Original filing (PDF)20251009153557NAL0016498130001

INFOVERITY HOLDING CO.

Name: INFOVERITY HOLDING CO. — INFOVERITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: INFOVERITY HOLDING CO.

Form 5500

FILING_RECEIVED

INFOVERITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

98% in single holding98% employer stockNo recordkeeper disclosed

Active participants

153

Accounts w/ balance

191

Plan assets (EOY)

$44.1M

Net assets (EOY)

$16.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFOVERITY HOLDING CO..

Plan sponsor

Name

INFOVERITY HOLDING CO.

EIN

92-0512846

Address

5131 POST ROAD · SUITE 220 · DUBLIN, OH · 43017

Phone

(614) 310-1709

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2Q · S-corporation ESOP

2P · Leveraged ESOP

2I · Stock bonus

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GBQ PARTNERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $44.1M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Infoverity Holding Company Stock	—	—	$33.7M	$43.4M	98.4%
	Great Banc Trust Company Interest-Bearing Cash	—	—	$727K	$727K	1.6%

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