—	$330K	0.9%
Dimensional Fund Advisors DFA International Value I	—	—	—	$314K	0.9%
American Funds American Funds New World R6	—	—	—	$306K	0.9%
Fidelity Investments Fidelity Mid Cap Growth Index	—	—	—	$207K	0.6%
SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223	Common Collective Trust	—	—	$185K	0.5%
AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089	Common Collective Trust	—	—	$165K	0.5%
SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226	Common Collective Trust	—	—	$163K	0.5%
Fidelity Investments Fidelity Mid Cap Value Index	—	—	—	$140K	0.4%
AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088	Common Collective Trust	—	—	$135K	0.4%
American Century American Century Stat Allc: Moderate R6 ** 197 American Funds American Funds Capital Inc Bldr R6	—	—	—	$126K	0.3%
Dimensional Fund Advisors DFA Us Small Cap Growth Instl	—	—	—	$98K	0.3%
American Century American Century Stat Allc: Conservative R6	—	—	—	$69K	0.2%
American Century American Century Multisector Income R6	—	—	—	$46K	0.1%
American Century American Century Stat Allc: Aggressive R6	—	—	—	$41K	0.1%
Fidelity Investments Fidelity Advisor Total Bond Z	—	—	—	$2K	<0.1%
PGIM Investments PGIM Jennison Utility Fund Class R6	—	—	—	$2K	<0.1%