Filings through Oct 24, 2026.

Retirement plan

Inventurus Knowledge Solutions, Inc. 401(k) Plan

Name: INVENTURUS KNOWLEDGE SOLUTIONS, INC. - INVENTURUS KNOWLEDGE SOLUTIONS, INC. 401(K) PLAN (2025) Form 5500
Creator: INVENTURUS KNOWLEDGE SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INVENTURUS KNOWLEDGE SOLUTIONS, INC. 401(K) PLAN, INVENTURUS KNOWLEDGE SOLUTIONS, INC.

Inventurus Knowledge Solutions, Inc.EIN 20-5570291Plan #002PY 2025Filed Oct 14, 2026

555 FAYETTEVILLE STREET, SUITE 300 - RALEIGH, NC 27601615-798-3590

Prospect flagsLow participationLow employer contributionLow participant contributionFew collective trustsFund lineup: 20 funds, $59.5M

How to read this page

Total assets (EOY)

$59.9M

No prior year

Total participants

1,687

No prior year

Average account balance

$57,445

No prior year

Annual return

19.10%

No prior year

Benchmarks

See 963 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort963 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143	Consulting Fees	$123,467
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$82,955
BAKER TILLY US, LLP1+ years Service code 70 · EIN 39-0859910	Consulting Fees	$23,594

Fund lineup

CSV with Pro

20 funds of $250K or more; 14 lines in all, holding $59.5M of the plan's $59.9M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).

In collective trusts<1%median 0% for plans of $50M to $250M (12,546 plans)

In index funds57%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series17%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$14.0M	23.5%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$10.3M	17.3%
Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund	TIAA (Nuveen)	Mutual fund	$9.6M	16.1%
Putnam Fiduciary Trust Company Putnam Stable Value Fund 15 Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$4.7M	7.8%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.0M	6.7%
Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.8M	6.4%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$3.6M	6.1%
Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.8M	4.7%
SmallCap Value Fund II Institutional Class Principal · Mutual fund	Principal	Mutual fund	$2.1M	3.6%
Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund	Prudential (PGIM)	Mutual fund	$1.6M	2.7%

See the other 4 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$230K

$217 / participant

Recordkeeping$83K36.1%
Investment mgmt$147K63.9%

% of EOY assets

0.384%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKERS TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1+ years

Filed as: CAPTRUST

Service code 70 · EIN 26-0058143

Consulting Fees

$123,467

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$82,955

BAKER TILLY US, LLP1+ years

Service code 70 · EIN 39-0859910

Consulting Fees

$23,594

Fund

Dollars

% of funds%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$14.0M

23.5%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$10.3M

17.3%

Nuveen Large Cap Growth Fund

TIAA (Nuveen) · Mutual fund

$9.6M

16.1%

Putnam Fiduciary Trust Company Putnam Stable Value Fund 15

Franklin Templeton · Stable value

Stable value

$4.7M

7.8%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.0M

6.7%

Vanguard Total International Stock Index Fund Investor Shares

Vanguard · Mutual fund

Index

$3.8M

6.4%

Eupac Fund Class R-6

Capital Group · Mutual fund

$3.6M

6.1%

Vanguard Extended Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.8M

4.7%

SmallCap Value Fund II Institutional Class

Principal · Mutual fund

$2.1M

3.6%

Pgim Total Return Bond Fund Class R6

Prudential (PGIM) · Mutual fund

$1.6M

2.7%

Inventurus Knowledge Solutions, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Inventurus Knowledge Solutions, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion